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The Big Picture

The Big Picture

Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media

ritholtz.com
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INVESTMENT AND CAPITAL MARKETS

10 Wednesday AM Reads

My mid-week morning reads: ​• Costly Medicine: Claudia Sahm on Fed Week — the FOMC is highly likely to hike a quarter point Wednesday, and the Middle East and AI headlines stealing attention are the same stories driving the inflation risk. (Claudia Sahm) • The Unlikely Political Bedfellows on A.I. Regulation: David Sacks and Lina Khan? Bernie… Read More The post 10 Wednesday AM Reads appeared first on The Big Picture.
JAPANSYRIABERNIE SANDERSSETH BERNSTEIN
Fortune
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ENTREPRENEURSHIP AND STARTUPS

10 Tuesday AM Reads

My Two-for-Tuesday morning reads: • What if Elon Musk Was Always Elon Musk? The most disturbing part of the controversial new four-hour documentary. (Slate) • Why So Many AI Researchers Think the Machines Could Kill Everyone: A combination of rapid advances, recursive self-improvement, and agentic swarms are genuinely “spooking people” inside big labs. Will Knight on Rishub… Read More The post 10 Tuesday AM Reads appeared first on The Big Picture.
CHINAPAKISTANMARK WALTER
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HOUSING AND REAL ESTATE

2026 Barron’s Top 100 RIA List

For the second time in as many years, RWM made the Barron’s Top 100 RIA List. What makes this year’s list especially interesting is both its focus on private equity’s entry into the advisor space — and our decision to avoid that approach. Follow our history from the original announcement of the firm’s… Read More The post 2026 Barron’s Top 100 RIA List appeared first on The Big Picture.
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ENTREPRENEURSHIP AND STARTUPS

10 Monday AM Reads

My back-to-work morning reads: • What Years of Inflation Have Done to American Prices: Life has gotten a lot more expensive over the past few years. Across the economy, the cost of goods and services has soared. Consumer prices overall have risen more than 30 percent since the beginning of 2019. That’s two and a half… Read More The post 10 Monday AM Reads appeared first on The Big Picture.
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