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The “Art” of Market Timing

Barry Ritholtz

This weekend Jeff Sommer discussed a DFA research paper on market timing; both are well worth your time to read. The broad strokes are: Market timing is extremely difficult, very few people (if any) do it consistently well. Low Stakes : The most successful market timers are often those people who do not have actual assets at risk.

Marketing 117
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10 Bad Takes On This Market

Barry Ritholtz

Only 5 stocks driving markets?! Equal-weighted Nasdaq100 up 17% since the June lows for the market because “it’s only 5 stocks”? How bad at math do you need to be to think that it’s only 5 stocks driving this market? Only 5 stocks driving markets 2. Then why are Equal-weighted indices doing so well?

Marketing 111
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Holding Onto Your Marketing Budget in a Downturn

CFO News Room

If you’re a chief marketing officer (CMO), the current economic uncertainty undoubtedly creates anxiety for you, your team, and your agencies. The Mobile Marketing Association (MMA) has demonstrated the tight correlation between advertising spend and economic indicators like GDP growth by looking at historical data.

Budgeting 130
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New Math: Walmart+ Doesn’t Equal Amazon Prime

PYMNTS

So Walmart went to its go-to strength in this battle, and that’s mass market media. That’s partly because of their slow pace, and perhaps partly because the company isn’t making a point of calling them part of a campaign to become a lifestyle company,” says the stock market analysis site.

Math 60
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Dollars Are For Spending & Investing, Not Saving

Barry Ritholtz

But that’s not all : I also have the opportunity to invest those dollars : I can buy a broad market index, expecting it’ll appreciate; I can buy bonds and enjoy the income they yield; I could purchase real estate, which either gives me a place to live or rent out for income; I could also use that money to start or build a business.

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Did Amazon’s Market Share Drop To 37%?

PYMNTS

eCommerce market is far below previous projections. The downward revision of Amazon’s market share comes as the eCommerce giant finds itself, along with Facebook and Google, in the cross-hairs of regulators who believe they’ve grown too large, too powerful and very much in need of antitrust oversight. eMarketer has done its math.

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10 Monday AM Reads

Barry Ritholtz

The Hustle ). • What Is the Bond Market Saying About the Economy? The bond market is known for being much smarter than the stock market but we don’t have to go back very far to find a time when it was wrong. The bond market certainly DID NOT see the pandemic-induced inflation coming. ( New York Times ). • Economist ).

Math 117