Articles from: Ritholtz.com
Showing 1–24 of 137 articles
Sort
Page 1 of 6
per page
10 Tuesday AM Reads
Barry Ritholtz, Ritholtz.com
My mid-morning Plane reads: • The Era of Free Seas Is Unraveling—and Now Everyone’s Going to Pay: Three centuries of open maritime commerce are buckling under geopolitical pressure. Iran’s toll booth at the Strait of Hormuz is just the beginning of a much mor…
Apr 14, 2026, 10:30 AM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • What China Just Learned From the Iran War: Beijing watched America bomb Iran and drew its own conclusions about red lines, deterrence, and Taiwan. The lessons are not t…
Apr 12, 2026, 10:30 AM
10 Friday AM Reads
Barry Ritholtz, Ritholtz.com
My end-of-week morning train WFH reads: • The AI Jobs Scare Meets 250 Years of Data: What does history show? The economic stories of transformative technologies often display two important elements. 1) A rough patch at some point; 2) Business productivity (e…
Apr 10, 2026, 10:30 AM
Happy Liberation Day 1-Year Anniversary!
Barry Ritholtz, Ritholtz.com
It’s been exactly one year since the Liberation Day Tariffs were announced, implemented, challenged, and ultimately overturned at every level. They served as the foundation of the administration’s main economic policy. What has been the overall impact – econo…
Apr 2, 2026, 4:00 PM
10 Wednesday AM Reads
Barry Ritholtz, Ritholtz.com
Welcome to April! Kick off the month with my WFH reads: • The oil market’s COVID moment: During the pandemic, demand for oil plummeted by about 7 million barrels a day. Gas prices plunged, and at one point oil prices went negative in the U.S. The Iran war is…
Apr 1, 2026, 10:30 AM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Why Kalshi Won’t Pay Winners: Kalshi has refused to pay $54 million to traders who won their bets on when Iranian leader Ayatollah Ali Khamenei would leave office. Gam…
Mar 29, 2026, 10:30 AM
10 Thursday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • Traders Placed $580mn in Oil Bets Ahead of Donald Trump’s Social Media Post on Iran Talks: Someone placed enormous oil bets right before Trump’s Iran post moved the market. Coincidence is one explanation, but not the most obvious…
Mar 26, 2026, 10:30 AM
10 Friday AM Reads
Barry Ritholtz, Ritholtz.com
My first day of Spring (yay!) reads: • Finance Bros to Tech Bros: Don’t Mess With My Bloomberg Terminal: Professional investors spend more time with the computer system than they do with their spouses. So when AI evangelists declared it ‘cooked,’ it was war. …
Mar 20, 2026, 10:30 AM
10 Wednesday AM Reads
Barry Ritholtz, Ritholtz.com
My mid-week morning train WFH reads: • The stock market looks wild under the surface: The S&P 500 appears relatively calm on the surface this year, but dig a little deeper and you’ll find some wild swings. Dispersion hiding beneath calm headline indices — sec…
Mar 18, 2026, 10:30 AM
10 Tuesday AM Reads
Barry Ritholtz, Ritholtz.com
My early two for Tuesday morning train WFH reads: • Et Tu, S&P 500?: Robin Wigglesworth on the fascinating possibility that S&P index rules may be rewritten to accommodate SpaceX—the implications for passive investing and index integrity are enormous. (Financ…
Mar 17, 2026, 10:30 AM
Transcript: Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital
Barry Ritholtz, Ritholtz.com
The transcript from this week’s MiB: Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio…
Mar 16, 2026, 4:30 PM
10 Monday AM Reads
Barry Ritholtz, Ritholtz.com
My back-to-work morning train WFH reads: • Barron’s 100 Most Influential Women in U.S. Finance: Our annual list honors women helping their companies, clients, and country through volatile markets and challenging times. Meet this year’s 28 new additions. (Barr…
Mar 16, 2026, 10:30 AM
At The Money: Pursuing Alpha through Exchange-Traded Funds
Barry Ritholtz, Ritholtz.com
At The Money: Finding Alpha via Unique ETF Strategies (March 12, 2026) If you want market performance (beta), you buy broad index funds. But what if you want to use a portion of your portfolio to try to beat the market (alpha)? One option is to pursue …
Mar 12, 2026, 2:00 PM
10 Thursday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • Iran tells world to get ready for oil at $200 a barrel as it fires on merchant ships: Tehran is targeting commercial shipping and warning of triple-digit oil. The Strait of Hormuz risk premium is no longer theoretical. (Yahoo New…
Mar 12, 2026, 10:30 AM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Worst Acquisition in History, Again: Scott Galloway on whichever deal just earned this dubious distinction. After six months and eight failed bids, the Ellisons mad…
Mar 8, 2026, 10:30 AM
10 Sunday AM Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetence, corruption and policy failures: • Cabinet Apocalypse: A News Review in an Imagined Conversation: “Calling this meeting to order. That was a long speech that I just gave. State of the Union. Long speech.…
Mar 1, 2026, 11:30 AM
10 Friday AM Reads
Barry Ritholtz, Ritholtz.com
My end-of-week morning train WFH reads: • People Loved the Dot-Com Boom. The A.I. Boom, Not So Much.: The dot-com era generated genuine public excitement. The AI boom is generating anxiety, skepticism, and resentment — even as the money keeps pouring in. (New…
Feb 27, 2026, 11:30 AM
10 Tuesday AM Reads
Barry Ritholtz, Ritholtz.com
My Two-for-Tuesday morning train WFH reads: • A Yale Professor’s Investment Formula Says You Need More Stocks. See How It Works. James Choi’s research suggests most investors are too conservative with their asset allocation — and he’s got the math to back it …
Feb 24, 2026, 11:30 AM
10 Sunday Morning Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Jeffrey Epstein Was Vladimir Putin’s Wealth Manager, FBI Source Claimed in Newly Released Epstein Files: Unsealed evidence related to the billionaire sex offender inclu…
Feb 22, 2026, 11:30 AM
Winners & Losers of SCOTUS Decision Striking Down Tariffs
Barry Ritholtz, Ritholtz.com
SCOTUS: Article I, Section 8, of the Constitution specifies that “The Congress shall have Power To lay and collect Taxes, Duties, Imposts and Excises.” The Framers recognized the unique importance of this taxing power—a power which “very clear[ly]” includes …
Feb 20, 2026, 5:02 PM
10 Thursday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • The grift economy is going mainstream Scams and grift have evolved from fringe activity into normalized economic behavior, marking a fundamental shift in how cons operate in plain sight. (Your Brain on Money) • Detroit Automakers…
Feb 19, 2026, 11:30 AM
10 Presidents Day Reads
Barry Ritholtz, Ritholtz.com
My three-day weekend reads: • Why a ‘K-Shaped’ Economy Means More Risk for Stock Investors: The wealthy are propping up consumer spending thanks to a multi-year bull run, while lower earners pinch pennies. That creates a fragile circular dynamic — if stocks s…
Feb 16, 2026, 11:30 AM
10 Friday the 13th Reads
Barry Ritholtz, Ritholtz.com
My end-of-week morning paraskevidekatriaphobia WFH reads: • The Big Money in Today’s Economy Is Going to Capital, Not Labor: Soaring profits and stocks funnel more of GDP toward companies, their top employees and shareholders. AI will intensify this trend. (W…
Feb 13, 2026, 11:30 AM
10 Thursday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • Here’s Fidelity Contrafund’s Will Danoff’s Secret Sauce: Fidelity Contrafund’s retiring manager showed how long-term stock-picking success is still possible. After decades running one of the biggest mutual funds on the planet, Da…
Feb 12, 2026, 11:30 AM
Page 1 of 6
per page