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Stories from Ritholtz

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The Aberrational Century
Ritholtz iconRitholtzSep 29, 2026

The Aberrational Century

It’s the end of September, and that means I am busy working on the Q4 quarterly call (out early October). I decided to surface to share two tables I find absolutely fascinating. The first table (above) compares the 10-year bonds and the 30-year fixed-rate mortgage across two distinct time periods: The present era, back

10 Monday AM Reads
Ritholtz iconRitholtzSep 28, 2026

10 Monday AM Reads

My Monday back-to-work morning reads: ​• Booms, Bombs and Bonds: Interest Rates, Part I: Paul Krugman on why serious analysts talk about bonds while cable touts talk about stocks. Equity prices are a notoriously unreliable read on the economy; the bond market is where the real information lives. (Paul Krugman) • The Co

10 Friday AM Reads
Ritholtz iconRitholtzSep 25, 2026

10 Friday AM Reads

My end-of-week morning reads: • Tokens Too Cheap to Meter. The price of using machine learning intelligence is decreasing by several orders of magnitude a year and shows no signs of slowing. We are likely to see LLMs integrated into every part of computing as infrastructure, not just as a product, in the next year… Rea

10 Wednesday AM Reads
Ritholtz iconRitholtzSep 23, 2026

10 Wednesday AM Reads

My Autumn Equinox morning reads: • ‘Crisis even bigger than Covid’: American business owners are barely getting by. Around the country, American business owners across myriad industries say they’re in a similar boat. A closely watched monthly survey from the Institute for Supply Management raised eyebrows earlier this

10 Sunday Reads
Ritholtz iconRitholtzSep 27, 2026

10 Sunday Reads

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: ​• How DraftKings Uses A.I. to Target the Gamblers Likeliest to Lose: Jenny Vrentas on the machine-learning model DraftKings built from customer betting records to aim its hundreds of m

10 Weekend Reads
Ritholtz iconRitholtzSep 26, 2026

10 Weekend Reads

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: ​• The Hierarchy of Money: Some money is better than others. This is foundational to how money and banking works. I explore this idea and its many consequences, without any prerequisite

10 Thursday AM Reads
Ritholtz iconRitholtzSep 24, 2026

10 Thursday AM Reads

My morning reads: ​• “If You Want to Bet on the End of the World…”: Puck sits down with Mark Spitznagel on the art of cool bullishness — and what tail-risk hedging looks like from here. Hedge fund prophet Mark Spitznagel, the ultimate black swan investor, is feeling surprisingly bullish these days, expecting one last e

10 Tuesday AM Reads
Ritholtz iconRitholtzSep 29, 2026

10 Tuesday AM Reads

My Two-for-Tuesday morning reads: • Innovation Is Driving a New Bull Market in Biotech. Biotechnology stocks are soaring this year as medical advances and merger activity rekindle investor interest. More gains lie ahead, our healthcare panel says. (Barron’s) • Is an Agentic Bank Run Coming? Muse and similar agentic AI

We Misunderstand Where Wealth Comes From
Ritholtz iconRitholtzSep 27, 2026

We Misunderstand Where Wealth Comes From

I am not usually in the city on Fridays. But Robin Wigglesworth, in from Oslo for 0only as few days, led to me coming in on a Friday to record an MiB about his new book, “A Fabulous Debt: The Epic Story of How Bonds Built the Modern World.” More on this in a… Read More The post We Misunderstand Where Wealth Comes From

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