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Tariffs Knocked Down, AI Accelerates: Monday AM Reads

Barry Ritholtz curates Monday AM Reads, highlighting a divided U.S. Court of International Trade ruling Trump’s 10% tariffs unlawful, inflation expectations remaining anchored helping the Fed, cognitive traps that make stock-market bubbles hard to spot, billionaire backlash over pied-à-terre taxes, and AI’s rapid advance per Stanford’s AI Index alongside the AI-labor debate, plus Iran’s potential endurance in Hormuz, and the historical arc from Buckley to Citizens United on money in politics.

15 days ago•Source: The Big Picture

Oil Bets Ahead of Trump's Iran Post Lead Barry Ritholtz's Morning Reads

macroecon

13.1 min•2 months ago

Oil Bets Ahead of Trump's Iran Post Lead Barry Ritholtz's Morning Reads

Barry Ritholtz’s morning reads span market signals, geopolitics, and tech: headline news notes about $580 million in oil bets placed before Donald Trump’s post on Iran talks, alongside pieces on prediction markets and information incentives, unclaimed pandemic tax credits, AI’s looming impact on jobs, the widening Iran conflict, and related coverage from outlets like The Atlantic, WaPo, WSJ, and Vanity Fair, plus a nod to next week's Masters in Business.

via ritholtz.com

Tariffs, AI bets, and a pivot in global markets: a midweek macro snapshot

macroecon

14.04 min•4 months ago

Tariffs, AI bets, and a pivot in global markets: a midweek macro snapshot

via ritholtz.com

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Tariffs Knocked Down, AI Accelerates: Monday AM Reads

Oil Bets Ahead of Trump's Iran Post Lead Barry Ritholtz's Morning Reads

Tariffs, AI bets, and a pivot in global markets: a midweek macro snapshot

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