Login  Register

The Broker's Hub

Podcast links: rebuilding infrastructure
Commodities

Podcast links: rebuilding infrastructure

Market Expert  Jan 17, 2026

Fridays are all about podcast links here at Abnormal Returns. You can also check out last week’s links including a look at...

Friday links: a license to be creative
Commodities

Friday links: a license to be creative

Market Expert  Jan 17, 2026

Portfolio managementIf you had to pick only one variable, it would be earnings. (ritholtz.com)Total Portfolio Approach, explained. (morningstar.com)Reading is an investment superpower. (readtrung.com)StrategyMichael Saylor's superpower is storytelling. (nytimes.com)Strategy ($MSTR) keeps borrowing money and buying more Bitcoin. (sherwood.news)Active ETFsActive ETFs had a big 2025. (morningstar.com)JP Morgan Asset Management is the AUM leader in active ETFs. (bloomberg.com)AIWhy Google ($GOOGL) is unique in AI. (lesbarclays.substack.com)Energy isn't the only constraint on data center growth. (axios.com)Interest in Sora 2 has cooled. (sherwood.news)EconomyProtecting the independence of the Fed is everyone's responsibility, not just Jay Powell's. (stayathomemacro.substack.com)Nobody like rising property taxes, but that revenue would have to be replaced. (wsj.com)Earlier on Abnormal ReturnsPodcast links: rebuilding infrastructure. (abnormalreturns.com)What you missed in our Thursday linkfe

Stocks, Bubbles & Market Myths
Analysis

Stocks, Bubbles & Market Myths

Market Expert  Jan 17, 2026

    Each quarter, I prepare a detailed deck and call for Ritholtz Wealth Management clients.1 I start with about 100 ideas and charts, then work them down to 30 charts in 30 minutes. (Shout out to Chart Kid Matt for his excellent assistance) Selecting lots of great charts is easy, but curating them into… Read More The post Stocks, Bubbles & Market Myths appeared first on The Big Picture.

What We Shipped in the Second Half of 2025
Insurance

What We Shipped in the Second Half of 2025

Market Expert  Jan 16, 2026

At Wealthfront, we’re always working to offer you more and better ways to build wealth on your own terms, and the second half of 2025 was no exception. Here’s a roundup of what we shipped in the last six months of 2025 (and the very beginning of 2026). We improved your investing experience, including adding […] The post What We Shipped in the Second Half of 2025 appeared first on Wealthfront Blog.

BlackRock assets surge to $14 trillion record as it looks to private markets
Stock

BlackRock assets surge to $14 trillion record as it looks to private markets

Market Expert  Jan 15, 2026

The world’s biggest asset manager said on Thursday that the value of its assets under management (AUM) increased by a record $698 billion.

‘It all feels impossible’: I’m 57 and on disability. My boyfriend died of a heart attack. Do I buy a townhouse or a condo?
Stock

‘It all feels impossible’: I’m 57 and on disability. My boyfriend died of a heart attack. Do I buy a townhouse or a condo?

Market Expert  Jan 15, 2026

“I can afford a $175,000 cash purchase.”

‘The house has quadrupled in value’: I bought a house with my brother. He never contributed. How do I remove him?
Stock

‘The house has quadrupled in value’: I bought a house with my brother. He never contributed. How do I remove him?

Market Expert  Jan 15, 2026

“My brother lived with me for eight years, then left to live abroad, married and followed his dreams.”

TSMC breaks big revenue milestone in thumping fourth quarter, raises guidance on revenue and AI capex for 2026
Stock

TSMC breaks big revenue milestone in thumping fourth quarter, raises guidance on revenue and AI capex for 2026

Market Expert  Jan 15, 2026

TSMC’s stock jumps 5% after announcing a stonking set of 4Q numbers that have positive implications the companies it supplies and those who supply it.

‘I’m considering driving Lyft part time’: I’m 58 with a $1 million home. Do I finally give up work and enjoy life?
Stock

‘I’m considering driving Lyft part time’: I’m 58 with a $1 million home. Do I finally give up work and enjoy life?

Market Expert  Jan 15, 2026

“One thought is for me to stop working at age 60, while my wife continues for two more years at her teaching job.”

Amy Schumer buys a Manhattan apartment for $6.25 million, then officially files for ‘amicable’ divorce from Chris Fischer
Stock

Amy Schumer buys a Manhattan apartment for $6.25 million, then officially files for ‘amicable’ divorce from Chris Fischer

Market Expert  Jan 15, 2026

Comedian Amy Schumer has officially filed for divorce from her husband, Chris Fischer, one month after she confirmed that the duo had split.

The financial elite aren’t worried about a stock-market bubble yet — but you can’t afford to be so complacent
Stock

The financial elite aren’t worried about a stock-market bubble yet — but you can’t afford to be so complacent

Market Expert  Jan 15, 2026

Investors know bull markets end, of course. But even the global leaders descending on Davos may underestimate the dangers.

Your wealth and investments are on the line if Trump torpedoes the Fed’s independence
Stock

Your wealth and investments are on the line if Trump torpedoes the Fed’s independence

Market Expert  Jan 15, 2026

When politicians get involved with central-bank decisions, inflation, the dollar and the stock market all become less predictable.

‘I still have a mortgage’: I’m no longer confident that my costs will actually fall in retirement. What can I do?
Stock

‘I still have a mortgage’: I’m no longer confident that my costs will actually fall in retirement. What can I do?

Market Expert  Jan 15, 2026

“I think my withdrawals from my 401(k) and IRA may need to be larger than my current take-home pay.”

Personal finance links: creating capital
Commodities

Personal finance links: creating capital

Market Expert  Jan 15, 2026

Wednesdays are all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at how...

Wednesday links: the worst thing ever
Commodities

Wednesday links: the worst thing ever

Market Expert  Jan 15, 2026

MarketsEven after 2025, large cap stocks still lead the way over the past 10 years. (awealthofcommonsense.com)The last time emerging markets led global markets, it was 2017. (novelinvestor.com)FinanceThe U.S. Treasury basis trade is big and growing. (ft.com)Newly public Wealthfront ($WLTH) has some issues. (riabiz.com)Prediction marketsWhy Kalshi and Polymarket still differ in the U.S. (ft.com)Is listing contracts on military actions a good idea? (bloomberg.com)IranIran may be crushing dissent, but it's financial problems remain. (wsj.com)The U.S. has little effective influence over Iran. (danieldrezner.substack.com)HousingThe housing market is slowly loosening up. (axios.com)Why so few LA area houses have been rebuilt from the fires. (grist.org)Why the costs of replacing a roof are going up, think immigration. (nytimes.com)Why do elevators cost so much more in the U.S.? (youtube.com)EconomyWorkers took their smallest share of GDP since 1947. (fortune.com)How grocery prices have chang

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

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

Market Expert  Jan 14, 2026

Cost of living rose in December, and these households are feeling the pinch

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

Popular Posts

Why Michigan’s Sherrone Moore probably won’t get paid the millions left on his contract — unlike other recently fired college football coaches

Why Michigan’s Sherrone Moore probably won’t get paid t...

Market Expert  Dec 12, 2025
Howard Marks of Oaktree makes 180-degree turn on AI after Claude tutorial. Here’s how he suggests investors approach it.

Howard Marks of Oaktree makes 180-degree turn on AI aft...

Market Expert  Feb 27, 2026
Rodney Darnell Benjamin

Rodney Darnell Benjamin

Market Expert  Aug 4, 2025
Most of us make assumptions about growth and value stocks. Here’s what we get wrong.

Most of us make assumptions about growth and value stoc...

Market Expert  Jan 31, 2026
Mortgage rates have fallen under Trump. Here’s what that really means for home buyers.

Mortgage rates have fallen under Trump. Here’s what tha...

Market Expert  Dec 12, 2025

Random Posts

Popular Tags