Josh Brown
Co-founder and CEO of Ritholtz Wealth Management. He wrote The Reformed Broker for over a decade, now publishes the Downtown Josh Brown newsletter, and co-hosts The Compound and Friends.
Josh Brown did not write this page.
We collected these quotes from things they published elsewhere, and every quote links to where it was said. They have no account here and have not endorsed this site. Quotes are word for word; the short line under each one is our own restatement, not their wording. Their own site. Is this you? Claim it or ask us to remove it. Or tell us what is wrong here.
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Their wordsIt's the idea that the next leg of the bull market could be powered by the "real world" businesses that are able to report higher-than-expected earnings thanks to AI-derived efficiencies and productivity.
↗Reasons to Stay Longdowntownjoshbrown.com 1st of 2 in this piece
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Their wordsIf you need a reason to be bullish on the US stock market for the second half, look no further.
↗Reasons to Stay Longdowntownjoshbrown.com 2nd of 2 in this piece
- 7 days earlier
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Their wordsNothing's being "rolled back" - the world you knew is gone for good.
↗New World Orderdowntownjoshbrown.com 1st of 3 in this piece
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Their wordsIs this normal? Well, it wasn't last year but it will be by next year.
↗New World Orderdowntownjoshbrown.com 2nd of 3 in this piece
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Their wordsI think what's new these days is the speed at which these abnormalities come along. It feels faster.
↗New World Orderdowntownjoshbrown.com 3rd of 3 in this piece
- 2 weeks earlier
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Our reading
The current market environment for space-related investments resembles the 1960s space mania.
Their wordsThere's a precedent for today's space mania in the stock market.
↗The Beginning of the Enddowntownjoshbrown.com 1st of 2 in this piece
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Their wordsHow can you possibly say the SpaceX IPO isn't checking every one of these boxes?
↗The Beginning of the Enddowntownjoshbrown.com 2nd of 2 in this piece
- 3 weeks earlier
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Their wordsThis concentration of profits among the largest companies is obviously (I can say "obviously" at this point) among the great secular trends of our era. And while the pace of this might be unsustainable, directionally - I would guess - it's unlikely to reverse.
↗Unsustainable Things Rarely Sustaindowntownjoshbrown.com 1st of 2 in this piece
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Our reading
The current rate of upside shocks in semiconductor earnings expectations is unsustainable.
Their wordsThe rate of this upside shock is obviously unsustainable. Eventually, the analysts catch up with their forecasts.
↗Unsustainable Things Rarely Sustaindowntownjoshbrown.com 2nd of 2 in this piece
- 4 weeks earlier
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Their wordsI am only saying the vast majority of investors are not recklessly speculating on technology bets that are extremely improbable to have a payoff.
↗Why it's not a bubbledowntownjoshbrown.com 1st of 2 in this piece
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Their wordsThe reality is that we are still short computing power given the explosive use of generative AI and there is no end in sight.
↗Why it's not a bubbledowntownjoshbrown.com 2nd of 2 in this piece
- 3 weeks earlier
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Their wordsHas the software sell-off been overdone - at least, in the short-term? I thought so.
- 5 weeks earlier
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Their wordsArt, for most of us, is connected to the feelings the artist is experiencing and the experiences the artist is responding to. You can't manufacture that with an algorithm.
↗The Analog Worlddowntownjoshbrown.com 1st of 3 in this piece
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Their wordsFor right now, the stocks of companies that inhabit the physical world - trucks, semiconductors, agriculture and construction equipment, chocolate, coffee, senior living facilities, medical offices, houses - these are the place to be while the disruption question hangs over the asset-light world of software and services.
↗The Analog Worlddowntownjoshbrown.com 2nd of 3 in this piece
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Their wordsAnalog products, analog assets, analog places. Put another way, so far this year you want atoms, not bits. Will there be swings back in the other direction? Yes. Counter-trend rallies as things get carried too far? Yes. Rotations out of the blue that shake everyone up? Of course. But this is the major trend.
↗The Analog Worlddowntownjoshbrown.com 3rd of 3 in this piece