Barry Ritholtz

AUGUST 15, 2023

So you go back a couple of years and you could say, “Well, what return is available buying a treasury?” ” And it turned out, if you looked at the market at that time, it was, I’ll call it 1%, five-year treasury or 10-year treasury. It’s just entertainment. We are deposits cost less than that.

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Barry Ritholtz

DECEMBER 12, 2023

And I was a math nerd as a kid. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. Low price stock has historically had some very large concentrated positions. This is what’s wrong with concentrating in the wrong stocks. What’s kept you entertained these days?

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Barry Ritholtz

JULY 31, 2023

They don’t let the reporters into the fun stuff, but it’s a bunch of CEOs with Steven Mnuchin, the Treasury Secretary, and they’re all yakking about this, the big theme that year, as it often has been since then, was environment, ESG, and they’re all talking about the kind of corporate babble that you hear at these things.

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