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The Big Picture (Investing)

Visit Site - http://www.ritholtz.com/blog/

Barry Ritholtz

This blog is a compendium of what a Wall Street money manager is looking at, thinking about, and writing on. I [Read More]

Categories: "A List" Influencers | Finance/Investing


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Latest Posts:

MiB: John Carreyrou on Theranos & Bad Blood
This week, we speak with John Carreyrou, two-time Pulitzer-prize winner, and author of Bad Blood: Secrets and Lies in a Silicon Valley Startup. Carreyrou first became aware of Theranos via a Ken Auletta column in the New Yorker, Blood, Simpler. The s...
The Big Picture (Investing)
Saturday, July 21, 2018


10 Weekend Reads
The weekend is here! Pour yourself a mug of Mocha Java coffee, grab a seat by the pool, and get ready for our longer form weekend reads: • Discuss: The End is Near for the Economic Boom: Growth will slow. The bull market will expire. Here's why and w...
The Big Picture (Investing)
Saturday, July 21, 2018


Succinct Summation of Week's Events 7.20.18
Succinct Summations for the week ending July 20th, 2018 Positives: 1. Jay Powell's Congressional testimony was uneventful (thank heavens for the little things); 2. Index of leading economic indicators rose 0.5%, beating expected 0.4%. 3. Jobless clai...
The Big Picture (Investing)
Friday, July 20, 2018


How Hard Will Trump's Trade War Hit?
Short answer, according to WaPo: hit harder than people think it will: "These cate­go­ries show a sim­i­lar trend. Most dur­able goods (brown lines) have be­come cheap­er since the end of 1999. Dur­able goods are typ­i­cal­ly used for three years or ...
The Big Picture (Investing)
Friday, July 20, 2018


10 Friday AM Reads
My end of week morning train reads: • Buy the Tweet, Sell the Blog Post (Irrelevant Investor) • Disney, Economic Gravity and Vibranium Physics (Redef) • Mueller's Latest Indictments Show That ‘Witches' Are Very Real (National Review) • How to Spend I...
The Big Picture (Investing)
Friday, July 20, 2018


Porsche Mission E Cross Turismo
The Porsche Mission E Cross Turismo is a fierce competitor to Tesla — it can be produced in volumes  by an automobile company that knows how to do volume manufacturing. It looks great, Porsche is known for best in class driving dynamics. The world's ...
The Big Picture (Investing)
Friday, July 20, 2018


Macro Aspects of Housing
The post Macro Aspects of Housing appeared first on The Big Picture....
The Big Picture (Investing)
Friday, July 20, 2018


U.S. Weapons Exports, 1950 to 2017
U.S. weapons exports from 1950 to 2017. Data from the Stockholm International Peace Research Institute's Arms Transfers Database. Units are expressed in trend indicator values (TIV). Each dot on the map = one TIV. Visualization by Will Geary.   The U...
The Big Picture (Investing)
Thursday, July 19, 2018


Bloomberg Radio's Masters in Business, 4th Anniversary
Four years ago this week, the first Masters in Business podcast broadcast. It is hard for me to grok what this has become. The original concept was similar to what I had in mind at the start of the Big Picture: as a news and media junkie, I wanted th...
The Big Picture (Investing)
Thursday, July 19, 2018


10 Thursday AM Reads
My morning train reads: • Netflix was the great disruptor. Will it now be disrupted?(Washington Post) • The Most Important Number in Finance Is Going Away. Wall St. Isn't Prepared (New York Times) • Trump's Tax Cut Hasn't Done Anything for Workers (B...
The Big Picture (Investing)
Thursday, July 19, 2018



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