Barry Ritholtz

MAY 3, 2025

Fun conversation in Barron’s about Steering Clients Away From Bad Investing Mistakes. Douglas Boneparth of Bone Fide Wealth, Jennifer Li of EP Wealth Advisors, and yours truly. We discuss anticipating and thwarting the bad behavior where investors hurts themselves: “Avoiding bad choices lies at the heart of How Not to Invest , a new book by Barry Ritholtz , the founder and chief investment officer of Ritholtz Wealth Management, a financial planning firm with $5.6 billion in assets un

Investments 59

Investments Planning Marketing Finance 59

Trade Credit & Liquidity Management

MAY 3, 2025

During the first quarter of 2025, U.S. truck freight volumes and spending declined overall. According to the U.S. Bank Freight Payment Index , truck freight volume dropped 5.8% quarter-over-quarter and 13.8% year-over-year. Freight spending fell 2.5% from the previous quarter and 8.6% compared to a year earlier. Both sets of metrics are indicative or an economy that is contracting.

Risk Analysis 52

Risk Analysis Manufacturing Leverage Retail 52

Musings on Markets

MAY 3, 2025

I started the month on a trip to Latin America, just as the tariff story hit my newsfeed and the market reacted with a sell off that knocked more than $9 trillion in market cap for global equities in the next two days. The month was off to a bad start, and tariffs remained the lead story for much of the month, contributing to both its biggest down days (with stories of trade war escalation) and to the biggest up days (with news of relief from the fight).

Marketing 96

Marketing Treasury Currencies Investments 96

Barry Ritholtz

MAY 3, 2025

The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: The CEO Who Says an Asteroid Is Coming to Destroy Americas Businesses : Hes a supply-chain logistics geek with a huge followingand a dire warning about tariffs. ( Wall Street Journal ) North Korea Stole Your Job : For years, North Korea has been secretly placing young IT workers inside Western companies.

Retail 69

Retail Investments Technology 69

Speaker: Joe Wroblewski, Sales Engineer Manager

Automating time-consuming manual tasks can save your firm hundreds of hours–and thousands of dollars. But it can also have longer-lasting benefits, like helping you attract and retain the next generation of CPAs, and we don’t need to tell you how important that is amid the current generational staffing crisis in the tax and accounting profession. You'll want to save your seat for this new webinar with industry expert Joe Wroblewski, where we'll explore how to: Maximize ROI with Cost-Effective Te

Accounting Firms