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Stock

Moderna’s personalized mRNA shot could reshape the fight against skin cancer — but it may also be overhyped

Market Expert Aug 21, 2026

Doctors and patients are excited about the possible breakthrough, but some analysts believe there’s too much hype.

Stock

Neocloud stocks like CoreWeave are having a moment — and time’s running out to cash in

Market Expert Aug 21, 2026

The neoclouds are destined to be “cyclical leasing companies,” according to BCA analyst Noah Weisberger, which implies low valuations for the stocks.

‘There is considerable tension’: My grandmother, 99, wants to cut my mother out of her will. Should I intervene?

Personal finance links: following your own rules

Commodities

Wednesday links: shrinkflation and skimpflation

Market Expert Aug 21, 2026

MarketsA look at the state of the bull market. (spilledcoffee.co)A look at return dispersion in the components of the S&P 500. (axios.com)AIRecent hacks show AI companies don't have a great handle on things. (ft.com)Where small language models (SLMs) can substitute for LLMs. (klementoninvesting.substack.com)Patrick O'Shaughnessy talks with Ben Thompson about the binding constraints on the AI buildout. (podcasts.apple.com)Hyperscalers are betting big on natural gas. (techcrunch.com)AppleHow Apple ($AAPL) 'AirPods Vision' could work. (spyglass.org)The Apple ($AAPL) Vision Pro as surgery assistant. (asymco.com)PharmaA Moderna ($MRNA) and Merck ($MRK) mRNA melanoma vaccine proved efficacious. (wsj.com)Eli Lilly ($LLY) is taking cues from Silicon Valley. (economist.com)Why pharmaceutical price inflation is negative. (axios.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Work in wealth management? Sign up for our exclusive Talking Wealth

Longform links: the difference between work and play

Commodities

Thursday links: why markets crash

Market Expert Aug 21, 2026

MarketsBear markets are the price of admission for investors. (awealthofcommonsense.com)Don't let your stock picking become your identity. (investmenttalk.co)How to avoid blowing up your account. (novelinvestor.com)FinanceMore evidence that members of the military traded on prediction markets. (reuters.com)Hudson River Trading cleaned up in July while Jane Street experienced big losses. (ft.com)Big TechMeta ($META) is one of Microsoft ($MSFT) Azure's biggest customers. (bloomberg.com)Warehouses are a perfect place for robots. (wsj.com)The 'Amazon tax' is real and substantial. (seths.blog)RestaurantsThe burger wars are back with Burger King revamping the Whopper. (wsj.com)Do restaurant patrons still want to crack their own crabs? (slate.com)This app helps QSRs avoid missed shifts. (npr.org)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.c

Analysis

How Wealth Is Created in America

Market Expert Aug 20, 2026

Recent claims of the “Closing of the K” are wishful thinking. I have a longish piece on this that I plan to cut down to a manageable size soon. But before we can intelligently discuss “K” or “C” or “E,” we need to understand the two arms of the K. In particular, what is… Read More The post How Wealth Is Created in America appeared first on The Big Picture.

Analysis

Working With ‘Misengaged Couples’: Ways To Engage Both Parties In Planning Conversations

Market Expert Aug 20, 2026

When advisors work with couples, the goal is to make both parties feel seen and heard. Yet while many advisors aim to include both clients, this is often easier said than done. One client may be very engaged in the financial planning relationship, and the other may be less enthused by the prospect of meetingRead More... The post Working With ‘Misengaged Couples’: Ways To Engage Both Parties In Planning Conversations first appeared on Kitces.com. Click the icon below to listen.

Analysis

Helping Clients Align Their Capital To What’s REALLY Important When They Don’t Know What Is: Kitces & Carl 197

Market Expert Aug 20, 2026

The value of financial planning often stems from helping clients realize their goals… both in the literal financial sense of managing cashflow and in the figurative sense of determining what those goals actually are. The former is often 'just' a question of good planning, but the latter takes continual time and investigation. Aspirations like owningRead More... The post Helping Clients Align Their Capital To What’s REALLY Important When They Don’t Know What Is: Kitces & Carl 197 first appeared on Kitces.com.