Today you’re hearing a lot about how stocks act historically during the month of September. It’s considered to be the worst month of the year in terms of average annual returns and it usually leads to a pickup in seasonal volatility. My pal Jon Krinsky CMT, technical analyst at MKM Partners in New York, put the…

Happy Labor Day! This weekend’s must-read is quite apropos of today’s holiday. ‘Profits Without Prosperity’, an incredible article at the Harvard Business Review, shows exactly how corporate share buybacks have gotten out of control in the last decade. It then goes on to point out the various ways in which buybacks-gone-wild are killing the capital formation process…

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Two of my favorite guys in the game – my partner Barry Ritholtz and legendary quant pioneer James O’Shaughnessy (of O’Shaughnessy Asset Management) talk stocks, valuation, investing and more. The interview first aired on Barry’s weekend show for Bloomberg Radio, Masters In Business, but you can hear the whole thing below:   Also, don’t miss…

Your definition of Safety is very different from the safety sought by Wall Street professionals, and this latter form is what’s propelled the stock market to new record highs over the last 32 months. The real Flight to Safety has been on since the beginning of 2012 and it has barely let up for even a…

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More than 4,000 tweets were posted about Obama’s suit during that press conference pic.twitter.com/uyKoUrZlNy — Kia Makarechi (@Kia_Mak) August 28, 2014 These were the most read posts on TRB this week, in case you missed them: Quick Takeaways from my day at the US Open 2000.02 The Challenge

This will be all opinion / anecdote and data-free, so take it with as much salt as you must… Yesterday I spent the day at US Open tennis tournament in Queens, New York. I make the following possibly relevant observations: 1. This event, based on the handful of random years during I’ve attended, has steadily…