The Broker's Hub

SK Hynix is about to hit the U.S. market. Here’s what to know about the deal.

A junior employee saved this company six figures using AI. Here’s how.

The dot-com crash was a $5 trillion blip. Why the next financial crisis could hit 4 times harder.

Meta’s stock rebounds as agentic AI coding and custom chips ease spending fears

A slower AI payoff risks tipping the economy into recession, Apollo says

Why a hidden divergence between the VIX and Nasdaq volatility has the smart money on edge

‘I’ve no idea how they got her number’: My student-loan servicer called a friend after I missed a payment. Is that legal?

Stock

Can Walmart help the Fed harness real-time U.S. economic data? We’re about to find out.

Market Expert Jul 10, 2026

The Federal Reserve named a former Walmart CEO to a task force to develop contemporaneous data on spending, inflation and growth.

‘The money would have been life-changing’: My father told my grandmother to slash my inheritance. Is that fair?

Personal finance links: buying permission

Commodities

Wednesday links: making cool stuff

Market Expert Jul 10, 2026

StrategyEven when you are 'doing nothing' when investing you are 'doing something.' (behaviouralinvestment.com)Most of the time the stock market goes up. (awealthofcommonsense.com)CompaniesIs OpenAI still on track to go public in 2026? (morningstar.com)For better or worse, Palantir ($PLTR) is viewed as a MAGA affiliate. (ft.com)Jeff Bezos’ Blue Origin raised outside capital at a $130 billion valuation. (cnbc.com)SK HynixTim Culpan, "SK Hynix’s operations in China are deeper and broader than many realize." (culpium.com)A tale of the tape: SK Hynix is listing in the U.S. (morningstar.com)GlobalHow Trump tariffs reshuffled global trade relationships. (klementoninvesting.substack.com)America's great power relied on its network of allies. That is going away. (danieldrezner.substack.com)Crypto makes evading economic sanctions easier for outlaw nations. (wsj.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Are you a financial advisor? Sig

Commodities

Thursday links: a smartphone replacement

Market Expert Jul 10, 2026

MarketsBig changes in market structure are afoot including 'Retail has become the structural bid.' (citadelsecurities.com)Ten charts going into the second half of 2026. (bilello.blog)Some market insights including 'Since the end of 2024, the South Korean index is up 339.5% total return.' (novelinvestor.com)ETFsThe iShares Nasdaq 100 ETF ($IQQ) has launched. (thedailyupside.com)Do leveraged ETFs represent a systemic risk? (advisorperspectives.com)TechnologyWhat it means to work alongside humanoid robots. (wsj.com)Technology is coming for your eyes. (asymco.com)Why a keyboard is an inferior way to interact with AI. (spyglass.org)CompaniesThe new Paramount ($PSKY) is going to be debt-laden. (wsj.com)Nvidia ($NVDA) is trading at lesss than 20x foward earnings. (msn.com)Is Buc-ee's a tad too litigious? (wsj.com)Prediction marketsCongressional staffers are still trying to bet on elections. (npr.org)How two sharps make money in prediction markets. (podcasts.apple.com)Stay in touchDon't m

Analysis

Ticker Take: The Biggest Mistakes Investors Make

Market Expert Jul 10, 2026

What a fun conversation! I sat down with Jon Erlichman (formerly of Bloomberg, now at Ticker Take) to discuss the biggest mistakes investors make. Here is the overview: Most investing advice tells you what to buy. Barry Ritholtz would rather tell you what NOT to do. This week on Ticker Take, we sit… Read More The post Ticker Take: The Biggest Mistakes Investors Make appeared first on The Big Picture.

Analysis

MiB: Lyft CEO David Risher

Market Expert Jul 9, 2026

This week, I speak with David Risher, CEO of Lyft, about his career path from Microsoft and Amazon to leading the ride-sharing platform. We discuss Lyft’s financial turnaround, cost-cutting measures, and strategies for expanding market share. Plus customer-centric features, the mechanics of ride data, and the decade-long transition toward autonomous vehicle networks. A transcript of… Read More The post MiB: Lyft CEO David Risher appeared first on The Big Picture.

Analysis

Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl 194

Market Expert Jul 9, 2026

Financial advisors often struggle with a frustrating reality: clients routinely delay important planning decisions even when the benefits seem obvious. Estate planning is a particularly common example, as many clients acknowledge the need to update documents, establish trusts, or clarify legacy intentions… yet fail to take action. This raises an uncomfortable question for advisors: ifRead More... The post Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl 194 first appeared on Kitces.com.

Analysis

2026 Mid-Year Market Outlook: 10 Charts On Market Highs And Key Client Topics

Market Expert Jul 9, 2026

The first half of 2026 has seen significant headline-driven market uncertainty, from geopolitical events to inflation risk. Given the level of uncertainty, many investors might have assumed that equity markets would be down midway through the year. Yet, the S&P 500 has posted positive returns (hitting several all-time highs earlier in the year) amidst continuedRead More... The post 2026 Mid-Year Market Outlook: 10 Charts On Market Highs And Key Client Topics first appeared on Kitces.com.

Insurance

Why Direct Indexing Is Better Than an ETF

Market Expert Jul 9, 2026

We recently asked an LLM (a large language model) a question we know our clients have from time to time: Which is better, investing in an index-based ETF or a direct indexing product that tracks the same index? We think the answer is pretty straightforward, which is why we were surprised to see the LLM […] The post Why Direct Indexing Is Better Than an ETF appeared first on Wealthfront Blog.