Barry Ritholtz
@ritholtz.bsky.social
Let's hope this one works out better... Chair/CIO of RWM; Masters-in-Business podcast/radio host
Reading these articles once in a while is refreshing -> Lefsetz on Costco by @ritholtz.bsky.social ritholtz.com/2026/07/more...
Lefsetz on Costco - The Big Picture
I’m categorically against self-checkout. I mean I’m already doing all the work. But it’s even worse, the machines are so theft-avoidant that you’ve got to follow a specific routine, not only scanning ...
ritholtz.com
Protostar IRAS 04302+2247 will one day emerge from its “cocoon” of gas and dust. 🦋 #NASAWebb and Hubble looked at this baby star, capturing aspects like the protoplanetary disk and two wing-shaped reflection nebulas. Credit: NASA, ESA, CSA, M. Villenave et. al.
The Failure Gap: We are all systematically blind to how often things fail. ritholtz.com/2026/07/the-...
The Failure Gap - The Big Picture
We are all systematically blind to how often things fail. A 2026 research paper, titled The Failure Gap, goes into great detail about this. The paper’s authors reviewed over 30 “life domains”; they de...
ritholtz.com
"Rule number one when investing during boom times is do not put yourself in a position to become a forced seller when the good times come to an end." -Ben Carlson awealthofcommonsense.com/2026/07/inve...
Investing in the Boom Times - A Wealth of Common Sense
Some lessons from investors in South Korea.
awealthofcommonsense.com
The Failure Gap: We are all systematically blind to how often things fail. ritholtz.com/2026/07/the-...
The Failure Gap - The Big Picture
We are all systematically blind to how often things fail. A 2026 research paper, titled The Failure Gap, goes into great detail about this. The paper’s authors reviewed over 30 “life domains”; they de...
ritholtz.com
"During Duterte’s reign, people inside the Philippines thought they were experiencing quasi-normal political life. But the rest of the world was able to see the situation more clearly." This is about us:
America’s Death Squads Are Real
Sometimes you can’t see the world clearly from the inside.
lnk.thebulwark.com
Ticker Take: The Biggest Mistakes Investors Make ritholtz.com/2026/07/tick...
Ticker Take: The Biggest Mistakes Investors Make - The Big Picture
What a fun conversation! I sat down with Jon Erlichman (formerly of Bloomberg, now at Ticker Take) to discuss the biggest mistakes investors make. Here is the overview: Most investing advice tells you...
ritholtz.com
It is the dawn of a new era. Hear our battle anthem. Welcome to the new InfoWars.
I went deep down the Bobby Bonilla Day rabbit hole, and it led me to some really astonishing findings. The basic story is this: ritholtz.com/2026/07/bobb...
Reverse Engineering the Met's Bobby Bonilla Deal - The Big Picture
Funny story: I was supposed to have Bobby Bonilla on for Masters in Business, but it did not come to pass.1 That was a shame, because it’s a fascinating cautionary tale about hubris, fraud, misunderst...
ritholtz.com
Breaking news: The US Supreme Court has blocked Donald Trump from sacking Federal Reserve governor Lisa Cook, in a powerful rebuke of the president’s attacks on the world’s most important central bank. ft.trib.al/yi6ple0
Alan Greenspan, architect of the modern American economy, dies aged 100. www.bbc.com/news/article...
Alan Greenspan obituary: Architect of the modern American economy dies aged 100
As chairman of the Federal Reserve, Alan Greenspan became the world's most high-profile banker.
bbc.com
🚨🚨 BREAKING: Iran's negotiators have LEFT the venue in protest of Trump's threats, per Tasnim. Trump is single-handedly destroying the entire peace process.
Amazing conversation with Seth Klarman, The Baupost Group ritholtz.com/2026/06/mib-...
MiB: Seth Klarman, The Baupost Group - The Big Picture
This week, I speak with Seth Klarman, CEO and portfolio manager of The Baupost Group, a Boston-based investment manager with a multi-strategy approach. Founded in 1982 with $27 million in seed ...
ritholtz.com
MiB: Seth Klarman, The Baupost Group ritholtz.com/2026/06/mib-...
MiB: Seth Klarman, The Baupost Group - The Big Picture
This week, I speak with Seth Klarman, CEO and portfolio manager of The Baupost Group, a Boston-based investment manager with a multi-strategy approach. Founded in 1982 with $27 million in seed ...
ritholtz.com
California — the world’s 4th largest economy — gets more than half of its electricity from renewables. It is rapidly becoming a state largely powered by the sun during daylight hours and powered by batteries during the night. paulkrugman.substack.com/p/donald-tru...
paulkrugman.substack.com
This guy warned a month ago about what was about to happen in the reflecting pool. Ignoring professionals and steering no bid contracts to donors is not how we are supposed to do things in this country...
HAHAHAhaha! they're making the world's biggest synthetic scum pond!!! The coating is a polyurea used inside pipes. It gels in about 3 seconds, making it non self-leveling. The texture is like an orange peel, the perfect substrate for biofilms. www.nytimes.com/2026/05/19/u...
I guess y'all forgot S&P and Moody's role in rating junk paper as Investment grade in the run-up to the GFC. Pay-for-play is not a bug; it's the entire business model. If you buy anything because of a ratings agency rating, whatever comes your way is exactly what you deserve...
this is absolutely insane. *SPACEX RATED Baa1 BY MOODY'S: INVESTMENT GRADE
“.. A trainee in his sixth week of basic training died after falling ill on Friday and being taken to Brooke Army Medical Center, the Air Force said in a news release.” @nytimes.com www.nytimes.com/2026/06/18/u...
The truest, smartest thing you’ll read today. ritholtz.com/2026/06/reco... Thank you, @ritholtz.bsky.social!
Serendipity: The Role of Luck in Your Life and Career - The Big Picture
Since it’s commencement time, I wanted to share a few thoughts on serendipity. I have been working in finance since 1996 — three decades. My views on nearly everything have evolved over that time: Ind...
ritholtz.com
WGA: “.. it is clear that CBS brass is engaged in a near-constant level of editorial interference that would have previously been unthinkable.” @variety.com $PSKY variety.com/2026/tv/news...
Most people looking to invest focus on what to invest in or how to do it, but the real key to success is knowing what NOT to do. You need road map to smarter decisions & fewer regrets. How Not to Invest available in paperback format in the US from May 5th! Pre-order here lnk.to/hownottoinvest
I enjoy his feed/posts so I picked up his book today. It looks quite interesting and also easily digestible.
Most people looking to invest focus on what to invest in or how to do it, but the real key to success is knowing what NOT to do. You need road map to smarter decisions & fewer regrets. How Not to Invest available in paperback format in the US from May 5th! Pre-order here lnk.to/hownottoinvest
Katalin Karikó is one of the most extraordinary scientific stories of this era. A girl from a modest Hungarian household helped develop technology that saved millions of lives worldwide. In 2023, she was awarded the Nobel Prize in Medicine for discoveries that enabled effective mRNA vaccines.
“.. six months on, Beijing has not allowed any of its companies to buy a single one.” @nytimes.com $NVDA www.nytimes.com/2026/05/21/b...
I will be talking with @ritholtz.bsky.social about this at 5EST ritholtz.com/2026/04/aths...
All Time Highs (SP500) versus All Time Lows (Consumer Sentiment) - The Big Picture
The stock market is hitting all-time highs, even as consumer sentiment hits all-time lows. Is this a paradox? Hardly. The confusion stems from people who imagine market prices move off their personal ...
ritholtz.com
Interesting take from @ritholtz.bsky.social, a finance guy that isn’t a Wall Street (aka establishment) guy. Subtle but important distinction. ritholtz.com/2026/05/regi...
Regime Change at the FOMC - The Big Picture
No, not that regime change. Swapping out Kevin Walsh for Jerome Powell will not matter much — to either inflation narrowly or the economy more broadly. This is because the dominant theme in government...
ritholtz.com