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Analysis

Transcript: Howard Lindzon, Social Leverage

Market Expert May 11, 2026

The transcript from this week’s MiB Howard Lindzon, Social Leverage, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Masters in Business… Read More The post Transcript: Howard Lindzon, Social Leverage appeared first on The Big Picture.

Commodities

Sunday links: a rich and deep portfolio

Market Expert May 11, 2026

MarketsThe top 10 companies in the S&P 500 generate over a third of its earnings. (apollo.com)Have you checked out China's stock market recently? (trendlabs.com)UK stocks are having a moment. (global.morningstar.com)StrategyNobody actually earns 'average' returns. (tker.co)Successful investing is a trade off between 'cynicism and naive exuberance.' (contessacapitaladvisors.com)Why hedge fund managers are so often bearish in public. (awealthofcommonsense.com)Fund managementHow securities lending helps ETF investors. (etf.com)Zero management fee hedge funds sound good, in theory. (cashandcarried.substack.com)How is Vanguard Investor Choice working out? (riabiz.com)Prediction marketsFanDuel and DraftKings are pushing further into prediction markets. (frontofficesports.com)What to make of the pause on prediction market ETFs. (cnbc.com)CompaniesHow did AST SpaceMobile ($ASTS) garner a $25 billion valuation? (bloomberg.com)Google's ($GOOGL) free cash flow could fall to zero next year. (as

Analysis

MiB: Howard Lindzon, Social Leverage

Market Expert May 10, 2026

This week, I speak with Howard Lindzon, co-founder and CEO of StockTwits, and founder and managing partner at Social Leverage. His podcast is podcast is Panic with Friends. We discuss his outlook for venture capital investing, including what he sees as potentially profitable from human behavior. Our original recording in April was… Read More The post MiB: Howard Lindzon, Social Leverage appeared first on The Big Picture.

I’m giving $10,000 to my stepchildren. My wife warned me against gifts of equal value for my nephews. Is that fair?

Lumentum’s fiery stock rally earns it a spot in this hot index

Dunkin’ is making its return to the stock market — with a new twist

AMD, Micron shares surge on a big day for chip-sector outperformance

Commodities

Friday links: performance-chasing behavior

Market Expert May 9, 2026

StrategyIs the U.S. stock market now just a big bet on AI? (marginalrevolution.com)The problem with diversification: the worst performing asset classes bounce back when you least expect it. (rcmalternatives.com)Pundits love to cite rising national debt as a harbinger of doom. (awealthofcommonsense.com)What to look for in a market bubble. (wsj.com)FinanceThis ETF issuer just launched 34 funds in a single day. (etf.com)Are AI traders going to take over markets? (paulkedrosky.com)Rare Earth Americas ($REA) just went public. (semafor.com)AIThe circular AI economy is only getting more circular. (morningstar.com)The combined free cash flow of the four “hyperscalers” — Amazon, Alphabet, Microsoft and Meta has largely disappeared. (ft.com)It's hard to argue that Meta's ($META) products are getting better over time. (futurism.com)College sportsThe NCAA 'fixes' what isn't broken: March Madness. (npr.org)Colleges are increasingly trying to fire coaches 'for cause.' (nytimes.com)My Jumbotron is b

I was a slave to credit-card debt, then I got laid off and turned my life around. Here’s how I did it.

‘It saved my relationship with my mom.’ These money managers may help if you’re feeling overwhelmed helping your parents pay their bills.

Stock

Gold has climbed back above a key trend line. Are more gains on the way?

Market Expert May 9, 2026

Gold broke above an important short-term technical level on Friday — a sign that the precious metal may be starting to regain momentum after a sluggish stretch since the start of the Iran conflict.

No do-overs: How one extra dollar on your Roth conversion triggers a tax bill you won’t see coming

Ageism is corporate self-sabotage — America’s ‘brain drain’ is costing shareholders billions

Analysis

ATM: Focusing on Growth (Not Market Cap)

Market Expert May 9, 2026

At The Money: Focusing on Growth (Not Market Cap) with Rob Arnott, RAFI (May 7, 2026) Indexes are weighted by their size, primarily market cap. Research Affiliates’ latest index focuses on Growth, rejiggering these indexes based on how fast companies are growing. Full transcript below. ~~~ About this week’s guest: Rob Arnott… Read More The post ATM: Focusing on Growth (Not Market Cap) appeared first on The Big Picture.

Analysis

HNTI: Nobody Knows Anything, The Beatles edition

Market Expert May 9, 2026

The paperback of “How NOT to Invest” drops this week; to celebrate, this whole week I am running various stories and excerpts about the book. This short, Beatles-related excerpt from the book was one of my favorite chapters to write… Enjoy! Is there any greater gap between “Expert Opinion” and subsequent history… Read More The post HNTI: Nobody Knows Anything, The Beatles edition appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (May 9-10)

Market Expert May 9, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a study from the American College of Financial Services finds that advisors with advanced expertise in areas such as tax and retirement income planning tend to serve more wealthy clients than those with less advancedRead More... The post Weekend Reading For Financial Planners (May 9-10) first appeared on Kitces.com.