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At the Money: Better Results By NOT Investing with Dictators!
Analysis

At the Money: Better Results By NOT Investing with Dictators!

Market Expert  Jan 15, 2026

       At The Money: Better Results By NOT Investing with Dictators, with Perth Toll, (January 14, 2026) Full transcript below. ~~~ About this week’s guest: Perth Toll is the founder of the Life and Liberty indexes and the creator of the Freedom 100 EM Index (symbol FRDM). She was named one of… Read More The post At the Money: Better Results By NOT Investing with Dictators! appeared first on The Big Picture.

From coffee to electricity, latest CPI report shows where inflation is hitting the middle class the most
Stock

From coffee to electricity, latest CPI report shows where inflation is hitting the middle class the most

Market Expert  Jan 14, 2026

Cost of living rose in December, and these households are feeling the pinch

The airplane orders keep coming, and Boeing’s stock climbs to a two-year high
Stock

The airplane orders keep coming, and Boeing’s stock climbs to a two-year high

Market Expert  Jan 14, 2026

Boeing’s stock gets a lift after it received orders for up to 60 more planes, a week after it received orders for up to 145 planes.

‘I will soon turn 65’: My son wants to live in my investment property for less than market rent. Do I say yes?
Stock

‘I will soon turn 65’: My son wants to live in my investment property for less than market rent. Do I say yes?

Market Expert  Jan 14, 2026

“I would like to quit working.”

Intel’s stock is popping. Here’s how it can become an AI winner and rack up even more gains.
Stock

Intel’s stock is popping. Here’s how it can become an AI winner and rack up even more gains.

Market Expert  Jan 14, 2026

Intel is seeing momentum in server CPUs and with its manufacturing technology, leading a KeyBanc analyst to turn bullish on its stock.

Netflix reportedly looking to solidify its bid for Warner Bros. with all-cash offer
Stock

Netflix reportedly looking to solidify its bid for Warner Bros. with all-cash offer

Market Expert  Jan 14, 2026

The streaming giant is reportedly mulling whether to amend its already-accepted offer to an all-cash bid to remove a partial stock component that has declined in value since its initial proposal was agreed upon.

Why Visa and Mastercard are seeing their sharpest stock drops in half a year
Stock

Why Visa and Mastercard are seeing their sharpest stock drops in half a year

Market Expert  Jan 14, 2026

Investors seem jittery about President Donald Trump’s support of a measure that would require a lower-cost alternative for credit-card routing.

Exxon Mobil’s stock hits a new high. Its CEO’s call on Venezuela may be helping.
Stock

Exxon Mobil’s stock hits a new high. Its CEO’s call on Venezuela may be helping.

Market Expert  Jan 14, 2026

President Donald Trump has threatened to cut Exxon Mobil out of oil deals in Venezuela, but that hasn’t derailed the rally in the energy giant’s shares.

The stock market’s ‘sugar high’ is starting to fade. Why investors could see a slow grind higher from here.
Stock

The stock market’s ‘sugar high’ is starting to fade. Why investors could see a slow grind higher from here.

Market Expert  Jan 14, 2026

One Wall Street strategist is bucking the consensus and calling for stocks to move sideways in 2026.

The Fed’s failures set the stage for the Trump-Powell turmoil. Here’s one solution.
Stock

The Fed’s failures set the stage for the Trump-Powell turmoil. Here’s one solution.

Market Expert  Jan 14, 2026

If the White House erodes the public’s trust in the Fed’s desire or ability to keep inflation low and stable, all bets are off.

Adviser links: thinking about success
Commodities

Adviser links: thinking about success

Market Expert  Jan 14, 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...

Monday links: counting your blessings
Commodities

Monday links: counting your blessings

Market Expert  Jan 14, 2026

StrategyFund performance consistency is overrated. (morningstar.com)If your portfolio manager has skill, you want a concentrated portfolio. Otherwise, index. (klementoninvesting.substack.com)Why rules matter for investors. (thefinancialpen.substack.com)CompaniesGoogle Gemini is going to power Apple's ($AAPL) Siri. (spyglass.org)The revival of GE ($GE) is an underhyped story. (bloomberg.com)Influenza Roche's Genentech manufactures Xofluza and Tamiflu. (wsj.com)More people should be taking Xofluza for influenza. (theatlantic.com)Weight lossAmazon ($AMZN) Pharmacy is going to offer Wegovy weight loss pills. (semafor.com)How obesity pills will transform the market for weight loss. (cnbc.com)People on weight loss drugs spend less on groceries. (sciencedaily.com)The FedBernanke, et al. "The reported criminal inquiry into Federal Reserve Chair Jay Powell is an unprecedented attempt to use prosecutorial attacks to undermine that independence." (jointstatement.substack.com)Trump REALLY wants c

Research links: earnings uncertainty
Commodities

Research links: earnings uncertainty

Market Expert  Jan 14, 2026

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

Tuesday links: assiduous avoidance
Commodities

Tuesday links: assiduous avoidance

Market Expert  Jan 14, 2026

MarketsThere is a new high in the number of global stock markets hitting new highs. (entrylevel.topdowncharts.com)Small caps are having a moment. (allstarcharts.com)So are microcaps. (capitalspectator.com)StrategyThere are no members of the forecasting hall of fame. (betterletter.substack.com)Market leadership can change without the market breaking. (excessreturnspod.substack.com)There is one upside to illiquid investments. They prevent you from making rash decisions. (behaviouralinvestment.com)EconomyDecember CPI was in line, but grocery prices are still an issue. (axios.com)Eleven things weighing on consumer confidence. (larryswedroe.substack.com)Net migration was likely negative in 2025. (washingtonpost.com)Bill McBride of Calculated Risk is pulling back on economic coverage. (calculatedriskblog.com)Earlier on Abnormal ReturnsResearch links: earnings uncertainty. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: thinking about success.

Transcript: Ben Hunt, co-founder Perscient
Analysis

Transcript: Ben Hunt, co-founder Perscient

Market Expert  Jan 14, 2026

    The transcript from this week’s, MiB: Ben Hunt, co-founder Perscient, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~   Bloomberg Audio Studios, podcasts, radio News. This… Read More The post Transcript: Ben Hunt, co-founder Perscient appeared first on The Big Picture.

It’s Tariff Week! *
Analysis

It’s Tariff Week! *

Market Expert  Jan 13, 2026

* Hopefully…   This is likely the week the Supreme Court issues a ruling on the IEEPA tariffs in place since April 2025 (excluding the 90-day suspension, and other sundry modifications, revisions, pauses, exemptions, etc.). As I noted from the start, this is a deeply flawed policy of questionable legality that was implemented haphazardly (my… Read More The post It’s Tariff Week! * appeared first on The Big Picture.

Why the market is now more sensitive to the latest battle between Jerome Powell and President Trump
Stock

Why the market is now more sensitive to the latest battle between Jerome Powell and President Trump

Market Expert  Jan 12, 2026

Precious metal prices surge as conflict intensifies

U.S. stock futures sink after Powell accuses Trump of intimidation over DOJ probe
Stock

U.S. stock futures sink after Powell accuses Trump of intimidation over DOJ probe

Market Expert  Jan 12, 2026

With earnings season about to kick off, U.S. stock futures slipped Sunday, after the Dow and S&P 500 closed Friday at record highs.

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