My friend Ivanhoff has nailed a very important truth here: “The stock market is not a place, where for one party to win, another has to lose. It is a place, driven by cycles – periods, when almost everyone is a winner followed by periods, when almost everyone is a loser. Everyone could make a lot…

Congrats to my friend and partner Barry Ritholtz on the launch of his new show on Bloomberg Radio, Masters In Business! This week his interview with Rob Arnott of Research Affiliates was broadcast live on Bloomberg Radio. The full audio interview is posted below, enjoy! Listen to episode 1, in which Barry interviews Jeff Gundlach, at…

The term “Must-Read” gets thrown around a lot on the financial web (mostly by me and my friends, lol) but today’s chart comes from a truly must-read profile of Leon Cooperman by CNBC’s Lawrence Delavingne. Lee Cooperman is one of the greatest investors of all time, having established and led the asset management division at…

Everyone is worried about the divergence between small caps and big caps. Everyone is talking about the split between the Russell 2000 and the S&P 500 as the former currently sports a year-to-date loss of roughly one percent while the latter continues to make new highs and spanks anyone who would dare attempt to call a…

Cartoon by Jen Sorensen

From: Satya Nadella To: All Employees Date: July 17, 2014 at 5:00 a.m. PT Subject: Starting to Evolve Our Organization and Culture Last week in my email to you I synthesized our strategic direction as a productivity and platform company. Having a clear focus is the start of the journey, not the end. The more…

“I think it is likely (better than 50/50) that all previous deal records will be broken in the next year or two.” Jeremy Grantham, one of investment management’s few absolutely must-read investment strategists, is out with his latest essay in GMO LLC’s quarterly investor letter. In it, Grantham posits that we’re not quite in a stock…

Cartoon by Gustavo Rodriguez, El Nuevo Herald These were the most read posts on TRB this week, in case you missed them… My notes from Delivering Alpha: Part I Part II Part III A quick lesson on market tops How Geopolitical Threats Affect the Stock Market Chart o’ the Day: One Tough Year for Stock…

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