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Claude: What Are You Good At?
Analysis

Claude: What Are You Good At?

Market Expert  Jun 11, 2026

    Last week, I was up in Montreal for a keynote presentation to 750 Bank RIAs. Morgan Housel was the keynote the day before (tough act to follow!). Today, I am speaking with an old friend, Paul Kedrosky, about all things technology on the pod. Paul is a fascinating guy with an interesting background… Read More The post Claude: What Are You Good At? appeared first on The Big Picture.

How To Better Help Business Owner Clients Depending On The Stage Of Their Business Journey
Analysis

How To Better Help Business Owner Clients Depending On The Stage Of Their Business Journey

Market Expert  Jun 11, 2026

Business owners have long been a popular target clientele for financial advisors; successful firms with strong profitability created an advisor opportunity to help business owners diversify their wealth (into the advisor’s managed accounts), to propose tax shelters (to offset business income), and to secure the value of the business with life insurance (to fund buy-sellRead More... The post How To Better Help Business Owner Clients Depending On The Stage Of Their Business Journey first appeared on Kitces.com.

Super Micro stock plunges as $7 billion equity raise overshadows booming backlog
Stock

Super Micro stock plunges as $7 billion equity raise overshadows booming backlog

Market Expert  Jun 10, 2026

Super Micro looks to raise equity as it faces staggering AI demand but also an intense cash burn

A powerful inflation storm is brewing — and your portfolio isn’t ready
Stock

A powerful inflation storm is brewing — and your portfolio isn’t ready

Market Expert  Jun 10, 2026

Looming El Niño shock threatens to drive up global commodity prices. These investments can help protect your purchasing power.

Your tech portfolio could be on the wrong side of the AI boom
Stock

Your tech portfolio could be on the wrong side of the AI boom

Market Expert  Jun 10, 2026

Why the coming $1,000 videogame console will squeeze hardware stocks.

This stock-market strategy has cheap exposure to AI and points to an advantage for closed-end funds
Stock

This stock-market strategy has cheap exposure to AI and points to an advantage for closed-end funds

Market Expert  Jun 10, 2026

The fund is diversified and has been an excellent performer, highlighting the advantages of a closed-end structure.

Apple’s AI could usher in a historic upgrade cycle that investors are overlooking
Stock

Apple’s AI could usher in a historic upgrade cycle that investors are overlooking

Market Expert  Jun 10, 2026

Apple’s new AI features are on track to be monetized faster than expected, thanks to increased hardware requirements and new “killer apps.”

Micron and other memory makers are driving a ‘supercycle’ for this corner of the chip sector
Stock

Micron and other memory makers are driving a ‘supercycle’ for this corner of the chip sector

Market Expert  Jun 10, 2026

Chip-equipment companies are getting unprecedented visibility into companies’ supply plans, a UBS analyst says.

AST SpaceMobile’s stock experiences rocky trading as SpaceX plans to launch its satellites into orbit
Stock

AST SpaceMobile’s stock experiences rocky trading as SpaceX plans to launch its satellites into orbit

Market Expert  Jun 10, 2026

The company is developing a space-based broadband cellular network that could rival Elon Musk’s Starlink.

GM follows Ford by making a big energy bet — this time with an unconventional approach
Stock

GM follows Ford by making a big energy bet — this time with an unconventional approach

Market Expert  Jun 10, 2026

GM plans to revamp its energy business and place a big bet on sodium-ion batteries just as shares of rival Ford got a boost from a similar move a few weeks ago.

Angst over SpaceX IPO adds to dive in tech stocks
Stock

Angst over SpaceX IPO adds to dive in tech stocks

Market Expert  Jun 10, 2026

Technology stocks tumbled on Tuesday, extending a swoon that began in early June, as investors anxiously await the historic SpaceX IPO later this week and retreat from hot parts of the AI playbook.

Adobe needs a new CEO to make bold AI moves, and its choice could be revealed on Thursday
Stock

Adobe needs a new CEO to make bold AI moves, and its choice could be revealed on Thursday

Market Expert  Jun 10, 2026

Given all the doubts around Adobe, it’s perhaps surprising that the company will likely go with an internal candidate to replace outgoing CEO Shantanu Narayen.

Adviser links: what truly matters
Commodities

Adviser links: what truly matters

Market Expert  Jun 10, 2026

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...

Research links: setting strategic goals
Commodities

Research links: setting strategic goals

Market Expert  Jun 10, 2026

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at...

MiB: Joe McLean, MAI Capital
Analysis

MiB: Joe McLean, MAI Capital

Market Expert  Jun 10, 2026

    On this special bonus episode — as Jalen Brunson and the New York Knicks take on Victory Wembanyama and the San Antonio Spurs in the NBA Finals — I speak with Joe McLean, managing partner of sports & entertainment at MAI Capital Management. Known in NBA circles as being the “money whisperer”, Joe… Read More The post MiB: Joe McLean, MAI Capital appeared first on The Big Picture.

Transcript: Chris Davis of Davis Funds
Analysis

Transcript: Chris Davis of Davis Funds

Market Expert  Jun 10, 2026

    The transcript from this week’s MiB: Beating the S&P For Generations with Chris Davis of Davis Funds, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be… Read More The post Transcript: Chris Davis of Davis Funds appeared first on The Big Picture.

Building The Profession Through (Joining) Membership Associations: How Financial Advisors Can Benefit From Being Active With FPA
Analysis

Building The Profession Through (Joining) Membership Associations: How Financial Advisors Can Benefit From Being Active With FPA

Market Expert  Jun 9, 2026

Joining your "professional association" has long been a standard for professionals. Doctors have the American Medical Association. Lawyers have the American Bar Association. Upon completing a profession's educational and licensing requirements, membership associations are a typical next step on the journey of professional development. At least, until the internet and the rise of social mediaRead More... The post Building The Profession Through (Joining) Membership Associations: How Financial Advisors Can Benefit From Being Active With FPA first appeared on Kitces.com.

Growing To $350M AUM By Putting Client Cash Flow At The Center Of The Planning Process: #FASuccess Ep 493 With David Mozeika
Analysis

Growing To $350M AUM By Putting Client Cash Flow At The Center Of The Planning Process: #FASuccess Ep 493 With David Mozeika

Market Expert  Jun 9, 2026

Welcome everyone! Welcome to the 493rd episode of the Financial Advisor Success Podcast! My guest on today's podcast is David Mozeika. David is the founder of TOMORO, an RIA based in Red Bank, New Jersey, that oversees $350 million in assets under management for 600 client households. What's unique about David, though, is how heRead More... The post Growing To $350M AUM By Putting Client Cash Flow At The Center Of The Planning Process: #FASuccess Ep 493 With David Mozeika first appeared on Kitces.com.

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