The Broker's Hub

Easing the rift? King Charles invites Harry and Meghan to use his country estate.

My sister is buying our parents’ $3 million house, but wants to deduct $100K for renovations. Who’s right?

Stock

‘Falling apart in real time.’ Former star Fidelity manager warns on OpenAI, tells investors to shelter in these assets.

Market Expert Jan 21, 2026

Veteran money manager George Noble sees high risk in AI adjacent plays as OpenAI starts to fall apart. He has advice on where to shelter.

Stock

Bessent: Deutsche Bank CEO doesn’t stand by analyst report saying Europeans could dump Treasury securities

Market Expert Jan 21, 2026

Deutsche Bank CEO Christian Sewing was faced with a choice of defending one of his analysts or a key client — the U.S. Treasury Department.

Stock

This bitcoin evangelist says inflation is far exceeding official statistics — by tracking ribeye prices

Market Expert Jan 21, 2026

Forget the consumer price index — this bitcoin evangelist is tracking ribeye steak prices for what he thinks is a better measure of inflation.

Stock

Former ‘Real Housewives’ star Yolanda Hadid pulls historic $11 million farmhouse off the market

Market Expert Jan 21, 2026

Former “Real Housewives of Beverly Hills” star Yolanda Hadid has taken her $10.88 million Pennsylvania farm off the market, three months after she listed the “sanctuary” for sale.

Analysis

10 Wednesday AM Reads

Market Expert Jan 21, 2026

My mid-week morning train WFH reads: • The brunt of US tariffs — 96% — has been paid by US buyers: A Kiel Institute study found US tariffs are mostly paid by American importers and consumers. The study found foreign exporters paid only around 4% of the tariff cost. The research contradicts Trump’s messaging that… Read More The post 10 Wednesday AM Reads appeared first on The Big Picture.

Stock

Why this time is not different: The history of geopolitical turmoil finds they usually lead to stock-market gains.

Market Expert Jan 21, 2026

HSBC thinks the U.S. is close to the ‘danger zone’ but sees support from the Fed and from fourth-quarter earnings, suggesting the market is already technically oversold.

Stock

‘People are often unreasonable when money is involved’: My husband, 62, gave me a 5-year life estate. Would I have to pay for a new roof?

Market Expert Jan 21, 2026

“He has included a provision stating that I would be responsible for ‘maintenance and expenses’ during my occupancy.”

Stock

‘I’m simply exhausted’: I’m 55 and have $1.3 million for retirement. Can I retire next year?

Market Expert Jan 21, 2026

“I had a major health scare 4 years ago, and I’ve seen close friends die from cancer, heart disease, etc., way too soon.”

Commodities

Sunday links: gains in moderation

Market Expert Jan 21, 2026

MarketsJust because the media reports on something, doesn't mean its important. (tker.co)Everything went right for international stocks last year. (awealthofcommonsense.com)The market case for higher inflation. (trendlabs.com)StrategyPrices change before narratives do. (downtownjoshbrown.com)The long term is made up of a bunch of short terms. (rockandturner.substack.com)Trading is filled with what-ifs. (allstarcharts.com)ETFsDave Nadig, "In a world of 5,000 ETFs, provenance will matter." (etf.com)The more complex an ETF, the more skepticism required. (rogersplanning.blogspot.com)Just because someone creates an index, doesn't mean it's investable. (morningstar.com)These ETFs exclude Chinese stocks. (humbledollar.com)Prediction marketsTrading prediction markets is the new day trading. (npr.org)On the dangers of the media relying on prediction markets. (theatlantic.com)Insider trading is an issue for prediction markets. (wapo.st)Nevada is pushing back against prediction markets on sports.

Commodities

Tuesday links: a CEO’s job

Market Expert Jan 21, 2026

MarketsSmall caps are leading YTD. (stockmarketmedia.com)Japanese government yields continue to soar. (ft.com)StrategyWhy market timing is so difficult. (ofdollarsanddata.com)Five questions for Warren Buffett as he retires. (kingswell.io)CryptoBitmine ($BMNR) is buying more Ethereum. (theblock.co)What catalysts are left for Bitcoin? (sherwood.news)Strategy ($MSTR) is buying more Bitcoin. (theblock.co)Fund managementWhy Vanguard created two investment management groups out of one. (riabiz.com)How much the biggest hedge funds made for investors in 2025. (wsj.com)Movies'Zootopia 2' is now the highest grossing animated film in history. (variety.com)'Marty Supreme' is A24's highest grossing domestic movie. (variety.com)GlobalEurope owns a lot of U.S. assets. (ft.com)China's fertility rate hit a historic low. (wsj.com)Kiwis head to Australia for better opportunities and vibes. (nytimes.com)The U.S. pumps 20% of global oil production. (apolloacademy.com)TariffsA study finds that American cons

Analysis

“Intensity Is Overrated, Consistency is Underrated”

Market Expert Jan 21, 2026

Fascinating discussion by Shane Parrish on Peter D. Kaufman: “Peter has been the chairman and CEO of GlenAir since 1977. And he’s got a track record that puts him in the top 0.001% of business leaders during that time. He’s also the editor of Poor Charlie’s Almanack and was one of Charlie Munger’s… Read More The post “Intensity Is Overrated, Consistency is Underrated” appeared first on The Big Picture.

Analysis

10 MLK Day Reads

Market Expert Jan 21, 2026

My (somewhat relevant?) Martin Luther King Day reads: • New High of 45% in U.S. Identify as Political Independents: More independents lean Democratic than Republican, giving Democrats edge in party affiliation for first time since 2021. (Gallup) • Why are federal agents gunning down Americans in the streets? The shooting of Renee Good, like all… Read More The post 10 MLK Day Reads appeared first on The Big Picture.

Analysis

Why Smart Investors Still Lose Money

Market Expert Jan 21, 2026

I really enjoyed sitting down with Paula Pant to discuss HNTI: “Why do smart, well intentioned investors still make costly mistakes? In this episode, I sit down with Barry Ritholtz to explore why investing success has less to do with intelligence and more to do with behavior. Barry explains how bad ideas, bad… Read More The post Why Smart Investors Still Lose Money appeared first on The Big Picture.

Analysis

Transcript: Richard Thaler and Alex Imas on The Winner’s Curse

Market Expert Jan 21, 2026

The transcript from this week’s MiB: Richard Thaler and Alex Imas on The Winner’s Curse, 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,… Read More The post Transcript: Richard Thaler and Alex Imas on The Winner’s Curse appeared first on The Big Picture.

Easing the rift? King Charles invites Harry and Meghan to use his country estate.

My sister is buying our parents’ $3 million house, but wants to deduct $100K for renovations. Who’s right?

‘Falling apart in real time.’ Former star Fidelity manager warns on OpenAI, tells investors to shelter in these assets.

Bessent: Deutsche Bank CEO doesn’t stand by analyst report saying Europeans could dump Treasury securities

This bitcoin evangelist says inflation is far exceeding official statistics — by tracking ribeye prices

Former ‘Real Housewives’ star Yolanda Hadid pulls historic $11 million farmhouse off the market

10 Wednesday AM Reads

Why this time is not different: The history of geopolitical turmoil finds they usually lead to stock-market gains.

‘People are often unreasonable when money is involved’: My husband, 62, gave me a 5-year life estate. Would I have to pay for a new roof?

‘I’m simply exhausted’: I’m 55 and have $1.3 million for retirement. Can I retire next year?

Sunday links: gains in moderation

Adviser links: winning in wealthtech

Research links: an unknowable future

Tuesday links: a CEO’s job

“Intensity Is Overrated, Consistency is Underrated”

10 MLK Day Reads

Why Smart Investors Still Lose Money

Transcript: Richard Thaler and Alex Imas on The Winner’s Curse

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