Barry Ritholtz

It's finally here! Hardcover, kindle, and audio versions of: How NOT To Invest: The ideas, numbers, and behaviors that destroy wealth - and how to avoid them HowNottoInvestbook dot com

Jumping on with Stephanie and Ron Insana now !

TONIGHT: Trump says he has no plans to commit ground forces to the War in Iran, as he defends the Pentagon’s latest request for an additional $200 billion – The White House lifts sanctions on Iran’s oil exports – & Democrats walk out of a briefing on the Epstein files after Attorney General Pam Bondi refuses to commit to testifying under oath. @SRuhle @lukebroadwater @DavidMDrucker @nayyeroar @Ritholtz @rinsana @jkbjournalist @mckaycoppins

@Ritholtz Hot money / momentum traders abandoning the metals trade and maybe some profit taking from bigger holders with real long term interests, but who see the short term trend cooling + risk of entering a sell-everything zone if recession hits

We are in the midst of a hot war in the Middle East, with Oil prices kissing $120, a cooling (pre-war) labor market, and the odds of a recession ticking up from modest levels. And despite all of this geopolitical economic chaos, Silver and Gold are both crashing. Besides capital flow reversals and speculative unwind, can anyone explain what is driving this action?

Leopold Aschenbrenner predicted in June 2024 that we would get a dramatic improvement in AI capabilities around the turn of 2026 due to the switch from chatbots to agents, which he thought would unlock a new set of AI capabilities Which is basically exactly what happened?

@AlephBlog @jposhaughnessy December 2000! 'Buy and Forget' Pays Off Big

@AlephBlog @jposhaughnessy I recall a stack of EMC certificates found in a Boston-area attic in the late 1990s/2000s worth millions...

To clarify this, neither myself nor Jim @jposhaughnessy were ever able to track down the original study Business Insider reported on our 2014 discussion, which became a minjor urbanm legend. There are extensive discussions of this at reddit trying to identify (unsuccessfully) the origial FIDO research, and they also point to our 2014 pod. Sorry to disappoint --its a great anecdote, if only it were proven...

At the Money: Billionaire Divorce Planning dlvr.it/TRZy10

Ill-Liquidity Premium "I remain unconvinced that the MEDIAN alternative fund is worth the fees, illiquidity, and complexity. Unless you can get into a top fund, it is simply not worth the headaches." buff.ly/ZWXioea by @Ritholtz

10 Wednesday AM Reads -March 18, 2026 -The Stock Market Looks Wild Under the Surface -The Biggest Active Stock Funds Picked the Right Stocks. They Still Lagged -Who Ate All the Chinese Stock Market Returns? -Inside a $42 Billion Private-Credit Black Box: More Black Boxes -When the Best Retirement Is No Retirement at All -Congress Weighs Axing FINRA. But Is SEC Ready to Pick Up the Slack? -America’s Diminished Place in the World -The US Seems to Be Deliberately Weakening Its Global Position -Florida Is Trying to Ignore Measles Until It Can’t -Is MAGA in Its Cringe Era? -Ticketmaster’s Grip on Live Concerts Is Finally Starting to Break

10 Wednesday AM Reads dlvr.it/TRYgsc

"I remain unconvinced that the median alternative fund is worth the fees, illiquidity, and complexity." ⛔️ - @Ritholtz ritholtz.com/2026/03/ill-li…

Ill-Liquidity Premium dlvr.it/TRXxj3

10 Tuesday AM Reads -S&P Weighs Rule Changes That Would Speed SpaceX's S&P 500 Entry -Iran Has Just Fired the Most Dangerous Shot of This War and It Wasn't a Missile -Judge Smacks Down Trump's Investigation Into Jerome Powell -China's Edge in an Oil Shock: Electric Cars and Renewables -How the Housing Market Split in Two -The Great American Condo Crisis -Encyclopedia Britannica Sues OpenAI Over AI Training -How Rivian Is Pulling Off Its $45,000 R2 Electric SUV -America's Diminished Place in the World

10 Tuesday AM Reads dlvr.it/TRXY2x

Almost like it was a mistake to alienate all of our allies with idiotic trade wars and then have an actual hot war where we needed their help

Transcript: Matt Cherwin, Co-Founder and Chief Investment Officer of Marek Capital dlvr.it/TRX4G1

"On any given day, the most downloaded apps in the world are ChatGPT, Claude and Gemini. But one day not long ago, the AI tools of our time were suddenly joined at the top of the app charts by another product that Americans can’t live without."

Investing Quote of the Day: “There’s only two kinds of people in the investment business. There are people who are humble and people who are about to get humble.” - Peter Keefe