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...

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...

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...

Translation: Expect a soft -- or very soft -- NFP number on Wednesday...

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...

If the government won't bail out my crypto losses, I'm going to become an even bigger libertarian.

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...

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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...

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 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...

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

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...

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-...

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...

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...

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...

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.

Good explainer: Federal Reserve 101: What America’s central bank does and why it matters. paulkrugman.substack.com/p/federal-re...

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...

10 Weekend Reads: -23 Ways You’re Already Living in the Chinese Century -The Cult of Costco -Can Department Stores Ever Be Fun Again? -By All Measures -How Hackers Are Fighting Back Against ICE -Defining Moments in TV History -The Search for Alien Artifacts ritholtz.com/2026/01/10-w...

10 Friday AM Reads: -Average 50yo American worth $1.4M -What Is Hiding in Private Credit Losses? (BlackRock) -Americans pay 96% of the cost for Trump’s tariffs -Who’s been buying all the gold? -Anthropic Is at War With Itself -How popular is Donald Trump? ritholtz.com/2026/01/10-f...

10 Friday AM Reads -Avg 50yo American Worth $1.4M -Americans pay almost entirely for tariffs -What Is Hiding in Private Credit -Who’s been buying all the gold? -BlackRock Loss Reignited Worries About PC -Anthropic Is at War With Itself -How popular is Donald Trump? ritholtz.com/2026/01/10-f...

Charted: Life Expectancy vs. Healthcare Spending (1970-2023) 🩺 This graphic by @ourworldindata.org is one of the many data-driven charts and stories from creators featured on our @voronoiapp.bsky.social ✅ https://www.visualcapitalist.com/cp/life-expectancy-vs-healthcare-spending-1970-2023/

10 Thursday AM Reads: -Contrafund’s Mgr Beating the Market. -Next Step on the Bond Ladder -End of the dollar’s dominance? -Management Fees as the Anti-Alpha -America’s Trading Partners Shift to China -Minnesota Proved MAGA Wrong -Inside Story of Beatles on Sullivan ritholtz.com/2026/01/10-t...

New: Tesla 4th quarter profit plunges 61% year-over-year; annual profit down 46% the brand damage: -1 million lost vehicle sales, per study -Declining revenue, profits, deliveries in 1st half of '25 -Lower total production/deliveries than '24 -Lost crown as world's leading EV seller wapo.st/3LYTef1

You don't usually hear language this stark from the business-oriented Conference Board: "Confidence collapsed to the lowest point since 2014, surpassing pandemic depths..." "well below the threshold of 80 that usually signals a recession ahead..." www.conference-board.org/topics/consu...

10 Tuesday AM Reads: -Hedge Funds Are Back on Top After a Long ‘Alpha Winter’ -24-hour trading? Log off -New Rules for 401(k) ‘Catch-Up’ Contributions in 2026 -A better CAPE ratio Statistically speaking -Yes, you’re paying for Trump’s tariffs, and the price is going up ritholtz.com/2026/01/10-t...

No US-style AI investment boom to drive EU growth www.oxfordeconomics.com/resource/no-...

A stunning decline in job projections: BLS: "Over the next decade, 3.1%, or 5.3 million, is well below that of the decade leading into 2014, 13%. BLS statisticians expect wage & salary jobs to rise by 3.1%, and by 2.2% among the self-employed." via Philippa Dunne www.bls.gov/opub/mlr/202...

10 Monday AM Reads -UK: Trump has crossed all lines: it is time to cut off his global credit card -2026 will be the year Cybertruck dies -Used Watch Prices Post Broad Gains For 1st Time In Years -Who Owns TikTok in the U.S. Now? -Trump Declared a Space Race W/China ritholtz.com/2026/01/10-m...

10 Sunday Reads -I’ve Covered Police Abuse for 20 Years. What ICE Does Is Different -Self-Immolation of a Superpower -America vs. the World -The rich power spending; economy in a danger zone -When Chicago pawned its parking meters -Coinbase bought themselves a Congress ritholtz.com/2026/01/10-s...

Not sure that there’s anything especially new here but @ritholtz.bsky.social is a great interviewer so recommended. ritholtz.com/2026/01/mib-...

10 Weekend Reads -Netflix’s $82.7 billion rags-to-riches story: How the DVD-by-mail company swallowed Hollywood -Multidisciplinary Approach to Thinking - Adam Tooze, Crisis Whisperer -GLP-1s And Your Brain: On Addiction, Anxiety, ADHD -Education of the Broligarchy ritholtz.com/2026/01/10-w...

Rather than getting bogged down in the jousting between the US Treasury Secretary and the CEO of Deutsche Bank, consider the data: -The US Dollar did not perform well in 2025 versus other currencies; -In fact, it was the worst year for the USD since 2017

10 Friday AM Reads: -5 Reasons Gold Is Surging Toward $5,000 an Ounce -Economic Legacy of DOGE -Real AI Talent War: Plumbers & Electricians -Gen X + Millennials Will Inherit Trillions in Real Estate -Fracking Goes Global -The Real Donald Trump Is a Character on TV ritholtz.com/2026/01/10-f...

Tech is the largest contributor to US GDP growth amidst the AI boom, but it's still a minority of overall US growth The information sector contributed 0.56% to the 4.4% annualized growth in data released today—while finance & professional services contributed similar amounts

10 Thursday AM Reads: -Donald Trump vs. the World -They quit their day jobs to bet on current events. A look inside the prediction market mania -Can America build beautiful places again -Chinese EVs Blow Past Tesla En Route to Global Reign -What Happened to Pam Bondi ritholtz.com/2026/01/10-t...

Rather than getting bogged down in the jousting between the US Treasury Secretary and the CEO of Deutsche Bank, consider the data: -The US Dollar did not perform well in 2025 versus other currencies; -In fact, it was the worst year for the USD since 2017

10 Wednesday AM Reads -96% of US tariffs has been paid by US buyers -Andreessen Horowitz Makes a $3 Billion Bet -The Reemergence of International Investing -Zero-Sum Economics Keeps Failing -Rich people are leaving California -Even More Very Good Music Facts ritholtz.com/2026/01/10-w...

"Report Meta’s Threads is now seeing more daily usage than Musk’s X on mobile devices. While X still dominates Threads on the web, Threads mobile app for iOS + Android has continued to see an increase in daily active users over the past several months." techcrunch.com/2026/01/18/t...

10 Tuesday AM Reads: -Why This CEO Won’t Let Private Funds Near His Company’s 401k -America vs. the World -With Powell, the Guardrails Are Holding -What if the idea of the autism spectrum is completely wrong? -Netflix’s $82.7 billion rags-to-riches story ritholtz.com/2026/01/10-t...

"There are only two ways to live your life: one is as though nothing is a miracle, the other is as though everything is a miracle." -anonymous

10 MLK Day Reads: -New High of 45% in U.S. Identify as Political Independents -Why are federal agents gunning down Americans in the streets? -AI rush creates rarified class of “Have-Lots” -The Plot to Redraw America -Why Are Credit Card Rates So High ritholtz.com/2026/01/10-m...

One of my favorite people in the world explains the origins of Behavioral Economics . . . So delightful! youtu.be/6X2rNHhWDGc?...

10 Sunday Reads: -Is This Billionaire a Financial Genius or a Fraudster? -Banana Republicanism -True Patriots Are Cashing In on the Apocalypse -US AttorneyS Disqualified After Failing The ‘Actually Appointed’ Test -Samoans: Americans by Name, Punished for Believing It ritholtz.com/2026/01/10-s...

Trump to Impose Tariffs on Some European Nations Over Greenland. www.bloomberg.com/news/article...

One of my favorite people in the world explains the origins of Behavioral Economics . . . So delightful! youtu.be/6X2rNHhWDGc?...

10 Weekend Reads: -Prisoners of Fortune: When your money owns you -Rules Matter More Than Insight -Dan Wang 2025 letter -5 People Dominate Retirement Advice on TikTok -Marjorie Taylor Greene’s Big Breakup -Darwin the Witness In His Own Words ritholtz.com/2026/01/10-w...

I used George Michael's "Freedom 90" as the intro for today's At the Money Pod. I know it was super popular + sold 25 million copies, but you forget how great an album it was... youtu.be/diYAc7gB-0A?...