𝗥𝗶𝘁𝗵𝗼𝗹𝘁𝘇

Insights from the whole gang. Ritholtz is a registered investment advisor providing financial planning, advice, and portfolio management.

[Ritholtz @RitholtzWealth]

The Mag 7 is Losing?

"Nothing outperforms forever. Expectations change. Investor flows go to where there is value or momentum. The winners never win forever. Even the biggest, best corporations in the world underperform sometimes."

https://t.co/UuexrMpmth

by @awealthofcs

[Ritholtz @RitholtzWealth]

We read A LOT around here, so you don’t have to. Here are our faves this week:

@Ritholtz: https://t.co/zm7gxUdHQ7
@ateachmoment: https://t.co/io8LUBqQca
@abnormalreturns: https://t.co/KbQ8gE6u0Z

[Ritholtz @RitholtzWealth]

How Much is One Million Dollars Worth?

"A million dollars is still a lot of money. Whether or not it makes you rich depends...A million dollars goes further in Topeka or Des Moines than Manhattan or San Francisco."

https://t.co/5ZSWHFe3Do

by @awealthofcs

[Ritholtz @RitholtzWealth]

Sometimes Laziness Pays The Highest Dividends

"In baseball more effort leads to better outcomes and a more enjoyable fan experience. Investing is another story."

https://t.co/zSVp0ZYTO6

by @ateachmoment

[Ritholtz @RitholtzWealth]

A Hockey Stick Chart

"When the world feels broken and economic conditions seemingly can’t get much worse, the stock market is often the first indicator to rise from the ashes."

https://t.co/XyNWqQHR1M

by @callieabost

[Ritholtz @RitholtzWealth]

10 Reasons to Be Bullish

"Instead of focusing on the potential negatives today, I want to point you to 10 positive developments that have been unfolding."

https://t.co/rb2PDBYq8f

by @mattcerminaro

[The Compound @TheCompoundNews]

Don’t Let a Low Mortgage Rate Trap You

[The Compound @TheCompoundNews]

Wall Street's Earnings Are on Steroids?💉📈

@Downtown and @michaelbatnick are LIVE at 5PM ET🎙️🔥

Tonight:
• Is earnings season entering a "steroid era"?
• The bull market broadens beyond Big Tech
• Has Strategy's Bitcoin bet become a systemic risk?
• Signs of speculation everywhere
• Our Chart of the Year (so far)
• The software stocks that could be AI's biggest winners

Plus: Josh makes the case for Toast, Michael brings another mystery chart, and more👇💥💸

[The Compound @TheCompoundNews]

Is Your Portfolio Actually Diversified?

@sonusvarghese @RyanDetrick @Downtown @michaelbatnick

[The Compound @TheCompoundNews]

What’s the Bear Case Now?

[The Compound @TheCompoundNews]

Tune in🎦https://t.co/BOuWRNI1VU

[The Compound @TheCompoundNews]

Is Debt Fueling the Rally?🤔

On Episode 471 of Animal Spirits, @michaelbatnick and @awealthofcs break down:

📈 Record margin debt
🚀 The small-cap breakout
☁️ The hyperscaler dilemma
💾 Why Micron keeps ripping
📊 Everything outperforming the Mag 7
🎯 Why market concentration is normal
💼 No signs of a recession?
🍕 The pizza bear market... and more.
🎧 Watch & listen now👇👇👇

[Ritholtz @RitholtzWealth]

Leverage in the Stock Market

"All-time high margin debt levels do sound scary in the midst of a technology boom. But all that tells you is that the market is at all-time highs too."

https://t.co/H5KPEIujUT

by @awealthofcs

[Ritholtz @RitholtzWealth]

Is $5M in Treasury Bills Enough to Be Set for Life?

"These fluctuating rates are the actual reason why the “T-Bill and Chill” strategy fails in the long run."

https://t.co/aYoVu8wNte

by @dollarsanddata

[The Compound @TheCompoundNews]

Why High Net Worth Investors Need Guidelines

[The Compound @TheCompoundNews]

Invest in the Robot Revolution or Be Crushed by It 🤖

@Downtown sits down with @Rewkang, CEO & co-founder of @RoboStrategy (Nasdaq: $BOT), to discuss why humanoid robots could be the biggest investment opportunity of the next decade.

They cover:
• The rise of physical AI
• Andrew's early bet on Figure AI
• The economics behind mass adoption
• What automation means for workers
• Why RoboStrategy gives everyday investors access to the robotics revolution and more! Link below🎙️

[Ritholtz @RitholtzWealth]

Chauffeur Knowledge

"The ability to show empathy, be creative and have genuinely informed conversations with human beings is how you separate yourself from those who only use chauffeur knowledge."

https://t.co/Uo8NFbTWU1

by @awealthofcs

[The Compound @TheCompoundNews]

Alan Greenspan’s Biggest Mistake

[The Compound @TheCompoundNews]

How to Give Clients More Peace of Mind in Retirement☮️

On this episode of Talking Wealth, @awealthofcs sits down with David Lau, founder & CEO of DPL Financial Partners, to discuss the evolving role of insurance and annuities in financial planning, why annuities remain so misunderstood, how they can help manage retirement income and longevity risk, and what AI could mean for the future of insurance and financial planning👇🎙️💸

[The Compound @TheCompoundNews]

Bull Markets Are Hard to Kill

@RyanDetrick @Downtown @michaelbatnick