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News
10 Weekend Reads
1+ day, 3+ hour ago (418+ words) August 15, 2026 6:30am by Barry Ritholtz 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 Clocks on One Building: Four-Year Leases. Sixteen-Year Guarantees. Debt to 2049: Shanaka…...
10 Friday AM Reads
2+ day, 2+ hour ago (331+ words) August 14, 2026 6:30am by Barry Ritholtz • The New Wild West: Texas Experiments With Raw Capitalism: The state’s light regulation and low taxes are luring dozens of big companies. It’s also setting up a water crisis and a “race to the bottom” in…...
10 Thursday AM Reads
3+ day, 11+ hour ago (325+ words) August 13, 2026 6:30am by Barry Ritholtz • Corporate America Has Suddenly Decided to Stop Blowing Money on AI: Companies big and small are mixing models and it’s changing the economics and power players of the industry. Model costs have collapsed and the spending…...
Let???s Talk About Cash...
3+ day, 22+ hour ago (926+ words) August 12, 2026 10:00am by Barry Ritholtz An interesting article about investors carrying too much cash was in today’s Wall Street Journal. There’s nothing in the piece that is inaccurate or misleading; it’s just a little narrow and could use better framing.1 I…...
10 Tuesday AM Reads
5+ day, 11+ hour ago (423+ words) August 11, 2026 6:30am by Barry Ritholtz • The Housing Recession is Over: The vibes remain bad, the recovery is uneven, but recession is now behind us. Conor Sen thought 2026 was the year housing cracked — Florida, Texas and Arizona were carrying 20% to 30% more listings…...
10 Monday AM Reads
6+ day, 12+ hour ago (415+ words) August 10, 2026 6:30am by Barry Ritholtz • Mind the Gap 2026: Morningstar’s annual investor return gap study — the difference between fund returns and investor returns, driven by badly timed buying and selling. The behavior gap persists, and it’s still costing investors more than a…...
10 Sunday Reads
1+ week, 10+ hour ago (370+ words) August 9, 2026 6:30am by Barry Ritholtz Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • A Civilian Plane Crashed in New Mexico. Was the Military’s Tech to Blame?: Jeff Wise on a medevac flight out of Roswell and…...
10 Wednesday AM Reads
1+ week, 4+ day ago (322+ words) August 5, 2026 6:30am by Barry Ritholtz My off-to-Camp Kotok morning plane reads: • World’s Biggest Hedge Fund Teaches the Wealthy How to Slash Taxes to Zero: Cliff Asness’s AQR supercharged tax-loss harvesting into a business that erases IRS bills for the wealthiest — and…...
3% Is the New 2%...
1+ week, 5+ day ago (473+ words) August 3, 2026 4:00pm by Barry Ritholtz 6:30 is the new 7:30. I can’t tell you for sure why this is; maybe people are excited about getting home to stream the latest season of Lioness or Ted Lasso? Perhaps the entire nation is aging and…...
(Lack of) Situational Awareness
2+ week, 2+ day ago (593+ words) July 30, 2026 6:51pm by Barry Ritholtz Hedge Fund Pitch: Theranos, but for AI These things always look obvious in hindsight. The chatter I have been hearing from the West Coast among the intelligentsia goes something like this: Smart 24-year-old writes a 164-page…...