Investment Strategies and Market Insights from Ben Carlson
Recent U.S. market turmoil highlights need for a plan, Ben Carlson says
A series of developments including mid-term elections, concerns over data centers and AI, one of the worst market days of the decade, a reported story involving Jensen and a Chinese spy, solid ...
Ben Carlson: Drawdowns from highs for major companies and S&P 500
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, shared recent drawdowns from the highs for several major companies and the S&P 500. According to Carlson, ...
Stock market concentration is high as top 10 S&P stocks reach 40 percent share, Ben Carlson notes
The top 10 stocks in the S&P index make up 40% of total market capitalization, according to a statement by Ben Carlson. Carlson, director of institutional asset management at Ritholtz Wealth ...
Ben Carlson: Recent drawdowns in major indexes and assets highlighted
Several major indexes and assets have recently experienced drawdowns from their highs, including the Dow (down 4%), S&P 500 (down 4.3%), Russell 2000 (down 9.6%), Nasdaq 100 (down 12.9%), gold ...
Recent U.S. housing gains prompt debate on investment value, Ben Carlson notes
U.S. housing prices have posted annual returns of 11% in 2020, 19% in 2021, 6% in 2022, 6% in 2023, 4% in 2024, and projected returns of 1% in both 2025 and 2026. Ben Carlson, director at ...
Ben Carlson: S&P 500 up 11.8% in year with most stocks posting gains
The S&P 500 has gained 11.8% so far this year, with the average stock up 14.9% and the median stock rising 8.9% through Friday's close. About two-thirds of stocks are up on the year, while ...
Tech stocks fall but indexes remain positive this year, Ben Carlson notes
The Nasdaq 100 index has increased by 13.7 percent this year, while the S&P 500 is up 12.4 percent. Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, ...
Ben Carlson: What I Learned Losing a Million Dollars is a top book on investor behavior
Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management, described What I Learned Losing a Million Dollars as his favorite book on investor behavior. Carlson added ...
Facebook grew from $25 billion to $1.6 trillion since 2010, Ben Carlson notes
Facebook's market value increased from $25 billion when the movie Social Network was released in 2010 to $1.6 trillion today. Ben Carlson, a director at Ritholtz Wealth Management, shared this ...
Ben Carlson: Planet Fitness shares have fallen 50% this year
Planet Fitness shares have declined by 50% this year. Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, pointed to his own observation about a change in the ...
Top 10 S&P 500 stocks account for 40 percent of market cap, Ben Carlson notes
The top 10 stocks in the S&P 500 now make up 40 percent of the index's market capitalization, a significant increase from the 20 to 25 percent range seen over most of the past 50 years. Ben ...
Ben Carlson: Time to rebalance portfolios may have arrived
Ben Carlson, Ben Carlson, suggests that now may be an appropriate moment for people to consider rebalancing their portfolios. Carlson, who is director of institutional asset management at ...
Stocks or bonds present a current investment question, Ben Carlson notes
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management and author, questioned whether it is better to invest entirely in stocks or bonds at present. He referenced ...
Ben Carlson: Stock market concentration is expected to continue and questions arise over higher rates versus ZIRP
Ben Carlson, who is Director of Institutional Asset Management at Ritholtz Wealth Management and an author and investor, questioned whether higher interest rates are worse than zero interest rate ...
137,000 households hold 15% of U.S. wealth, Ben Carlson notes
A total of 137,000 U.S. households now control 15% of all household wealth, according to Ben Carlson. Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, also ...
Ben Carlson: Many pundits express concern over market concentration, debt, rates, and AI valuations
Ben Carlson, Ben Carlson of Ritholtz Wealth Management, highlighted that many commentators are currently voicing worry about issues such as stock market concentration, government debt levels, ...
AI marks a new cycle of speculation and debt among biggest companies, Ben Carlson notes
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, draws attention to the widely recognized risks associated with artificial intelligence. He highlights that AI ...
Ben Carlson: High beta decade as top 0.1% sees rising wealth
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, discusses the rise of sudden wealth syndrome in an era of speedball capitalism and the ...
S&P 500 climbs more than 14% in 2026 as Treasury yields rise, Ben Carlson notes
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, highlights that the 10-year Treasury yield has increased from just under 4% to 5.3% this year. Despite this ...
Ben Carlson: Bond market faces first 10-year negative real return since 1976
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, points out that the Agg index, dating back to 1976, is showing the first instance in ...
Stock market shows resilience amid higher rates, Ben Carlson notes
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, discusses key financial topics including why the stock market remains resilient ...
