#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: • SpaceX: The AI IPO: SpaceX’s revenue in 2025 was $18.7 billion, which works out to a potential price-to-sales (P/S)…

This week, I speak with Vimal Kapur, Chairman and CEO of Honeywell. He began his career as an engineer with the company in India 37 years ago, and rose through the firm across multiple product groups and divisions.…

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • The Global Fertility Crisis Is Worse Than You Probably Think: Everybody knows about the decline in birthrates.…

Carell tells graduates to be kind, avoid envy and to listen to those around them.

My day of remembrance for those who have been lost reads: • Memorial Day. Eric Paliwoda was a big dude. Probably six-foot-six. Those big, meaty hands that would swallow your own in a tight handshake. His jaw stuck out, exaggerated by a lip full of dip.…

The transcript from this week’s MiB: Vimal Kapur, Chairman and CEO of Honeywell, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg.…

My Two-for-Tuesday morning train WFH reads: • Inflation Is Stinging Bonds—With One Big Exception: Treasury inflation-protected securities are generating positive returns despite a rough bond market.…

My mid-week morning reads: • SpaceX: Here’s What You Get For $1.75 Trillion: The largest IPO in history. Here are the numbers that matter. A clean bottoms-up breakdown of the SpaceX IPO valuation by segment — launch, Starlink, contracts, “AI…

My morning train WFH reads: • Land Appreciates. Homes Depreciate. The structure (house) is a depreciating asset: without continuous investment and updates, its value declines over time, even after renovations.…

Doing the tour to promote How NOT to Invest (paperback out now!) I got lots of interesting questions — about the book, my writing process, my investing philosophy, and my career.…

My end-of-week morning reads: • One Million New-Car Buyers Are Gone and They’re Not Coming Back Soon: WSJ on the demand hole left by affordability — a million households permanently priced out of the new-car market.…

My end-of-week morning train WFH reads: • Miami got NYC’s billionaires. Will it get their businesses? The fact is, high earners who were formerly geographically tethered to their companies can now work remotely.…

• Grievance Poisoning in the First Degree: Nolan on the political economy of resentment — who cultivates it, who profits, and who pays. Is “I am so great” an actual philosophy?…

My back-to-work morning train WFH reads: • Trade court rules Trump’s replacement tariffs illegal: A divided three-judge panel on the U.S. Court of International Trade concluded that Trump’s 10 percent global tariffs are unlawful.…

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Why Almost Everyone Loses—Except a Few Sharks—on Prediction Markets: A WSJ analysis shows a small number of accounts on Polymarket and Kalshi—often pros using…

This week, I speak with Howard Lindzon, co-founder and CEO of StockTwits, and founder and managing partner at Social Leverage. His podcast is podcast is Panic with Friends.…

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: • I Want to Live Like Costco People: Embracing the Costco lifestyle means accepting the fact that I am, in many ways,…

My end-of-week morning train WFH reads: • The Great $110 Trillion Wealth Transfer Won’t Happen Any Time Soon: Financial advisory firms like to talk about a looming event called “the great wealth transfer,” where the huge and very wealthy baby-boomer…

My morning train WFH reads: • I Asked ChatGPT to Manage a Stock Portfolio. Here’s How It Did. What followed was a monthslong back-and-forth on everything from tariffs to leveraged funds . Spoiler: it picked momentum and got beaten by a bad market.…

My back-to-work morning train reads: • Sell in May and Go Away? Not This Year. The S&P 500 Just Had Its Best Month Since 2020. Don’t let sell in May’ spook you. Stocks have been on a tear.…