The Broker's Hub

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

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

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.

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.

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.

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.

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.

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.

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

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.

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.

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

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.

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

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

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

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

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

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

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

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

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

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

Adviser links: thinking about success

Monday links: counting your blessings

Research links: earnings uncertainty

Tuesday links: assiduous avoidance

Transcript: Ben Hunt, co-founder Perscient

It’s Tariff Week! *

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

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

Random Posts

Amazon’s ‘Melania’ documentary is opening in 2,000 thea...

Research links: Bitcoin myths

Netflix reportedly looking to solidify its bid for Warn...

Bitcoin rises after brutal week of selling

Clorox to buy Purell maker for more than $2 billion, ey...

Popular Tags

Why the S&P 500 still can’t manage to close above 7,000

Ford’s rosier outlook for the year is reason for optimi...

Mattel’s stock sinks as weak earnings reveal a tale of ...

Social Media

The Broker's Hub

Popular Posts

Random Posts

Popular Tags