Investment Strategies and Market Insights from Ben Carlson
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 ...
Ben Carlson: S&P 500 delivers strong real returns despite rising yields and inflation
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, highlights unusual market dynamics since March 2020. He points to 10-year Treasury yields climbing from ...
Housing prices surged close to 50 percent but no crash followed, Ben Carlson notes
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, observes that housing prices increased by approximately 50 percent over a few years without leading to a ...
Ben Carlson: U.S. Treasury yields have surged since March 2020
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, compares U.S. Treasury yields from March 2020 to present levels. According to Carlson, the 30-year Treasury ...
Fed interest rate actions and obstacles for investors dominate discussion, Ben Carlson notes
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, CFA, author, investor, reflects on current market themes including the durability of artificial intelligence ...
Ben Carlson: Bottom 50% of U.S. households see 129% net worth gain since end of 2019
Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, highlights significant changes in U.S. household net worth since the end of 2019. According to Carlson, the ...
Top 10 S&P 500 stocks account for nearly 40% of index, Ben Carlson notes
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, observes that the top 10 stocks in the S&P 500 now make up approximately 40% of the ...
Ben Carlson: AI could boost S&P 500 EPS growth but presents extinction risk
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, suggests that artificial intelligence may increase earnings per share growth for the ...
U.S. unemployment falls and new jobs average 80k per month in 2026, Ben Carlson notes
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, highlights recent labor market trends. The U.S. unemployment rate fell from 4.5% in ...
Ben Carlson: Stocks usually rise but double-digit drawdowns occur often
Ben Carlson, director of institutional asset management, CFA, author, investor at Ritholtz Wealth Management, shares key points on stock investing. According to Ben Carlson, while stocks typically ...
