Articles from: Ritholtz.com
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10 Thursday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • Land Appreciates. Homes Depreciate. The structure (house) is a depreciating asset: without continuous investment and updates, its value declines over time, even after renovations. The land is the appreciating component: long-term…
May 28, 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 Global Fertility Crisis Is Worse Than You Probably Think: Everybody knows about the decline in birthrates. Fewer people understand why—or just how significantly it …
May 24, 2026, 10:30 AM
10 Friday AM Reads
Barry Ritholtz, Ritholtz.com
My end-of-week morning train WFH reads: • What’s the Sticker Price of Exorbitant Privilege? A clean Substack walk-through of the dollar’s “exorbitant privilege” — what reserve status earns the US, what it costs, and what would actually shake it. The de-dollar…
May 22, 2026, 10:30 AM
10 Thursday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • Before you invest in crypto, watch this film: Mother Jones on a documentary diagnosing crypto as a wealth-transfer machine pointed at retail. The OC star turned skeptic remains an unlikely but effective explainer. Ben McKenzie sc…
May 21, 2026, 10:30 AM
10 Wednesday AM Reads
Barry Ritholtz, Ritholtz.com
My mid-week morning train WFH reads: • Stock Gains Without All the Taxes? How the Hottest Trade on Wall Street Works: The stock-market surge has propelled the use of a new kind of tax-loss harvesting. We break it down. The WSJ on the surge of direct-indexing …
May 20, 2026, 10:30 AM
10 Tuesday AM Reads
Barry Ritholtz, Ritholtz.com
My Taco Tuesday morning train strike Lyft reads: • Words That Mattered: Fed Chair Jay Powell: A close reading of Powell’s most consequential lines, dated and re-contextualized. Excellent reference for the next FOMC parse. (Stay-at-Home Macro) • How Trump plan…
May 19, 2026, 10:30 AM
Transcript: Shelia Bair, former FDIC Chair
Barry Ritholtz, Ritholtz.com
The transcript from this week’s, MiB: Shelia Bair, former FDIC Chair, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier po…
May 18, 2026, 1:00 PM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Trump’s China Trip Underscores How Power Has Shifted East. Given that Trump explodes at even the most trifling perceived affront—pulling 5,000 American troops out of Ge…
May 17, 2026, 10:30 AM
10 Friday AM Reads
Barry Ritholtz, Ritholtz.com
My end-of-week morning train WFH reads: • Miami got NYC’s billionaires. Will it get their businesses? The fact is, high earners who were formerly geographically tethered to their companies can now work remotely. They are optimising their domicile for taxes, w…
May 15, 2026, 10:30 AM
10 Monday AM Reads
Barry Ritholtz, Ritholtz.com
My back-to-work morning train WFH reads: • Trade court rules Trump’s replacement tariffs illegal: A divided three-judge panel on the U.S. Court of International Trade concluded that Trump’s 10 percent global tariffs are unlawful. Same trade-court ruling, seco…
May 11, 2026, 10:30 AM
Transcript: Howard Lindzon, Social Leverage
Barry Ritholtz, Ritholtz.com
The transcript from this week’s MiB Howard Lindzon, Social Leverage, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier pod…
May 10, 2026, 3:00 PM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Why Almost Everyone Loses—Except a Few Sharks—on Prediction Markets: A WSJ analysis shows a small number of accounts on Polymarket and Kalshi—often pros using data-driv…
May 10, 2026, 10:30 AM
10 Thursday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • I Asked ChatGPT to Manage a Stock Portfolio. Here’s How It Did. What followed was a monthslong back-and-forth on everything from tariffs to leveraged funds . Spoiler: it picked momentum and got beaten by a bad market. Useful as a…
May 7, 2026, 10:30 AM
10 Monday AM Reads
Barry Ritholtz, Ritholtz.com
My back-to-work morning train reads: • Sell in May and Go Away? Not This Year. The S&P 500 Just Had Its Best Month Since 2020. Don’t let sell in May’ spook you. Stocks have been on a tear. The Dow Jones Industrial Average DJIA -0.31% has risen 0.9% this past …
May 4, 2026, 10:30 AM
10 Thursday AM Reads
Barry Ritholtz, Ritholtz.com
My morning train WFH reads: • Renewable energy just broke a 100-year-old streak Coal’s century at the top of the world’s power mix is over. (Vox) • I Just Drove a $10,000 Chinese EV and It Didn’t Suck: Geely’s EX2 is the hottest car in the Chinese market, and…
Apr 30, 2026, 10:30 AM
10 Monday AM Reads
Barry Ritholtz, Ritholtz.com
My back-to-work morning train WFH reads: • Don’t Fret the War. Why ‘Big Money’ Investors Are Bullish—and Where They’re Investing Now. Barron’s twice-yearly survey of professional money managers finds bulls firmly back in charge, with small-caps, international…
Apr 27, 2026, 10:30 AM
10 Sunday Reads
Barry Ritholtz, Ritholtz.com
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Tourists Are Staying Away from the U.S. in Droves: With the World Cup approaching and the country’s 250th anniversary also on tap this summer, 2026 was supposed to be a…
Apr 26, 2026, 10:30 AM
10 Friday AM Reads
Barry Ritholtz, Ritholtz.com
The labor economics of ‘Alien’ — and its lessons for inequality on Earth. https://www.npr.org/sections/planet-money/2026/04/14/g-s1-117075/the-labor-economics-of-alien-and-its-lessons-for-inequality-on-earth Nobody Cares: A bracing essay on why effort without…
Apr 23, 2026, 10:55 AM
Tariff War, Post-SCOTUS Update
Barry Ritholtz, Ritholtz.com
Everybody’s attention has been focused on the Iran War,1 but I want to draw your attention back to a different war — the prior Trade War. Eighteen months ago, the Trump administration was elected to its second term. After November 2024, there was a lot of noi…
Apr 21, 2026, 4:30 PM
10 Tuesday AM Reads
Barry Ritholtz, Ritholtz.com
My Two-for-Tuesday morning train WFH reads: • 50 years. 50 facts. Indexing since 1976. As the golden anniversary of index fund investing approaches, the strategy is widely available across and within asset classes. Its appeal is evident: Indexing is an easy-t…
Apr 21, 2026, 10:30 AM
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
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