Detached from Reality? (No) ritholtz.com/2025/09/deta...

Transcript: Jaime Magyera, Head of U.S. Wealth & Retirement, BlackRock. ritholtz.com/2025/09/tran...

So sorry to learn of the passing of Jonathan Clements; he was one of the good guys. He will be greatly missed. Try to read @jasonzweigwsj's obit without tearing up. www.wsj.com/finance/inve...

Where is the Tipping Point? ritholtz.com/2025/09/tipp...

10 Monday AM Reads ritholtz.com/2025/09/10-m...

Style lessons from Robert Redford, one of the most stylish men in the last century. 🧵

10 Sunday Reads ritholtz.com/2025/09/10-s...

Among other results from Yale’s CEO poll, 80% said the White House pressure on the Federal Reserve wasn’t in the best long-term interests of the U.S., and 71% said Trump has weakened the Fed’s independence. -Fortune fortune.com/2025/09/19/c...

Quarterly reporting is blamed for corporate short-termism. But less frequent reports, counterintuitively, would be worse—fewer reports will distort decisions even more, as we tend to emphasize what happens less often. Report daily, advises Barry @ritholtz.bsky.social: buff.ly/4XrDaKn

Bureau of Labor Statistics postpones key data report. www.axios.com/2025/09/19/b...

Long-Term Wisdom in a Short-Term World roberthuebscher.substack.com/p/long-term-...

Your reminder that most online reviews are unreliable; many are fake, or generated by bot farms, or bought and paid for. Huge error by eBay, Amazon, Yelp + Google not stopping this. The business model of having the public review products and services is failing... www.nytimes.com/2025/09/11/t...

“We don’t win bets by being in love with our own ideas. We win bets by relentlessly striving to calibrate our beliefs and predictions about the future to more accurately represent the world. In the long run, the more objective person will win against the more biased person.” -Annie Duke

10 Thursday AM Reads ritholtz.com/2025/09/10-t...

Moving from quarterly to semi-annual will only make the reports THAT MUCH BIGGER, increase volatility, and disguise short-termism. The better approach? Continuous, real-time, daily updates. Management Gaming of earnings reports will disappear... ritholtz.com/2018/08/repo...

"When you say, “the market is crashing,” you’ve framed the situation that you can predict future prices. You can’t. When you say, “the market has crashed,” you’ve framed the situation more accurately. Something has already occurred; deal with the aftermath." www.acadian-asset.com/investment-i...

BofA raises 2025: SPX EPS to $271 (12% YoY growth) and for 2026, broader growth to $298 (10% YoY growth)

TS LOMBARD: “.. Forget tariffs, message is slower growth.”

“We are narrow thinkers, we are noisy thinkers, and it is very easy to improve upon us.” -Ajay Agrawal, Prediction Machines: The Simple Economics of Artificial Intelligence

“If you sold after every big down day — let’s say a 2% drop — in the S&P 500 and bought in two weeks later when the coast is clear, you would’ve missed out on a third of gains over the past 20 years.” -Callie Cox www.tker.co/p/large-stoc...

"If I read a book that cost me $20 and I get one good idea, I've gotten one of the greatest bargains of all time." -Tom Peters

RWM Makes Barron’s Top 100 RIA Firms! ritholtz.com/2025/09/barr...

10 Monday AM Reads ritholtz.com/2025/09/10-m...

Let’s go for a ride! 1969 Mercedes-Benz 280 SL 5-Speed ritholtz.com/2025/09/1969...

10 Sunday Reads ritholtz.com/2025/09/10-s...

10 Weekend Reads ritholtz.com/2025/09/10-w...

10 Friday AM Reads ritholtz.com/2025/09/10-f...

“When information is cheap, attention becomes expensive.” -James Gleick, The Information: A History, a Theory, a Flood

Jules, this is Brian. Listen, I'm on an airplane that's been hijacked. If things don't go well, and it's not looking good, I just want you to know I absolutely love you. I want you to do good, go have good times. Same to my parents and everybody, and I just totally love you, and I'll see you when ..

The Supreme Court will be taking the Tariff case up; the White House lost at both the Trial and the Appeal. Here is what Neal Katyal, the appellate attorney who won the appeal, has to say about the pending case... ritholtz.com/2025/09/mib-...

Jumping on Bloomberg Radio and TV in 5 minutes to talk about markets, the fed the economy and all things FutureProof come join us @BloombergRadio

Jumping on and if @BloombergTV and @BloombergRadio now to talk about tariffs recessions and FutureProof festival live from California

I had an amazing conversation with Neal Katyal on tariffs and the U.S. Constitution Transcript: Neal Katyal on Challenging Trump’s Global Tariffs. ritholtz.com/2025/09/tran...

Ben Carlson: My 10 Years at Ritholtz Wealth Management. awealthofcommonsense.com/2025/09/my-1...

The drop in US construction spend catches B of A’s attention. “.. recession signal.”

Only 34 minutes before the Employment Situation Report, nbd. *BLS SAYS DATA RETRIEVAL TOOLS ARE NOT AVAILABLE ON WEBSITE *BLS SAYS IT'S EXPERIENCING TECHNICAL DIFFICULTIES

ATM: Want to Fly Private? Here is How! ritholtz.com/2025/09/atm-...

Special Edition: Neal Katyal on Challenging Trump's Global Tariffs podcasts.apple.com/us/podcast/s...

MiB: Special Edition: Neal Katyal on Challenging Trump’s Global Tariffs ritholtz.com/2025/09/mib-...

Special Edition: Neal Katyal on Challenging Trump's Global Tariffs podcasts.apple.com/us/podcast/s...

Transcript: Mark Zandi, chief economist of Moody’s Analytics ritholtz.com/2025/09/tran...

10 Labor Day Reads ritholtz.com/2025/09/10-l...

10 Sunday Reads. ritholtz.com/2025/08/10-s...

10 Weekend Reads: Another set of bangers! Perfect beach reading! ritholtz.com/2025/08/10-w...

Most of President Donald Trump’s global tariffs were ruled illegal by a federal appeals court that found he exceeded his authority in imposing them, but the judges let the levies stay in place while sending the case back to a lower court for further proceedings. www.bloomberg.com/news/article...

“Here’s the paradox: the image of a dangerous world has never been broadcast more effectively than it is now, while the world has never been less violent and more safe.” -Hans Rosling, Factfulness

The Probability Machine ritholtz.com/2025/08/prob...

The Probability Machine ritholtz.com/2025/08/prob...

"We like to think we react to the world as it is, when really we react to a world that exists in our own minds." -Phil Stutz, The Tools

The Fed fights back.