Amazing conversation with the one and only Bill Gurley — lots of wisdom, experience and knowledge rolled up into one fascinating guy
ritholtz.com/2026/03/mib-...
05.03.2026 19:27
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Amazing conversation with the one and only Bill Gurley — lots of wisdom, experience and knowledge rolled up into one fascinating guy
ritholtz.com/2026/03/mib-...
It sounds like you’re making an economic argument, not a partisan, political argument
@halsparks.com Paul Krugman @pkrugman.bsky.social talks AI with @ritholtz.bsky.social paulkrugman.substack.com/p/talking-wi...
10 Sunday Reads
I'm traveling; Lite posting + higher volatility
– Binance Employees Find $1.7B Was Sent to Iran
– Looming Taiwan Chip Disaster Silicon Valley Has Long Ignored
– X Really Is Pulling Users to the Right
– Cabinet Apocalypse
– Why Anthropic Wants Guardrails
ritholtz.com/2026/03/10-s...
10 Weekend Reads
– How the CIA + MI6 got hold of Putin's Ukraine plans and why nobody believed them
– Pills Are Becoming Machines That Work Inside the Gut
– Rolex Opened a College — and It's as Selective as Harvard
– The Fallacy Fallacy
– 'Survivor' Is America
ritholtz.com/2026/02/10-w...
(I had a great conversation with @ritholtz.bsky.social about AI-washing here: www.bloomberg.com/news/audio/2...)
10 Friday AM Reads
- People Loved the Dot-Com Boom. AI Boom, Not So Much.
- Luxury's Overexposure Is Biting
- Crypto Is Pointless. The White House Cannot Fix That.
- Trump 'Affordability' Pivot That Never Came
- How Did Hendrix Turn His Guitar Into a Wave Synthesizer?
ritholtz.com/2026/02/10-f...
The richest man owns X.
The second and third richest men control Google.
The fourth richest man owns Facebook, Instagram, and WhatsApp.
The fifth richest man owns The Washington Post.
And now the sixth richest could soon take over both Paramount and Warner Bros.
See the problem here?
10 Thursday AM Reads
- Europe v America: Who's Winning?
- Data Center Builders Thought Farmers Would Willingly Sell Land, Learn Otherwise
- Which Piece of Speculative Fiction Had the Greatest Single-Day Stock Market Impact?
- Inside the Roberts Court and Its Failures
ritholtz.com/2026/02/10-t...
“Hello, this is Parker Ashland calling from the account review and compliance with the tax mediation and account support center... this center can review IRS payment options, abatement programs, or resolution solutions,” the message says.
www.washingtonpost.com/business/202...
10 Wednesday AM Reads
– US Economy Fact Sheet: State of the Union 2026
– FedEx sues for full tariff refunds
– Diversification: It's Not Just for Defense Anymore
– How Prediction Markets Polymarket/Kalshi Gamify Truth
– How to talk about wine like a normal person
ritholtz.com/2026/02/10-w...
Fortune had a good piece on the weekend--explaining that the 122 tariffs are illegal, there is no balance of payments deficit (includes a link to a St. Louis fed explainer--that it is an accounting system)-unless we go back to the gold standard
finance.yahoo.com/news/trump-p...
The new Tariffs are just as unlawful as the old tariffs: The United States does not have a balance-of-payments deficit, much less a large and serious one.
popular.info/p/trumps-new...
10 Tuesday AM Reads
-Winners & Losers of SCOTUS Decision Striking Down Tariffs
-Affordability Is Still a Hot Issue
-The Ultra-Rich Are Different from You and Me
-The Giant Void of Nothingness Where US Financial Regulation Used to Sit
-Inside the Gay Tech Mafia
ritholtz.com/2026/02/10-t...
10 Snowy Monday Reads
– Amazon dethrones Walmart atop the Fortune 500
– Boaz Weinstein vs. Blue Owl
– The dollar's reserve currency reign is ending
– Euclidean zoning turns 100
– China's EV juggernaut is cracking
– Canadians now see the US as a bigger threat than Russia
ritholtz.com/2026/02/10-m...
"In Chicago, of 92 people arrested for assaulting or impeding officers last fall, 74 cases have resulted in no charges; in 13 cases, charges were filed and dismissed; and five charged cases were still pending. . . there have been no convictions.
www.theguardian.com/us-news/2026...
10 Sunday Morning Reads
– FBI: Epstein Was Vladimir Putin’s Wealth Manager
–An embittered Brit decimated Washington Post
–US Brain Drain Threatens Scientific Leadership
–How Substack makes money from hosting Nazi newsletters
–What I Saw at the Battle of Minneapolis
ritholtz.com/2026/02/10-s...
So far this year, U.S.-domiciled investors have pulled $52 billion out of US equity products — “the most in the first eight weeks of the year since at least 2010.” 😔
@reuters.com #ByeAmerica
www.reuters.com/business/buy...
Even Kavanaugh’s dissent leans on an oh-well/too-late/sunk-costs defense:
“.. The Court says nothing today about whether, and if so how, the Government should go about returning the billions of dollars. ... That process is likely to be a 'mess.'”
www.supremecourt.gov/opinions/25p...
"Just imagine for a moment I call you… you better do exactly what I want or I'm going to impose… a 10% tariff that will last for 150 days and then go away." That’s not leverage; that’s a marshmallow test.
Pritzker’s invoice to White House:
(via @nbcnews.com) @govpritzker.illinois.gov
I am always interested when the manager who discovered the London Whale spots a problem elsewhere
Boaz Weinstein Is Hunting Blue Owl’s Funds
The hedge-fund manager is adding private credit to his crusade against funds sold to individual investors
www.wsj.com/finance/inve...
Newsom: He’s a weak president — and that weakness is now on display globally. The only card he had left was these tariffs.
His entire economic policy has been mass deportations — and that’s beginning to unravel. His broader economic policies have obviously been aided and embedded in these tariffs
10 Weekend Reads:
-Entertainment Lawyer to the Stars Best Negotiating Secrets
-AI and the Economics of the Human Touch
-Economics of the Kalshi Prediction Markets
-Hidden Plumbing of Stablecoins
-Sweet Lesson of Neuroscience
ritholtz.com/2026/02/10-w...
Think of how bad things must be for a Supreme Court Justice to feel he has to explain why it's a good idea to have laws enacted by legislators instead of decreed by wannabe dictators
In light of today's SCOTUS news on tariffs, here are some comments from @nealkatyal.bsky.social on Masters in Business with host @ritholtz.bsky.social. Gonna give it another listen, particularly Katyal's comments on what he was considering when deciding
youtu.be/u5K4OjsYdTk
SCOTUS:
Article I, Section 8, of the Constitution
Taking some time to digest the full decision;
I will be back later with a full discussion
6-3
Should have been 9-0 or 8-1
