Because I'm in a Better Mood, That's Why.

A Public Service Announcement Followed Me Home The Other Day
I Paid It Nevermind
Go Away

from Bad Day by R.E.M.

I was mildly chided for my Springtime for Setup City piece yesterday by one of my fellow bloggers for not including any nuance and for being too “directional”.

I’ll elaborate a bit here both for his edification and to reinforce my own feelings on this tape.

I don’t make directional calls here on TRB or give any advice – I do that for a living for one and secondly, I don’t feel that my contributions would be meaningful in that department amidst the cacophany of other voices.  My Setups post yesterday was the enunciation of what we are all seeing heading into spring. 

My caveat was that as great of an environment as this may be for stock trading, black clouds could appear out of nowhere, and so we must all be wary.

I would say that this is a pretty common take on what’s happening right now and as balanced an opinion as you’ll find.  Regular readers know that I can’t be pigeonholed as either a bull or a bear, an optimist or a pessimist.  I am both and neither, much to the chagrin of those who want a more orthodox narrative.

But after plenty of Bad Days – bad days which I have laboriously documented in gritty detail here on TRB – I think I’ll focus on the poetry of this market for now rather than the ugly underbelly.  At least for a little while.

I know employment still sucks.  I know the retailers are reporting “better than expected” against the worst comps in history.  I know the banks are only lending to each other.  I know that unsold home inventories are heavier than that Precious actress at the Oscars.  I know all of the refinancings and bond buying is being driven by a desperate reach for yield.  I know, I know, I know.

But we all know and have known for a while so I am changing the discourse here.

You want the ugly stuff, you know where to find it.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. airport chauffeur cheltenham commented on Sep 17

    … [Trackback]

    […] Find More to that Topic: thereformedbroker.com/2010/03/10/because-im-in-a-better-mood-thats-why/ […]

  2. Small child commented on Sep 25

    … [Trackback]

    […] Find More on to that Topic: thereformedbroker.com/2010/03/10/because-im-in-a-better-mood-thats-why/ […]

  3. Immediate Edge Review 2020 commented on Sep 29

    … [Trackback]

    […] Info on that Topic: thereformedbroker.com/2010/03/10/because-im-in-a-better-mood-thats-why/ […]

  4. dumps with pin commented on Nov 16

    … [Trackback]

    […] Info on that Topic: thereformedbroker.com/2010/03/10/because-im-in-a-better-mood-thats-why/ […]

  5. 토렌트큐큐 commented on Nov 29

    … [Trackback]

    […] Information to that Topic: thereformedbroker.com/2010/03/10/because-im-in-a-better-mood-thats-why/ […]

  6. azure devops commented on Dec 09

    … [Trackback]

    […] There you can find 14746 more Information on that Topic: thereformedbroker.com/2010/03/10/because-im-in-a-better-mood-thats-why/ […]

  7. CICD commented on Dec 20

    … [Trackback]

    […] There you can find 40812 additional Information to that Topic: thereformedbroker.com/2010/03/10/because-im-in-a-better-mood-thats-why/ […]

  8. buy youtube watch hour commented on Dec 22

    … [Trackback]

    […] Read More on to that Topic: thereformedbroker.com/2010/03/10/because-im-in-a-better-mood-thats-why/ […]

  9. this website commented on Dec 31

    … [Trackback]

    […] There you will find 29560 additional Information to that Topic: thereformedbroker.com/2010/03/10/because-im-in-a-better-mood-thats-why/ […]

  10. erdal can alkoçlar commented on Nov 18

    An excellent article. I have now learned about this. Thanks admin

  11. child porn commented on Nov 20

    An excellent article. I have now learned about this. Thanks admin

  12. sex video commented on Nov 20

    An excellent article. I have now learned about this. Thanks admin

  13. Erdal can alkoçlar commented on Nov 23

    An excellent article. I have now learned about this. Thanks admin

  14. bagimsizgazete.com commented on Nov 24

    An excellent article. I have now learned about this. Thanks admin