Barry Ritholtz
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ritholtz.bsky.social
Barry Ritholtz
@ritholtz.bsky.social
Let's hope this one works out better...

Chair/CIO of RWM; Masters-in-Business podcast/radio host
Right? What an interesting guy!
February 12, 2026 at 4:09 AM
10 Wednesday AM Reads

-The Scourge of Online Sports Betting
-Why Hedge Funds Got Better While Private Equity Just Got Bigger
-The Crypto-Hoarding Strategy Is Unraveling
-The Epstein scandal is taking down Europe’s political class. In the US, they’re getting a pass

ritholtz.com/2026/02/10-w...
10 Wednesday AM Reads - The Big Picture
My mid-week morning train WFH reads: • Andreessen Horowitz’s Rising Influence Over Trump-Era AI Policy: The VC giant is shaping how Washington thinks about artificial intelligence — and the stakes cou...
ritholtz.com
February 11, 2026 at 12:39 PM
Reposted by Barry Ritholtz
I wrote yesterday about Kevin Warsh, saying what everyone who really follows monetary debates knows: he's a bullshitter who uses big words to make incoherent arguments that always amount to stimulus for Republicans, austerity for Dems 1/

paulkrugman.substack.com/p/a-bad-heir...
A Bad Heir Day at the Fed
No, Kevin Warsh isn’t qualified
paulkrugman.substack.com
January 31, 2026 at 2:39 PM
Reposted by Barry Ritholtz
The things you say when you know nothing about economies, economics and economic growth — but you’re freaked out about the midterm elections.
www.bloomberg.com/news/article...
Trump Says Fed Pick Warsh Can Get Economy to Hit 15% Growth
President Donald Trump said his pick to lead the Federal Reserve can stoke the economy to grow at a rate of 15%, an exceedingly rosy target that nonetheless underscores the pressure that Kevin Warsh w...
www.bloomberg.com
February 10, 2026 at 12:39 PM
10 Tuesday AM Reads:
-The Uncool Dow Index Has Its Moment in the Sun
-The ultimate case study why AI won’t replace human workers
-Kiss those free snacks and cold brew goodbye
-The “huge vibe divergence” between tech + finance on AI
-How ADHD Became an Adult Disorder
ritholtz.com/2026/02/10-t...
10 Tuesday AM Reads - The Big Picture
My morning train WFH reads: • The Dow, the Uncool Index, Has Its Moment in the Sun: The oldest, most unfashionable stock benchmark is suddenly outperforming. (Wall Street Journal) • Crypto revolt expo...
ritholtz.com
February 10, 2026 at 12:11 PM
Translation: Expect a soft -- or very soft -- NFP number on Wednesday...
Hassett: "There's a pretty big decline in the labor force because of illegals leaving the country, so the break even job number is quite a bit lower than it was under Joe Biden. So you should expect slightly smaller job numbers."
February 9, 2026 at 1:29 PM
10 Monday AM Reads:

-Record Super Bowl Betting
-Coming Crypto Apocalypse
-America’s Largest Landowners
-Is It Good When Execs Buy Their Own Stock?
-AI ‘slop’ is transforming social media
-How the Capitalists Broke Capitalism
-The Economic Costs of Brexit on the UK

ritholtz.com/2026/02/10-m...
10 Monday AM Reads - The Big Picture
My back-to-work morning train WFH reads: • You’ve Never Seen Super Bowl Betting Like This Before: Prediction markets are turbocharging America’s obsession with sports gambling. (The Atlantic) • The Co...
ritholtz.com
February 9, 2026 at 12:57 PM
Reposted by Barry Ritholtz
If the government won't bail out my crypto losses, I'm going to become an even bigger libertarian.
February 6, 2026 at 2:04 AM
10 Sunday Morning Reads:

-Super Bowl Betting Like Never Before
-10 Reasons This Is the Worst Crypto Winter Ever
-Unauthorized access to license plate data
-The rise of in-car ads (ugh)
-The Rise of the Slopagandist
-How to tear gas children
-The Great Lux Ticket Crisis
ritholtz.com/2026/02/10-s...
10 Sunday Morning Reads - The Big Picture
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • You’ve Never Seen Super Bowl Betting Like This Before: Prediction markets are turbocharging America’s obsessi...
ritholtz.com
February 8, 2026 at 12:32 PM
Reposted by Barry Ritholtz
💯
February 8, 2026 at 5:42 AM
Reposted by Barry Ritholtz
BOUIE: “.. I try to avoid superlatives in my writing, but there is simply no question that this is the most flagrant display of presidential racism since Woodrow Wilson screened D.W. Griffith’s ‘The Birth of a Nation’ in the White House in 1915.”

@jamellebouie.net
www.nytimes.com/2026/02/07/o...
February 8, 2026 at 5:47 AM
10 Weekend Reads

-What happens when we admit we don’t know?
-Bubbles as a Feature Not a Bug
-Interstellar Space Travel Will Never, Ever Happen
-Federal Reserve 101
-Computers can’t surprise
-NFL & Fox: The $1.6B Deal That Changed Everything

ritholtz.com/2026/02/10-w...
10 Weekend Reads - The Big Picture
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • What happens when we admit we don’t know? Kelly Corrigan on why...
ritholtz.com
February 7, 2026 at 12:25 PM
10 Friday AM Reads
-Super Bowl ad slots hit record prices as brands return to TV marketing
-Expect Equity Markets to Broaden in 2026, Led by Small Caps, International
-An oral history of the Fed’s Covid-19 crisis
-Bridgerton Finally Gets It Together

ritholtz.com/2026/02/10-f...
10 Friday AM Reads - The Big Picture
My end-of-week morning train WFH reads: • Super Bowl ad slots hit record prices as brands return to TV marketing: Broadcaster NBC says some brands are paying more than $10mn for a 30-second slot. (Fin...
ritholtz.com
February 6, 2026 at 12:25 PM
Reposted by Barry Ritholtz
The #SellAmerica trade: 🇺🇸

“.. The year-to-date underperformance of US equities relative to the rest of the world is the worst since at least 1995.”

- Auger
February 6, 2026 at 12:20 PM
The original post where that phrase came from was about Bill Hwang and Archegos Capital Management

“This has to be one of the single greatest losses of personal wealth in history.” –Mike Novogratz

ritholtz.com/2021/04/purp...
ritholtz.com
February 5, 2026 at 12:13 PM
10 Thursday AM Reads:

- Bitcoin Perpetual Motion Machine Is Sputtering
-DraftKings + FanDuel spend millions on '26 midterms
-U.S. Manufacturing Is in Retreat; Tariffs Aren’t Helping
-Stop Blaming DoorDash for Affordability Crisis
-The Murder of The Washington Post

ritholtz.com/2026/02/10-t...
10 Thursday AM Reads - The Big Picture
My morning train reads: • The Bitcoin Perpetual Motion Machine Is Starting to Sputter: Crypto treasury companies quietly crept into index funds and retirement accounts. Its collapse is good news for a...
ritholtz.com
February 5, 2026 at 12:09 PM
13F scraping sites are clickbait junk you should ignore. All of our individual holdings are part of a broader allocation strategy, and we buy all the stocks in a fund/index through direct indexing.

Contrary to what I've read, I’ve no opinions on nearly all of these
ritholtz.com/2023/04/buy-...
Buy This, Sell That? Please Don’t… - The Big Picture
Ever see those IR stories announcing a firm is “increasing its exposure” or “boosting our stake” or “unloading shares” in a given company? Sounds like someone with more resources, insights, and connec...
ritholtz.com
February 4, 2026 at 8:55 PM
10 Tuesday AM Reads:

-Why US stocks don’t care a jot about Greenland, trade wars or global aggro
-Former Fed Researcher Claudia Sahm explains Kevin Warsh’s economic philosophy
-A mysterious delay in the Supreme Court tariffs case
-The Man Who Broke Physics

ritholtz.com/2026/02/10-t...
10 Tuesday AM Reads - The Big Picture
My morning train reads: • Why US stocks don’t care a jot about Greenland, trade wars or global aggro: Does nothing matter to financial markets? Is this irrational exuberance run amok? Not really. Mark...
ritholtz.com
February 3, 2026 at 12:36 PM
Until the US campaign funding situation is addressed (including Citizens United), legislation willbe sold to the highest bidders.

Bad gambling problem? Sorry, it's too lucrative to take the industry's cash rather than deal with it...

popular.info/p/draftkings...
DraftKings and FanDuel spending millions on 2026 midterms, new filings reveal
The two largest online sports gambling companies, DraftKings and FanDuel, have already spent millions of dollars on the 2026 midterm elections, according to FEC disclosures filed on Friday.
popular.info
February 2, 2026 at 5:46 PM
10 Monday AM Reads:

-Kevin Warsh Is Trump’s Man—and His Own. How He Will Reshape the Fed
-What happens after the Age of the Dollar ends?
-Why public expectations of inflation matter
-How high can prices in the Hamptons go?
-When Bruce Springsteen Met Michael Stipe

ritholtz.com/2026/02/10-m...
10 Monday AM Reads - The Big Picture
My back-to-work morning train WFH reads: • Kevin Warsh Is Trump’s Man—and His Own. How He Will Reshape the Fed. Kevin Warsh is President Trump’s nominee for the next chair of the Federal Reserve, Trum...
ritholtz.com
February 2, 2026 at 12:53 PM
Reposted by Barry Ritholtz
You know Alex Pretti & Renee Good—the 2 white people ICE killed.

ICE has also killed Keith Porter, a Black man, Parady La, a Cambodian man, & 5 Latinos—Heber Sanchaz Domínguez, Victor Manuel Diaz, Luis Beltran Yanez-Cruz, Luis Gustavo Nunez Caceres, and Geraldo Lunas Campos.

9 TOTAL.

ABOLISH ICE.
January 26, 2026 at 2:32 AM
Good explainer:

Federal Reserve 101: What America’s central bank does and why it matters.

paulkrugman.substack.com/p/federal-re...
Federal Reserve 101
What America’s central bank does and why it matters
paulkrugman.substack.com
February 1, 2026 at 1:52 PM
10 Sunday Morning Reads

-Trump’s Year of Anarchy
-Crypto CEO Became Enemy #1 on Wall St
-Injury to Buildings and Vegetables
-Trapped in the hell of social comparison
-On the architecture of unreality
-The commenters won
-Police Losing Faith in Its Tactics

ritholtz.com/2026/02/10-s...
February 1, 2026 at 1:00 PM
Wealth accumulation over time:

-Average 20-something is worth a mere $127,730.

-Average 50-something American has a net worth of $1.4 million.

-Average 60-something is worth $1.6 million.

Wealth inequality exists, but the premise of increasing wealth accumulation as we age is accurate.
January 31, 2026 at 12:16 PM
You can run into the Mean/Median issue when showing data in total; its less prominent when broken down by age showing demographic patterns.

Older people have long work and investing history -- and therefore more compounding. The original source supports this.

www.empower.com/the-currency...
January 31, 2026 at 12:16 PM