MiB: Bethany McLean on Pandemic Fails
This week, we speak with Bethany McLean, a writer for Vanity Fair and coauthor of The Smartest Guys in the Room. She was...
Dollars Are For Spending & Investing, Not Saving
“I need the US Dollar to be a store of value between the time I make it until I spend it, invest it, pay my...
What Else Might be Driving Sentiment?
One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for...
National Association of Realtors Is Imploding
My buddy Jonathan Miller does not hesitate to call out the weasels who represent those who work in his industry: NAR Proves...
The Enshittification of Amazon Continues…
In August of 2022, I explained how Amazon became ordinary. Today I want to discuss how they have become bad. Since I first...
Cancelling Michael Lewis
“If you want to read a moral condemnation of crypto theft, you can get that anywhere. You go to Michael Lewis for character...
Can Economists Predict Recessions?
Before your week ends and you head out the door, I wanted to share a new paper from St. Louis Fed. The title: Can Economists...
The Least Bad Choice
I have been watching various sentiment polls and Right/Wrong Track questionnaires with detached bemusement. Bemused because they...
Nobody Knows Anything, Dot Plot Edition
The September Federal Reserve meeting is behind us we still have November and December ahead of us. Markets are nervous expecting...
GDP When? (Not Now)
With 10 days left in the Third Quarter, it seems that lots of folks have been obsessing about the various GDP Now forecasts. The...