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Commodities

Thursday links: the Bitcoin backlash

Market Expert Jul 25, 2026

MarketsCan the market absorb more IPOs? (marketwatch.com)Rising Treasury rates make for better competition for stocks. (tmcresearch.com)The stock market is calm on the surface, churning underneath. (axios.com)Prediction marketsIs Wall Street going to go all-in on prediction markets? (economist.com)Catherine Rampell and Justin Wolfers talk prediction markets. (youtube.com)The downsides of letting people bet on drug clinical trial outcomes. (abundanceandgrowth.org)Weight loss drugsEli Lilly ($LLY) is on track to file for approval for retatrutide. (biopharmadive.com)We don't have great data on the use of GLP-1 use with the elderly. (scientificamerican.com)Anhedonia seems to be a side-effect of GLP-1 use. (gizmodo.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Do you in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com)EnergyBrent is once again above $100 a barrel. (econbrowser.com)T

Commodities

Friday links: assessing your risk appetite

Market Expert Jul 25, 2026

ETFsMichael Batnick talks with James Seyffart of Bloomberg Intelligence about the explosion in leveraged ETFs. (youtube.com)More than half of new ETF launches in 2026 are single stock. (ft.com)Eric Balchunas and Joel Weber speak with James Seyffart and Baird Strategas ETF strategist Todd Sohn about the fears around leveraged ETs. (bloomberg.com)FinanceBuckle up. The SpaceX ($SPCX) IPO lockups are coming off. (morningstar.com)Florida's property insurance crisis seems to be easing. (insurancejournal.com)Software stands out as an issue for private credit funds. (morningstar.com)AppleApple's ($AAPL) ad experience sucks. (daringfireball.net)Joe Weisenthal and Tracy Alloway talk with Marc Gurman about what Apple ($AAPL) has coming down the pike. (podcasts.apple.com)GoogleGoogle ($GOOGL) owns roughly a 6% stake in SpaceX ($SPCX). (wsj.com)A look at the business of Google ($GOOGL) Cloud. (tomtunguz.com)OpenAIChatGPT Health is now live. (techcrunch.com)What would it take to make OpenAI profi

Analysis

Tariffs, Yet Again

Market Expert Jul 25, 2026

Overnight, the Trump Administration announced a new, massive set of tariffs, claiming authorization by Section 301 of the Trade Act of 1974. The full list of the 60 countries tariffs were levied on is at The Independant. These are as likely unlawful as the IEEPA tariffs were, but for different and more technical… Read More The post Tariffs, Yet Again appeared first on The Big Picture.

Analysis

Vanguard: The Costliest Mistakes Even Experienced Investors Make

Market Expert Jul 24, 2026

I have been fortunate to get to know Joe Davis, chief economist at investing giant Vanguard, over the years. He has been on MiB a few times, and I have referenced his research many times. I had been to the VG campus a few times before — once to interview Jack Bogle for… Read More The post Vanguard: The Costliest Mistakes Even Experienced Investors Make appeared first on The Big Picture.

Insurance

You Can’t Get Access to the Best Alternative Assets

Market Expert Jul 24, 2026

One of the services most frequently touted by private wealth managers is their ability to provide access to outstanding alternative assets like hedge funds. Unfortunately very few private wealth managers have access to the hedge funds that are worth the fees. Of course, that won’t stop them from promising you the best and delivering poor […] The post You Can’t Get Access to the Best Alternative Assets appeared first on Wealthfront Blog.

Lockheed Martin’s stock leaps as push to build more missiles faster pays off

Oil nears $100 a barrel after Houthis claim strikes on Saudi Arabian tankers

I want to transfer $17,000 in credit-card debt. Why did Wells Fargo offer me only a $4,000 credit limit?

T-Mobile earnings rise as customers pour into premium plans

Stock

The U.S. premium for SK Hynix is set to stay after Korean regulatory ruling

Market Expert Jul 23, 2026

The huge premium commanded by SK Hynix ‘s American depository receipts over its domestically-listed ordinary shares is likely to remain, after restrictions were put in place on the number of ADRs that can be created by converting local shares.

Stock

AI stocks are echoing a 1990s market split. JPMorgan warns the next few weeks are critical.

Market Expert Jul 23, 2026

The different price action between artificial-intelligence hyperscalers and chip and infrastructure stocks is a throwback to a setup in the late 1990s, argues JPMorgan.

My second husband and I have kids from previous relationships. Should my house go to him or my children if I die first?

Surging IPO activity is one of the four horsemen of a market bubble, according to this portfolio manager

‘It would feel like a burden’: My stepmother, 96, owns the house I grew up in. Is it wrong to tell her I don’t want to inherit it?

Personal finance links: buying back time

Commodities

Wednesday links: doing what’s next

Market Expert Jul 23, 2026

FinancePrivate equity is increasingly filled with stranded assets. (wsj.com)Single stock futures are getting a second life. (rcmalternatives.com)AutosHow disappointing are Tesla ($TSLA) Cybertruck sales? (bloomberg.com)Costco ($COST) is experimenting with stand alone gas stations. (wsj.com)Used EV prices are firming. (axios.com)Conflicts of interestDon Jr.'s 1789 Capital is on a hot streak. (nytimes.com)Where has Venezuela's oil revenue gone? (giftarticle.ft.com)Sending a donation to MAGA Inc. is now the go-to move for companies in trouble. (popular.info)IranIran retains its capacity to strike beyond its borders with missiles. (wsj.com)Now the Red Sea Strait is at risk from the Houthis. (cnbc.com)How the closing of the Strait of Hormuz is playing out in oil markets. (apollo.com)Why Iran keeps targeting Kuwait. (ft.com)Stay in touchDon't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Do you in wealth management? Sign up for our advisor-exclusive Talkin

Analysis

At The Money: Investing in Wheat

Market Expert Jul 23, 2026

At The Money: Investing in Wheat (July 22, 2026) Do you want to own a core food staple as a geopolitical hedge, an inflation offset, or simply as a diversifier? There’s an ETF for that! Full transcript below. ~~~ About this week’s guest: Sal Gilbertie began trading agricultural and energy commodities in 1982… Read More The post At The Money: Investing in Wheat appeared first on The Big Picture.