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Stock

Trump tried to give Powell one last shove out the door. Now he’s likely to stay at the Fed.

Market Expert Jan 17, 2026

Jerome Powell’s term as Federal Reserve chair ends in May — but he can choose to stay on as a Fed governor until 2028.

Commodities

Thursday links: a more absorbing life

Market Expert Jan 17, 2026

MarketsMaterials and energy are leading in 2026. (capitalspectator.com)Does it matter that the Mag 7 is undeperforming? (trendlabs.com)CompaniesNvidia ($NVDA) is in its third boom phase. (tomtunguz.com)Bitmine ($BMNR) is investing $200 in Beast Industries. (statnews.com)Prediction marketsKalshi and Polymarket are both working on parlay solutions. (ft.com)The two biggest prediction markets, Kalshi and Polymarket, have Don Jr. as an advisor. (nytimes.com)Health carePharma companies are on an acquisitions spree. (sherwood.news)Boston Scientific ($BSX) is buying Penumbra. (medtechdive.com)OpenAIA look at the value of all the AI companies founded by OpenAI alumni. (spyglass.org)A failure of OpenAI doesn't mean AI will have failed. (nytimes.com)AIWhy voice matters for AI. (spyglass.org)Why everyone is talking about Claude Code. (theatlantic.com)Morningstar ($MORN) has launched an index tracking late-stage pure-play GenAI companies. (wealthmanagement.com)Background checks are more important i

Podcast links: rebuilding infrastructure

Commodities

Friday links: a license to be creative

Market Expert Jan 17, 2026

Portfolio managementIf you had to pick only one variable, it would be earnings. (ritholtz.com)Total Portfolio Approach, explained. (morningstar.com)Reading is an investment superpower. (readtrung.com)StrategyMichael Saylor's superpower is storytelling. (nytimes.com)Strategy ($MSTR) keeps borrowing money and buying more Bitcoin. (sherwood.news)Active ETFsActive ETFs had a big 2025. (morningstar.com)JP Morgan Asset Management is the AUM leader in active ETFs. (bloomberg.com)AIWhy Google ($GOOGL) is unique in AI. (lesbarclays.substack.com)Energy isn't the only constraint on data center growth. (axios.com)Interest in Sora 2 has cooled. (sherwood.news)EconomyProtecting the independence of the Fed is everyone's responsibility, not just Jay Powell's. (stayathomemacro.substack.com)Nobody like rising property taxes, but that revenue would have to be replaced. (wsj.com)Earlier on Abnormal ReturnsPodcast links: rebuilding infrastructure. (abnormalreturns.com)What you missed in our Thursday linkfe

Analysis

Stocks, Bubbles & Market Myths

Market Expert Jan 17, 2026

Each quarter, I prepare a detailed deck and call for Ritholtz Wealth Management clients.1 I start with about 100 ideas and charts, then work them down to 30 charts in 30 minutes. (Shout out to Chart Kid Matt for his excellent assistance) Selecting lots of great charts is easy, but curating them into… Read More The post Stocks, Bubbles & Market Myths appeared first on The Big Picture.

Insurance

What We Shipped in the Second Half of 2025

Market Expert Jan 16, 2026

At Wealthfront, we’re always working to offer you more and better ways to build wealth on your own terms, and the second half of 2025 was no exception. Here’s a roundup of what we shipped in the last six months of 2025 (and the very beginning of 2026). We improved your investing experience, including adding […] The post What We Shipped in the Second Half of 2025 appeared first on Wealthfront Blog.

Stock

BlackRock assets surge to $14 trillion record as it looks to private markets

Market Expert Jan 15, 2026

The world’s biggest asset manager said on Thursday that the value of its assets under management (AUM) increased by a record $698 billion.

‘It all feels impossible’: I’m 57 and on disability. My boyfriend died of a heart attack. Do I buy a townhouse or a condo?

Stock

‘The house has quadrupled in value’: I bought a house with my brother. He never contributed. How do I remove him?

Market Expert Jan 15, 2026

“My brother lived with me for eight years, then left to live abroad, married and followed his dreams.”

Stock

TSMC breaks big revenue milestone in thumping fourth quarter, raises guidance on revenue and AI capex for 2026

Market Expert Jan 15, 2026

TSMC’s stock jumps 5% after announcing a stonking set of 4Q numbers that have positive implications the companies it supplies and those who supply it.

Stock

‘I’m considering driving Lyft part time’: I’m 58 with a $1 million home. Do I finally give up work and enjoy life?

Market Expert Jan 15, 2026

“One thought is for me to stop working at age 60, while my wife continues for two more years at her teaching job.”

Stock

Amy Schumer buys a Manhattan apartment for $6.25 million, then officially files for ‘amicable’ divorce from Chris Fischer

Market Expert Jan 15, 2026

Comedian Amy Schumer has officially filed for divorce from her husband, Chris Fischer, one month after she confirmed that the duo had split.

Stock

The financial elite aren’t worried about a stock-market bubble yet — but you can’t afford to be so complacent

Market Expert Jan 15, 2026

Investors know bull markets end, of course. But even the global leaders descending on Davos may underestimate the dangers.

Stock

Your wealth and investments are on the line if Trump torpedoes the Fed’s independence

Market Expert Jan 15, 2026

When politicians get involved with central-bank decisions, inflation, the dollar and the stock market all become less predictable.

Stock

‘I still have a mortgage’: I’m no longer confident that my costs will actually fall in retirement. What can I do?

Market Expert Jan 15, 2026

“I think my withdrawals from my 401(k) and IRA may need to be larger than my current take-home pay.”

Personal finance links: creating capital

Commodities

Wednesday links: the worst thing ever

Market Expert Jan 15, 2026

MarketsEven after 2025, large cap stocks still lead the way over the past 10 years. (awealthofcommonsense.com)The last time emerging markets led global markets, it was 2017. (novelinvestor.com)FinanceThe U.S. Treasury basis trade is big and growing. (ft.com)Newly public Wealthfront ($WLTH) has some issues. (riabiz.com)Prediction marketsWhy Kalshi and Polymarket still differ in the U.S. (ft.com)Is listing contracts on military actions a good idea? (bloomberg.com)IranIran may be crushing dissent, but it's financial problems remain. (wsj.com)The U.S. has little effective influence over Iran. (danieldrezner.substack.com)HousingThe housing market is slowly loosening up. (axios.com)Why so few LA area houses have been rebuilt from the fires. (grist.org)Why the costs of replacing a roof are going up, think immigration. (nytimes.com)Why do elevators cost so much more in the U.S.? (youtube.com)EconomyWorkers took their smallest share of GDP since 1947. (fortune.com)How grocery prices have chang

Trump tried to give Powell one last shove out the door. Now he’s likely to stay at the Fed.

Longform links: moral clarity

Thursday links: a more absorbing life

Podcast links: rebuilding infrastructure

Friday links: a license to be creative

Stocks, Bubbles & Market Myths

What We Shipped in the Second Half of 2025

BlackRock assets surge to $14 trillion record as it looks to private markets

‘It all feels impossible’: I’m 57 and on disability. My boyfriend died of a heart attack. Do I buy a townhouse or a condo?

‘The house has quadrupled in value’: I bought a house with my brother. He never contributed. How do I remove him?

TSMC breaks big revenue milestone in thumping fourth quarter, raises guidance on revenue and AI capex for 2026

‘I’m considering driving Lyft part time’: I’m 58 with a $1 million home. Do I finally give up work and enjoy life?

Amy Schumer buys a Manhattan apartment for $6.25 million, then officially files for ‘amicable’ divorce from Chris Fischer

The financial elite aren’t worried about a stock-market bubble yet — but you can’t afford to be so complacent

Your wealth and investments are on the line if Trump torpedoes the Fed’s independence

‘I still have a mortgage’: I’m no longer confident that my costs will actually fall in retirement. What can I do?

Personal finance links: creating capital

Wednesday links: the worst thing ever

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