Lightnews — Scholar-powered news

Reposted by Barry Ritholtz

Carl Quintanilla @carlquintanilla.bsky.social · 46m

BROWN UNIV.: “.. the compact by its nature and by various provisions would restrict academic freedom and undermine the autonomy of Brown’s governance, critically compromising our ability to fulfill our mission.”

@nytimes.com
www.nytimes.com/2025/10/15/u...

11 76 320

Barry Ritholtz @ritholtz.bsky.social · 1h

I am not saying that at all

What I am saying is "Here's a checklist I created ~15 years ago, pre-AI-era.

Read it and see if it applies to today's environment

1 1

Barry Ritholtz @ritholtz.bsky.social · 1h

At The Money: Don’t Underperform Your Own Investments.

ritholtz.com/2025/10/atm-...

At The Money: Don’t Underperform Your Own Investments - The Big Picture

At The Money: Underperforming Your Own Investments with Jeffrey Ptak, Morningstar (October 15, 2025) Are you underperforming our own investments? Did you know that many, maybe even most, invest...

ritholtz.com

5

Barry Ritholtz @ritholtz.bsky.social · 7h

Not a Housing Bubble (March 2021)

ritholtz.com/2021/03/not-...

Not a Housing Bubble - The Big Picture

Source: Len Keifer To hear an audio spoken word version of this post, click here. Alas, the bubble callers are out and about, this time, calling a new bubble in housing. I will spare you my usua...

ritholtz.com

7

Barry Ritholtz @ritholtz.bsky.social · 7h

Here is GS' version in 2021

ritholtz.com/2021/03/is-i...

Is it a Bubble? GS Edition - The Big Picture

Last month, I reviewed Ray Dalio’ s take on whether or not we were in a full blown bubble. (Dalio’s take was closer to a bubble than 1 year ago, but still less of a bubble than 1999-2000). The latest ...

ritholtz.com

1 5

Barry Ritholtz @ritholtz.bsky.social · 7h

Here is my 2021 edition of "Is It A bubble?"

ritholtz.com/2021/03/not-...

1 4

Barry Ritholtz @ritholtz.bsky.social · 7h

This was written ~!15 years ago -- the last time the bubble chatter was ubiquitous.

Checklist: How to Spot a Bubble in Real Time
ritholtz.com/2011/06/how-...

Checklist: How to Spot a Bubble in Real Time - The Big Picture

Are the Linked In/Groupon IPOs proof we have a new bubble in Tech? Are US Treasuries a bubble? Commodities? There have been numerous attempts by many Fed economists to argue that bubbles cannot be see...

ritholtz.com

2 2 17

Barry Ritholtz @ritholtz.bsky.social · 1d

Good news (I guess)?

The Bureau of Labor Statistics is calling back some employees to produce the Consumer Price Index for September. That data is needed to calculate the annual cost-of-living adjustment for Social Security beneficiaries.

www.nytimes.com/2025/10/09/b...

www.nytimes.com

5 9 35

Barry Ritholtz @ritholtz.bsky.social · 1d

For sure...

1

Reposted by Barry Ritholtz

Barry Ritholtz @ritholtz.bsky.social · 1d

"Avoid casinos – black isn’t 'on a roll' and red isn’t 'due.” Very, very few managers add value over time through timing the market (even if it sometimes looks like it). Don’t reward a manager for gambling."

-Paul Zummo, 30 Pearls from 30 Years, JPM

2 3 32

Barry Ritholtz @ritholtz.bsky.social · 1d

Which quote?

1

Barry Ritholtz @ritholtz.bsky.social · 1d

"Avoid casinos – black isn’t 'on a roll' and red isn’t 'due.” Very, very few managers add value over time through timing the market (even if it sometimes looks like it). Don’t reward a manager for gambling."

-Paul Zummo, 30 Pearls from 30 Years, JPM

2 3 32

Barry Ritholtz @ritholtz.bsky.social · 1d

Transcript: Jurrien Timmer, Director of Global Macro at Fidelity Investments

ritholtz.com/2025/10/tran...

Transcript: Jurrien Timmer, Director of Global Macro at Fidelity Investments - The Big Picture

The transcript from this week’s, MiB: Jurrien Timmer, Director of Global Macro at Fidelity Investments, is below. You can stream and download our full conversation, including any podcast extras, on Ap...

ritholtz.com

5

Barry Ritholtz @ritholtz.bsky.social · 2d

Remember, Greenspan’s "Irrational Exuberance" speech was in December 1996.

All bull markets run further, longer, and higher than most expect...

2 4 43

Barry Ritholtz @ritholtz.bsky.social · 2d

Join Caleb Silver of Investopedia and me for a livestream discussing the markets, your behavior, and more!

www.youtube.com/live/4WvA6x-...

How Not To Invest

YouTube video by Investopedia

www.youtube.com

10

Barry Ritholtz @ritholtz.bsky.social · 2d

10 Monday AM Reads

ritholtz.com/2025/10/10-m...

10 Monday AM Reads - The Big Picture

My back-to-work morning train WFH reads: • Larry Ellison’s Latest Gambit to Keep Oracle on Top Is His Biggest Bet Ever: Oracle has roared into the AI gold rush, but it’s taking on huge amounts of deb...

ritholtz.com

7

Barry Ritholtz @ritholtz.bsky.social · 3d

"While you're optimizing every minute toward specific goals, others might be optimizing for presence, relationships, or balance."

-Shane Parrish

1 1 24

Barry Ritholtz @ritholtz.bsky.social · 3d

It's not that it isn't informative, it's that it creates a model of the world that varies dramatically with reality...

Barry Ritholtz @ritholtz.bsky.social · 4d

It's a perfect depiction of what a bad model looks like...

1

Barry Ritholtz @ritholtz.bsky.social · 4d

That was a super interesting one -- I shared it with Tom Morgan's Leading Edge group, and everybody seemed to love it!

Not sure what I can do to help get people here. It's not a secret that this place exists, and X is a cesspool of spam...

1

Barry Ritholtz @ritholtz.bsky.social · 4d

Porsche Taycan Turbo S at $185k new or $75k used is a no-brainer EV sports car choice...

2

Barry Ritholtz @ritholtz.bsky.social · 4d

Not at 100%, but that is the expected lifespans

"Most new EV batteries are expected to not need replacing for 20+ years or 200,000+ miles, thanks to advanced lithium-ion technology. However, some EV batteries have already lasted 400,000+ miles."
coltura.org/electric-car...