10 Thursday AM Reads

The Big Picture07-02

My morning train WFH reads: • Will AI Make Companies Outsource More, or Less?: Noah Smith on how AI might redraw the boundaries of the firm — Coase for the model era. A genuinely interesting question ...

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A genuinely interesting question ...</p>\n\n<a href=\"https://ritholtz.com/2026/07/10-thursday-am-reads-500/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4144","symbol_name":"石油与天然气的储存和运输","start_time":0,"source_url":"https://ritholtz.com/2026/07/10-thursday-am-reads-500/","article_id":"2648507645","we_media_id":null,"thumbnails":["https://ritholtz.com/wp-content/uploads/2035/05/recordlabels.jpg"],"rights":{"source":"ritholtz_highlight","url":"https://ritholtz.com/2026/07/10-thursday-am-reads-500/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2648507645","pubTimestamp":1782988259,"columns":[],"sourceInfo":{"source_id":"ritholtz_highlight","name":"The Big Picture"},"weMediaInfo":null,"summary":"Will AI Make Companies Outsource More, or Less?We Crunched the Data: There’s a Grocery Price Emergency in America: A data-driven case that the supermarket squeeze is worse than the headline CPI suggests. More grist for the sentiment-versus-numbers debate. . Reverse Engineering the Met’s Bobby Bonilla Deal: My own July 1 tradition: the math behind baseball’s most famous deferred-payment contract. A cautionary tale about hubris, fraud, misunderstanding risk, and all sorts of other amusing and fun BeFi issues. I went deep down the rabbit hole on this one, and it led to some astonishing findings…European Soccer Fans Marvel at the Splendor of America’s Suburbs: World Cup visitors discover the cul-de-sac, the strip mall, and the enormous parking lot. A charming outsider’s-eye view of American sprawl. Dutch fans in Missouri see a nation that is risky and expensive, but vast and bountiful: ‘Everything is three times the size’ ","collect":0,"end_time":0,"defaultTopTitle":"ritholtz.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4144":"石油与天然气的储存和运输","IE00BMQBXF63.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) INC A","IE00BZ18W340.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) ACC","IE00BZ18W456.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) INC","AM":"Antero Midstream Corporation"},"translate_title":"10周四上午阅读","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AM":1.5},"content_text":"My morning train WFH reads:\n• Will AI Make Companies Outsource More, or Less?: Noah Smith on how AI might redraw the boundaries of the firm — Coase for the model era. A genuinely interesting question most coverage skips. (Noahpinion)\n• We Crunched the Data: There’s a Grocery Price Emergency in America: A data-driven case that the supermarket squeeze is worse than the headline CPI suggests. More grist for the sentiment-versus-numbers debate. (New York Times)\n• Reverse Engineering the Met’s Bobby Bonilla Deal: My own July 1 tradition: the math behind baseball’s most famous deferred-payment contract. A cautionary tale about hubris, fraud, misunderstanding risk, and all sorts of other amusing and fun BeFi issues. I went deep down the rabbit hole on this one, and it led to some astonishing findings… (The Big Picture)\n• UBS Global Wealth Report 2026: nearly 1 million new millionaires. Global personal wealth rose 10.8% last year, the fastest pace in years, yet median wealth fell in most markets (Quartz)\n• Mega takeovers drive record $2.8tn in dealmaking: Companies and investors turn to M&A as they adjust to economic shifts driven by the rise of AI. (Financial Times)\n• Remote Work Is Making It Harder for Grads to Find (and Keep) Jobs: New research argues that frustration among employers over remote work may be leading them to cut back on hiring young workers (Wall Street Journal)\n• Decision Fatigue: Why You Feel Exhausted Without Having “Done” Anything Physically: The brain is just like any other muscle. It gets tired. On why choosing all day drains you as much as labor. A tidy explainer with practical implications for how you structure a workday. (Facile Things)\n• Even the Internet’s Favorite Pool Guy Doesn’t Know How to Fix the Reflecting Pool: Algae blooms, peeling paint, and a host of fixes from hydrogen peroxide to nanobubblers have made it hard to diagnose what’s wrong with the Reflecting Pool—let alone how to clean up the mess. A funny, telling sidebar to a story that refuses to drain. (Wired)\n• Trump’s second-term windfall: $1.4B in crypto earnings: The president’s latest financial disclosure underscores how central the cryptocurrency industry has become to his business empire. Disclosures reveal a staggering crypto haul. The through-line of this week’s reads: the presidency as a revenue center. (Politico) see also Trump’s Moneymaking Run: Unrivaled in Presidential History: The Times tallies the scale of presidential self-enrichment against the historical record. Read it with this week’s crypto and mining-deal stories. (New York Times)\n• European Soccer Fans Marvel at the Splendor of America’s Suburbs: World Cup visitors discover the cul-de-sac, the strip mall, and the enormous parking lot. A charming outsider’s-eye view of American sprawl. Dutch fans in Missouri see a nation that is risky and expensive, but vast and bountiful: ‘Everything is three times the size’ (Wall Street Journal)\nVideo of the day: The Genius of Mechanical Time\nBe sure to check out our Master’s in Business next week with McKeel Hagerty, CEO/Chairman of Hagerty Specialty Insurance. He transformed a family specialty-insurance agency into an enthusiast-driven platform focused on collectible cars, events, valuation data, and auctions. HGTY is now a public company that insures everything from classic cars to boats, trucks, tractors, and military vehicles for over 2.8M collectors.\nRecord labels no longer dominate which artists get radio airplay\n\nSource: Bloomberg\nSign up for our reads-only mailing list here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.45.2","shortVersion":"4.45.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2648507645","isCrawlerRequest":true}