Barry Ritholtz

AUGUST 31, 2023

My end of August, morning train WFH reads: • Money Is Pouring Into AI. Institutional Investor ) • What to Do With a 45-Story Skyscraper and No Tenants : HSBC’s plan to leave its Canary Wharf tower for a smaller site shows the global challenges ahead in repurposing unwanted office space for a post-pandemic world.

Strategic Planning 98

Strategic Planning Construction Economics Valuation 98

Barry Ritholtz

NOVEMBER 23, 2023

My Turkey Day reads: • The Wild World Inside Your Gut : We tackled everything from heartburn, stress, spicy foods and colon cleanses to antibiotics and more. So grab a kombucha, get comfortable and read on for everything you’ve wanted to know about the wild world inside your gut. ( Here’s How We Know.

Transportation 102

Transportation 102

Barry Ritholtz

OCTOBER 19, 2023

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. And yet, sentiment readings say people are angrier, believe they are less well off, and say they are more unhappy than ever before. 2 Regardless, something is amiss. .”

Concentration 139

Concentration Economics Investments Education 139

Barry Ritholtz

NOVEMBER 4, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Adam Neumann Wounded WeWork, an Office Market Bust Finished It Off : Once the country’s most-valuable startup, the flexible-workspace company is expected to file for bankruptcy. What does he really want? ( The weekend is here!

Manufacturing 115

Manufacturing Startups Numbers Marketing 115

CFO Thought Leader

APRIL 23, 2024

This tendency was recently amplified for us when we heard about the experience of Naresh Bansal, a seasoned finance executive who during a pivotal chapter early in his early career discovered that his company was about to be acquired by a larger one, Sage. And you know what? So, this is where Menlo comes in.

CFO 59

CFO Securities Leadership Restructuring 59

Barry Ritholtz

MARCH 23, 2024

Electric Boogie Woogie Wagon [link] 17 astounding scientific mysteries that researchers can’t yet solve What is the universe made out of? Electric Boogie Woogie Wagon [link] 17 astounding scientific mysteries that researchers can’t yet solve What is the universe made out of? How should we define death? link] via Bloomberg.

Math 69

Math Investments Finance Sales 69

Nerd's Eye View

AUGUST 25, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent CFP Board survey indicates that consumers do not expect AI tools to replace human financial advisors, but rather supplement advisors' work. Read More.

Advertising 87

Advertising Investments Planning Numbers 87

Nerd's Eye View

DECEMBER 25, 2023

Each week in Weekend Reading For Financial Planners, we seek to bring you synopses and commentaries on 12 articles covering news for financial advisors including topics covering technical planning, practice management, advisor marketing, career development, and more.

Practice Management 87

Practice Management Tax Planning Planning Securities 87

Barry Ritholtz

OCTOBER 26, 2022

It’s yet another reminder of what we tend to overlook: 1. The future is unknown and unknowable : Ignore anyone who pretends they know with certainty what is coming next — they don’t, because they can’t. Sometimes, the world changes before we recognize it. Previously : Don’t Read This Blog Post!

Forecasting 145

Forecasting Currencies Marketing Technology 145

Nerd's Eye View

OCTOBER 13, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a new study from Herbers & Company that provides insight into the financial planning services that consumers demand the most, and which services financial advisory firms offer the most often. Read More.

Practice Management 86

Practice Management Planning Investments Numbers 86

Barry Ritholtz

MAY 21, 2023

Matthew Desmond: We have more of it. We have double the child-poverty rate of Germany and South Korea. We have a lot less to go around with, in terms of fighting poverty. We collect a much smaller share of our GDP in taxes every year. ( We collect a much smaller share of our GDP in taxes every year. (

Profit and Loss 113

Profit and Loss Healthcare Nonprofit Leadership 113

Barry Ritholtz

DECEMBER 17, 2022

Pour yourself a mug of Volcanica coffee, grab a seat by the fire, and get ready for our longer-form weekend reads: • Why the Age of American Progress Ended : Invention alone can’t change the world; what matters is what happens next. ( We should take its risks seriously too. What Makes a Movie the Greatest of All Time?

Economics 102

Economics Accounting Technology Marketing 102

Barry Ritholtz

NOVEMBER 25, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • How mathematics built the modern world : Mathematics was the cornerstone of the Industrial Revolution. A new paradigm of measurement and calculation, more than scientific discovery, built industry, modernity, and the world we inhabit today.

Sales 83

Sales Technology 83

Nerd's Eye View

JUNE 12, 2023

For which the approaching summer season is once again providing its usual respite – a time when most advisors take more time off (if only because clients are harder to pin down for summer meetings as more once again take summer vacations away from home)… and find some time to read and catch up on a few good books! Read More.

Restructuring 90

Restructuring Marketing 90

Barry Ritholtz

MARCH 15, 2023

Programming note: Morning Reads will be in Dallas Thursday and Friday — we will be back on the weekend… My mid-week morning train reads: • Dissecting Goldman’s gory $2.25bn SVB equity issue Well that escalated quickly. But what he’s really after is human connection. ( This was the longest streak on record.

Banking 113

Banking Investments Startups Marketing 113

Nerd's Eye View

SEPTEMBER 15, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey indicates financial advisors are the most trusted source of financial advice for consumers across generations, and are particularly trusted among wealthier individuals. Read More.

Practice Management 90

Practice Management Advertising Leadership Numbers 90

Barry Ritholtz

JANUARY 16, 2023

Contextualize the news with our 3-day weekend reads: • The Disappearance of the Hit-Driven Business Model : As the industry changes, where do creative producers fit in? How do we make a living and provide services for the subscriber-driven companies? How do we push projects that may not seem obvious until they are made?

Healthcare 105

Healthcare Banking Marketing 105

Barry Ritholtz

DECEMBER 1, 2023

Our end-of-week morning train WFH reads: • S&P 500’s Historic 8.9% Citylab ) • What Henry Kissinger wrought : One of America’s most important statesmen gave the world a series of diplomatic breakthroughs, and hundreds of thousands of bodies. ( The post 10 Friday AM Reads appeared first on The Big Picture. Solar farms.

Securities 92

Securities Sales Retail Planning 92

CFO Thought Leader

MARCH 26, 2024

Read More She had always been so captivated by numbers that by the tender age of 5 she had determined that her destiny lay in accounting. CFOTL: Tell us about Certinia … what does this company do, and what are its offerings today? Sawyer: We support services businesses. It’s that simple.

CFO 52

CFO Financial Planning and Analysis (FP&A) Finance Accounting 52

Barry Ritholtz

JUNE 23, 2023

My end-of-week morning train WFH reads: • What Was Nate Silver’s Data Revolution? Way more than we thought. Washington Post ) • How to Give Great Gifts: What Science Teaches Us : Understanding certain fundamental truths makes giving gifts easier on yourself, and happier for your recipients. Immigrants are back.

Auditing 106

Auditing Economics Investments Planning 106

Barry Ritholtz

MARCH 22, 2023

Note: We are off to California and Arizona for a few events; no Morning Reads for the next few days… My mid-week morning train plane reads: • How the Swiss ‘trinity’ forced UBS to save Credit Suisse : The takeover of its local rival could end up being a generational boon for UBS. Then Millennials got old. (

Risk Management 111

Risk Management Manufacturing Economics Investments 111

Nerd's Eye View

APRIL 17, 2024

Clients on the lower levels of client engagement may tend to disregard their advisor's instructions or have a limited understanding of what their advisor can do, simply viewing them as problem-solvers for pain points and not as sources of guidance to plan for – and reach! Questions such as "What is different from the last time we met?"

Planning 79

Planning Compliance Finance Accounting 79

Barry Ritholtz

APRIL 21, 2024

Dazed ) • What the Upper-Middle-Class Left Doesn’t Get About Inflation : Liberal politicians and economists don’t seem to recognize the everyday harms of rising costs. ( With most things in life, eventually, there will be a ‘last time’–we just often don’t know when it will be. Sometimes, we don’t realize it until after the fact.

Entertainment 60

Entertainment Education Accounting Finance 60

Barry Ritholtz

JUNE 26, 2023

Ned Davis Research crunches the state coincident indexes into a probability chart that shows but a 1% chance we are currently in a recession. This is not a prediction, but rather, a reading of the coincident indexes as a current recession indicator. Previously : Are We in a Recession? (No) appeared first on The Big Picture.

Forecasting 123

Forecasting Banking Data Analysis Marketing 123

Barry Ritholtz

AUGUST 11, 2023

My end-of-week morning train WFH reads: • Seth Klarman on What Makes a Value Investor and Committing ‘Sacrilege’ in New Edition of ‘Security Analysis.’ We discuss his famous bet with Warren Buffett about whether a selection of hedge funds could beat the S&P 500 over a decade. Barron’s ) see also Bring On the E-Boats!

Math 98

Math Investments Securities Numbers 98

Barry Ritholtz

NOVEMBER 25, 2022

My end-of-week morning train WFH reads: • The Best 50-Year-Old Investing Advice Money Can Buy : Nearly 50 years ago, the economist Burton Malkiel came out with a book that said, in effect, that all of us should be in index funds. But we first need to understand, as well as catalogue, what is causing the current economic carnage. (

Economics 119

Economics Budgeting Investments Retail 119

Nerd's Eye View

DECEMBER 15, 2023

Read More. Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S., Also in industry news this week: Most businesses that operate in the U.S.,

Concentration 95

Concentration Practice Management Treasury Numbers 95

Barry Ritholtz

MARCH 4, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • You Are Not a Parrot And a chatbot is not a human. Bender is very worried what will happen when we forget this. This is what philosopher of mind Daniel Dennett calls “the intentional stance.” Capital Advisors.

Investments 106

Investments Finance 106

Barry Ritholtz

SEPTEMBER 10, 2022

Pour yourself a mug of Volcanica coffee, grab a seat on the aisle, and get ready for our longer-form weekend reads: • An economist studied popular finance tips. But, as an empirically minded behavioral economists, we recognize that people don’t act this way. Sign up for our reads-only mailing list here. ~~~.

Math 118

Math Finance Economics Investments 118

Barry Ritholtz

FEBRUARY 25, 2023

The Atlantic ) • How Palo Alto created capitalism as we know it : From Stanford to Theranos, Malcolm Harris explains the weird, dark history of the mythic California city. ( What I’d really like is a “State of the Culture” speech—a hard-hitting look at music, writing, arts, media, movies, and all that. The weekend is here!

Leadership 103

Leadership Investments 103

Barry Ritholtz

JULY 3, 2023

My back-to-work morning train WFH reads: • 6 Rules to Know Before Hanging an American Flag This July 4 : Did you know that the MLB and NFL routinely violate one of them? MSNBC ) see also What Do You Believe? MSNBC ) see also What Do You Believe? ask themselves these questions: What do I believe in, and why?

SAP 102

SAP Economics Banking Investments 102

Barry Ritholtz

JANUARY 11, 2023

My mid-week morning train WFH reads: • The Fed May Finally Be Winning the War on Inflation. But at What Cost? What Happens Next? We are more intentional about how and when we get together in person. ( But we haven’t before witnessed such a roundly criticized claim set the agenda for a new Congress.

Retail 100

Retail Marketing 100

Barry Ritholtz

DECEMBER 12, 2022

My back-to-work morning train WFH reads: • The sneaky economics of Ticketmaster : Ticketmaster’s maligned fees and customer service issues are again under the microscope. The Hustle ). • What Is the Bond Market Saying About the Economy? Their bosses don’t know what that means. Sign up for our reads-only mailing list here.

Math 116

Math Communication Economics Marketing 116

Barry Ritholtz

MAY 27, 2023

Pour yourself a mug of coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The King’s Dominion (The real Succession) : His sons are at war. The jewel in what’s left of his crown faces a billion-dollar lawsuit. What can we learn from a city that has largely avoided it? (

Transportation 102

Transportation Economics Investments Marketing 102

Barry Ritholtz

MAY 8, 2023

My back-to-work morning train WFH reads: • How Sam Bankman-Fried Peddled a Story Everyone Wanted to Believe : In an excerpt from his upcoming book, Axios’s Brady Dale explores “what we think we know” about Sam Bankman-Fried, FTX, and the crypto industry. What’s at stake as companies fight back.

Investments 98

Investments Marketing 98

CFO Thought Leader

MARCH 12, 2024

Read More In the alcohol industry, this regulatory backdrop traces back to Prohibition, which resulted in varied state-by-state regulations. ” –Jack Sweeney CFOTL: Tell us about DRINKS … what does this company do, and what are its offerings today? We do this by providing compliance tools—tax, regulatory, and so on.

CFO 52

CFO Finance Retail Leadership 52

Barry Ritholtz

MARCH 20, 2023

My back to work morning train WFH reads: • Your NCAA Tournament Bracket Is a Business School in Disguise : What can you learn from the biggest upsets in college basketball? We may talk endlessly about monetary policy. Angst around “what the FOMC should do” vs What the FOMC most likely will do.

Manufacturing 110

Manufacturing Investments Banking Retail 110