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Analysis

Good Quarterly Earnings Behavior

Market Expert May 16, 2026

The SEC has proposed allowing companies to move to semiannual earnings reporting. On Monday, we discussed why eliminating quarterly earnings as a basic premise was a bad idea: it reduces transparency, increases volatility, and is likely to create a surge in insider trading, all while accomplishing little to move us away from the… Read More The post Good Quarterly Earnings Behavior appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (May 16-17)

Market Expert May 16, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study indicates that amidst various 'challenges', financial advisor pricing power remains strong, with advisors charging on a retainer or subscription basis seeing particularly large fee increases during the past three years. Nonetheless, theRead More... The post Weekend Reading For Financial Planners (May 16-17) first appeared on Kitces.com.

The U.S. dollar has barely budged this year — but that could be about to change

Container shipping routes are shifting due to the Iran war — prices of goods could go higher.

My husband took out a $100,000 Parent PLUS loan for his daughter. She dropped out. Should we refinance?

The bond market is already hiking rates as Kevin Warsh takes over as Fed’s new chair

‘I experienced many years of poverty’: I don’t judge other people. Why do wealthy retirees look down on others?

Nvidia earnings alone won’t rescue the S&P 500 from its new sell signal

Longform links: descriptive representation

Stock

The ‘Munificent 7’: Why energy stocks are the best way to play the AI build-out, says former Goldman strategist

Market Expert May 15, 2026

The commodity complex is in a structural bull market, and capital should be flowing away from the companies desperate for commodities and towards those who have them, argues Jeff Currie.

Stock

The stock market surge has delivered a rare signal. Here’s what history suggests happens next, says Goldman Sachs

Market Expert May 15, 2026

Momentum and risk appetite are ascendant, but that may be a problem, say Goldman Sachs strategists.

Commodities

Thursday links: messy people run businesses too

Market Expert May 15, 2026

StrategyWhy stocks can fall for no obvious reason. (morningstar.com)Your choice of language, and graphs, greatly affect how you think about investing. (portfoliocharts.com)Tim Harford, "Betting on the future can protect us from risk, and it can make us smarter about risk too. But it can also corrode and corrupt." (timharford.com)Charles SchwabCharles Schwab ($SCHW) has launched spot Bitcoin and Ethereum trading to select retail clients. (theblock.co)How Charles Schwab ($SCHW) plans to use AI to service clients. (wealthmanagement.com)IPOsThe IPO pop is back. Cerebras ($CRBS) opens at a big premium. (cnbc.com)Index rule changes show we live in a new world. (axios.com)Barry Ritholtz talks with Dave Nadig about the SpaceX IPO and its effect on market indices. (ritholtz.com)FinanceThere is a bull market in space-themed ETFs. (etf.com)When do BDCs becoming 'screaming bargains'? (institutionalinvestor.com)How real is the NYC-to-Miami finance exodus? (ft.com)The SDNY is essentially giving wh

Analysis

Hedge Fund & Alternative Manager Forum 2026

Market Expert May 15, 2026

I am hosting a few panels today at the Bloomberg Hedge Fund & Alternative Emerging Manager Forum. We just did a version of this in San Francisco last month — these are always fascinating and informative. What makes these events so special is the Bloomberg special sauce — they have all the data… Read More The post Hedge Fund & Alternative Manager Forum 2026 appeared first on The Big Picture.

Analysis

The Advisor Talent Shortage: Will AI Solve… Or Exacerbate It?: Kitces & Carl 190

Market Expert May 15, 2026

Roles in the financial planning profession have always been molded in dialogue with the technology available; with each generation comes the expansion and compression of different opportunities. Today, much of the enthusiasm around artificial intelligence (AI) centers on its ability to automate non-client-facing work, theoretically enabling advisors to spend a greater percentage of their timeRead More... The post The Advisor Talent Shortage: Will AI Solve… Or Exacerbate It?: Kitces & Carl 190 first appeared on Kitces.com.

Forex

The Market Observatory: Earnings Strength Vs. Inflation Risk [Video]

Market Expert May 14, 2026

Will the strength of corporate earnings outweigh the inflation risk? In the latest episode of the Market Observatory, Chris Fasciano and Sam Millette break down what investors should be watching as we look ahead.

‘He is retired’: Should my husband take his Social Security at 62 and invest it?

April’s inflation spike leaves Warsh and the Fed zero excuses not to raise rates

Stock

Cerebras’s massive IPO will be a fresh test of investor excitement for AI infrastructure

Market Expert May 14, 2026

Late Wednesday, the company priced its IPO at $185 a share, far above the top of its previously announced range of $150-$160.

Good Quarterly Earnings Behavior

Weekend Reading For Financial Planners (May 16-17)

The U.S. dollar has barely budged this year — but that could be about to change

Container shipping routes are shifting due to the Iran war — prices of goods could go higher.

My husband took out a $100,000 Parent PLUS loan for his daughter. She dropped out. Should we refinance?

The bond market is already hiking rates as Kevin Warsh takes over as Fed’s new chair

‘I experienced many years of poverty’: I don’t judge other people. Why do wealthy retirees look down on others?

Nvidia earnings alone won’t rescue the S&P 500 from its new sell signal

Longform links: descriptive representation

The ‘Munificent 7’: Why energy stocks are the best way to play the AI build-out, says former Goldman strategist

The stock market surge has delivered a rare signal. Here’s what history suggests happens next, says Goldman Sachs

Thursday links: messy people run businesses too

Hedge Fund & Alternative Manager Forum 2026

The Advisor Talent Shortage: Will AI Solve… Or Exacerbate It?: Kitces & Carl 190

The Market Observatory: Earnings Strength Vs. Inflation Risk [Video]

‘He is retired’: Should my husband take his Social Security at 62 and invest it?

April’s inflation spike leaves Warsh and the Fed zero excuses not to raise rates

Cerebras’s massive IPO will be a fresh test of investor excitement for AI infrastructure

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