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Commodities

Monday links: a never-ending challenge

Market Expert Dec 24, 2025

FinanceRobo-advisors were going to takeover the world. That didn't happen. (downtownjoshbrown.com)Are weed stocks going to see a boost from Trump's move? (sherwood.news)Prediction marketsFanDuel Predicts is now live. (frontofficesports.com)Coinbase ($COIN) is buying prediction markets startup The Clearing Company. (theblock.co)AffordabilityThree line items define the affordability crisis: housing, health care, and child care. (theatlantic.com)How much do rising expectations play in the affordability crisis? (thezvi.substack.com)EconomyThe state of the economy going into 2026 via management quotes. (thetranscript.substack.com)The manufacturing sector continues to struggle. (econbrowser.com)10 economic questions for 2026 including 'How much will wages increase in 2026?' (calculatedriskblog.com)Earlier on Abnormal ReturnsAdviser links: a step backward. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on Abnormal Returns. (abnormalretur

Commodities

Tuesday links: eroding institutions

Market Expert Dec 24, 2025

MarketsMore signs of a risk-on market. (trendlabs.com)Five key investing themes from Warren Buffett's early letters including 'Good investment ideas are rare.' (morningstar.com)CryptoJP Morgan Chase ($JPM) is planning a push deeper into crypto. (axios.com)Now some digital asset treasuries are reversing course. (theblock.co)Binance is once again under scrutiny. (finance.yahoo.com)FinanceMarco Masotti, “Private equity firms don’t die. They wither over time.” (nytimes.com)Asset manager Janus Henderson ($JHG) is going private. (thinkadvisor.com)Of course prediction markets are gambling. (huddleup.substack.com)Real estateAs construction continues to shift toward data centers, real estate investors have to take note. (wsj.com)Data centers are buying up land that could be used for housing. (housingwire.com)Weight loss drugsThe FDA approved a daily pill version of Novo Nordisk's ($NVO) weight-loss drug Wegovy. (axios.com)A look at the gray market for unapproved weight loss drugs. (theatlantic.

Analysis

Transcript: Samantha McLemore, Patient Capital

Market Expert Dec 23, 2025

The transcript from this week’s MiB: Masters in Business: Samantha McLemore, Patient Capital, 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. ~~~ This is Masters in Business… Read More The post Transcript: Samantha McLemore, Patient Capital appeared first on The Big Picture.

Forex

Financial Advisor Marketing in 2026: Your AI-Powered Growth Blueprint

Market Expert Dec 23, 2025

The marketing landscape for financial advisors has fundamentally shifted. While 82% of prospects still research advisors online before making contact,* […] The post Financial Advisor Marketing in 2026: Your AI-Powered Growth Blueprint appeared first on FMG.

How this commodity trader is preparing for a second wave of inflation

‘I’m not looking to leave any money to the kids’: We’re in our 60s with $1.5 million in IRAs. Can we retire next year?

‘Springsteen’ star Jeremy Allen White on his favorite reality shows and obsession with real estate

Stock

The so-called ‘great debasement trade’ is back on as gold sets fresh record, says this strategist

Market Expert Dec 22, 2025

A rise in geopolitical tensions and the search for inflation hedges are fuelling the surge in precious metal prices

Stock

Clearwater Analytics went on a buying spree. Now it’s getting bought in an $8.4 billion deal.

Market Expert Dec 22, 2025

Clearwater Analytics over the weekend agreed to a buyout from private-equity firms, after the stock market failed to reward a string of acquisitions the fund management accounting software provider made.

‘I would like to give her a head start in life’: My house rose in value by $500K. Do I gift it to my daughter at a bargain price?

Stock

U.S. stock futures rise, gold and silver hit records as investors hold out hope for a Christmas rally

Market Expert Dec 22, 2025

U.S. stock futures gained Sunday, ahead of the holiday-shortened trading week and as investors cling to hopes of a “Santa Claus rally” still to come.

Commodities

Sunday links: intellectual depth

Market Expert Dec 22, 2025

Markets8 market lessons from 2025 including 'Stocks are spending less time in the S&P 500.' (tker.co)2025 put a nail in the coffin of the 'Bitcoin is digital gold' argument. (economist.com)CPG stocks no longer seem to act as a safe haven. (wsj.com)StrategyWant to get rich, concentrate? Want to get poor, concentrate. (awealthofcommonsense.com)Path dependence matters more than you realize. (thefinancialpen.substack.com)FinanceThe growth in retail investing has changed how institutional investors approach the market. (howardlindzon.com)BDCs are having a rough year with many trading well below NAV. (wsj.com)Why LPs don't typically sue GPs. (cashandcarried.substack.com)Deal makingThe TikTok deal solves nothing, and actually makes things worse. (wsj.com)Trump's 'peace deals' keep falling apart. (wapo.st)PardonsHow the Trump pardon machine operates. (giftarticle.ft.com)A visualization of the Trump pardon spree. (wsj.com)ImmigrationRoger Lowenstein, "The Trump Administration is racing to undo

Analysis

Valuation with Aswath Damodaran

Market Expert Dec 22, 2025

Aswath Damodaran is on sabbatical this academic year, and while he is away, the full versions of nearly all of his classes, with lectures, class material and tests/exams are accessible online. This is an incredible resource; when people discuss the impact of the internet, this is a perfect example. If you are a student who… Read More The post Valuation with Aswath Damodaran appeared first on The Big Picture.

Analysis

It’s A Google Problem

Market Expert Dec 22, 2025

So let’s say you want to buy a concert ticket. You search in Google and you see a multitude of offers. All from the secondary market, i.e. scalpers, i.e. brokers. And if it’s a superstar, you may have the ability to purchase a ticket to what is supposedly a sold out show. However,… Read More The post It’s A Google Problem appeared first on The Big Picture.