Barry Ritholtz Profile picture
Jan 22 4 tweets 2 min read
Huge rollover in NYC, daily case count down 59%.

BUT: Test positivity rate + hospitalizations still extremely high. And NYC cases are likely being significantly undercounted.

Still, the trend is encouraging . . .

nytimes.com/interactive/20… Image
Tracking the virus in wastewater is helping some cities and hospitals respond to the most recent wave of the coronavirus, but a more coordinated national effort is needed, experts say.

nytimes.com/2022/01/19/hea…
Why should we all be wearing N95 masks?

Short answer: Because they’re the most protective, and they’re finally widely available.
washingtonpost.com/health/2022/01…

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More from @ritholtz

Jan 4
Guilty! If you want to understand the epic rise & fall of Elizabeth Holmes of Theranos, read @JohnCarreyrou's Bad Blood.

And if you only have 90 minutes, check out our pod with the author on what he went through to reveal the Silicon Valley fraud.

ritholtz.com/2018/07/mib-jo…
The descriptions of Holmes' enablers are chilling: Most notable was the behavior of famed super lawyer David Boies.

The book explains how his law firm received millions in Theranos stock + led to aggressive and questionable counsel.

amazon.com/exec/obidos/AS…
Read 8 tweets
Dec 20, 2021
“It will be over my dead body that I’ll have to get a shot” -Sarah Palin, offering her thoughts on the coronavirus vaccine at a far-right conference in Arizona over the weekend.

washingtonpost.com/opinions/2021/…
Frankenstein's monster is no longer under the doctor's control

bloomberg.com/news/articles/…
Read 5 tweets
Nov 10, 2021
General Electric is ending a century as a massive conglomerate by splitting into 3 parts.

It is front-page news. Lots of events led to this, but you may not be familiar with some of the more nefarious issues that caused GE to stumble, then collapse.

A thread.

1/
Its history:

The company was a household name practically since it was founded by Thomas Edison in the 19th century. It was a key member of all major indices, including the Dow Jones Industrials

bloomberg.com/graphics/2019-…
2/
GE began the 21st century as the most valuable conglomerate in America. The architect of this success was Jack Welch, often described as the best CEO of the 20th century.

I suspect he wasn't.

wsj.com/articles/the-e…

3/
Read 14 tweets
Nov 8, 2021
A few lists to help you organize your feed:

I find lists enormously helpful when using Twitter --instead of trying to drink from the firehose, dipping into a curated list makes the onslaught manageable.

1/
When I am interested in a narrow specific topic, I try to assemble the leading thinkers in a space that allows me to dive in when I want to.

This list of Behavioral Finance experts is a great example:
twitter.com/i/lists/132270…

2/
I made a broader list covering Science, Technology, and Venture Capitalists.

I asked followers for more names and got some great suggestions!

twitter.com/i/lists/132273…

3/
Read 4 tweets
Nov 3, 2021
Stagflation? Really?!

A brief chart-laden thread

1/
Each day, I read tons of economic + market commentary. Some of it is good, some not so good, and some just awful.

The most harebrained of these is the claim that we are entering a 1970s-like era of stagflation.

Why? Because the data says otherwise.

ritholtz.com/2021/11/stagfl…
2/
Consider these 10 different economic factors to prove/disprove the claim:

Misery Index
Unemployment (U3)
Inflation (CPI)
Real Wages
Productivity
QUITs Rate
Business Formation
Sentiment
Confidence in Institutions
Civil Unrest

9/10 were dissimilar between 2020 + 1970s

3/
Read 12 tweets
Sep 18, 2021
Meet Harper!

He is a 15 week old puppy. We brought him up from NC to see if we could find him a good home.

He is a very good boy.

Weighs about 30 pounds (but has some big old paws) Very sweet, good with other dogs, needs a loving home.

Please contact me if interested
A sweetie!
He is tough to photograph but this captures his face
Read 4 tweets

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