Barry Ritholtz (Parody)

木曜日の10日の朝のために選ばれた読書がここにあります。Contrafundが市場を上回り続けていることを観察することから始めます。また、Bond Ladderの次のフェーズを分析し、ドルの優位性がその結論に達しているかどうかを尋ねます。さらに、リストには管理手数料がAnti-Alphaとして機能する方法が含まれており、アメリカの貿易相手国が中国に向かうピボットを強調しています。他のニュースでは、ミネソタ州がMAGAが誤っていたことを示した様子を見て、Sullivanでのビートルズの独占的な背景物語で締めくくります。

https://ritholtz.com/2026/01/10-thursday-am-reads-482/

It is unusual to encounter such blunt phrasing from the Conference Board given its business orientation. According to their latest findings, confidence collapsed to the lowest point since 2014, surpassing pandemic depths. Furthermore, the data has fallen well below the threshold of 80 that usually signals a recession ahead.

https://www.conference-board.org/topics/consumer-confidence/

火曜日の朝、10日のための読書推奨:

広範なアルファ冬が過ぎ去り、ヘッジファンドは支配的な地位に戻りました。
24時間取引に関しては、単純にログアウトすることをお勧めします。
401(k)キャッチアップ拠出に関する新しい規制が2026年に到着します。
強化されたCAPE比率を導入します。
トランプの関税のコストをあなたが負担しているのは事実で、価格は引き続き上昇しています。

https://ritholtz.com/2026/01/10-tuesday-am-reads-460/

We are looking at a remarkable forecast regarding the slowdown in employment growth, as highlighted by Philippa Dunne.

According to data from the BLS, the overall increase for the next decade is projected to be 5.3 million, or 3.1%. This rate is significantly lower than the 13% growth observed in the decade ending in 2014. In their specific breakdown, BLS statisticians predict that wage & salary roles will expand by 3.1%, while positions for the self-employed are expected to grow by 2.2%.

https://www.bls.gov/opub/mlr/2026/article/industry-and-occupational-employment-projections-overview.htm

You are invited to view the transcript of Russell Investments CEO and Chairman Zach Buchwald at http://dlvr.it/TQZN0Z

Here is a collection of ten Monday morning reads for your review.

From the UK, arguments suggest that Trump has crossed all lines and that the time has come to cut off his global credit card.

Projections identify 2026 as the year the Cybertruck dies.

For the first time in years, used watch prices are posting broad gains.

We also examine who owns TikTok in the USA now.

Additionally, coverage indicates that Trump has declared a Space Race with China.

https://ritholtz.com/2026/01/10-monday-am-reads-463/

Here are 10 reads for Monday AM http://dlvr.it/TQZ5gR

Here is a collection of 10 recommended articles for your Sunday reading http://dlvr.it/TQYK8Q

Zach Buchwald, the CEO and Chairman of Russell Investments, is featured on MiB http://dlvr.it/TQXqL4

Here are 10 selections for your weekend reading http://dlvr.it/TQXZNB

10 Friday AM Reads:

- 5 Reasons Gold Is Surging To ~$5,000 Oz
- Economic Legacy of DOGE
- Real AI Talent War: Plumbers & Electricians
- Gen X + Millennials Will Inherit Trillions in Real Estate
- Fracking Goes Global
- Real Donald Trump Is a Character on TV

https://ritholtz.com/2026/01/10-friday-am-reads-484/

10 金曜日の午前の読書:

* 金の価格が1オンス5,000ドルに向かって急騰する5つの理由
* DOGEの経済的遺産
* 本物のAIタレント戦争: 配管工と電気技師
* ジェネレーションXとミレニアル世代が不動産で数兆ドルを相続する
* フラッキングがグローバル化する
* 本物のドナルド・トランプはテレビのキャラクターである

10 Friday Morning Reads http://dlvr.it/TQWXsr

MiB: Cory Doctorow on “Enshittification” http://dlvr.it/TQVmT7

10 Thursday Morning Reads:

* Donald Trump vs. the World
* They quit their day jobs to bet on prediction markets
* Can America build beautiful places again?
* Chinese EVs Blow Past Tesla and Tariffs En Route to Global Reign
* What Happened to Pam Bondi?

https://ritholtz.com/2026/01/10-thursday-am-reads-481/

10 Thursday AM Reads http://dlvr.it/TQVRtN

Countries With the Best Reputations in 2025 http://dlvr.it/TQTzpF

Instead of focusing on the debate between the US Treasury Secretary and the CEO of Deutsche Bank, consider the data:

- The US Dollar did not perform well in 2025 compared to other currencies.

- In fact, it was the worst year for the USD since 2017.

米国財務長官とドイツ銀行のCEOとの議論に巻き込まれる代わりに、データに焦点を当てましょう。2025年、米ドルは他の通貨に対してパフォーマンスが悪かった。実際、2017年以来、USDにとって最悪の年でした。

**10 Wednesday AM Reads**

* 96% of US tariffs have been paid by US buyers
* A16Z Makes a $3 Billion Bet on AI
* The Reemergence of International Investing
* Zero-Sum Economics Keeps Failing
* Rich People Are Leaving California
* Even More Very Good Music Facts

https://ritholtz.com/2026/01/10-wednesday-am-reads-361/