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Stock

This little-known energy company’s stock is rallying as Trump invokes 1950 powers for offshore California drilling

Market Expert Mar 14, 2026

Trump’s executive order opens the door for Sable Offshore’s production in Southern California.

‘I’m experiencing issues with arthritis’: I’m 68 with $3 million saved. Why am I not ready for a life of leisure?

Stock

Kevin Warsh’s Fed confirmation faces new delay, key senator says. Here’s why.

Market Expert Mar 14, 2026

A key U.S. senator warned that Kevin Warsh’s confirmation as the next head of the Federal Reserve faces a fresh delay amid a legal setback to the Justice Department’s criminal investigation into current Fed Chair Jerome Powell.

Commodities

Friday links: real economic benefits

Market Expert Mar 14, 2026

Retail tradingFive minute bets on crypto? Sure, why not? (ft.com)Are retail traders finally pulling back? (sherwood.news)FinanceNasdaq ($NDAQ) is bending over backwards to accommodate SpaceX. (wsj.com)SPVs are booming. Not all of them have clear title to the stock they are selling. (bloomberg.com)Wealthfront ($WLTH) is seeing outflows from its cash management business. (riabiz.com)The structured note business keeps growing. (citywire.com)AIIf the Department of Defense can blacklist Anthropic then no company is safe. (wsj.com)A political backlash against AI was brewing, the Iran war just backburnered it. (riskgaming.com)There's a lot more to replacing labor than just automating tasks. (davidoks.blog)GLP-1sHow the market for GLP-1s has evolved. (wapo.st)Not everyone responds well to GLP-1s. (nytimes.com)Eli Lilly ($LLY) warns about GLP-1 knockoffs. (biopharmadive.com)Art marketArt auctions saw a boost in sales last year. (barrons.com)David Gilmour's 'Black Strat' just sold for a recor

Shoppers seeking a tariff refund from retailers are likely out of luck

‘I have no savings’: I’m inheriting $400,000. I’m 64 with $900 in Social Security. What should I do?

The S&P 500 just broke a major support. Another 10% decline is likely.

Why Adobe’s stock is falling despite an earnings beat

A key gauge of inflation expectations just logged its highest reading in almost 4 years

Stock

Trump is scrambling to quell the rise of $100 oil. But the market keeps circling one answer.

Market Expert Mar 13, 2026

Other efforts to coax oil down prices — now at $100 a barrel — are like putting a Band-Aid on a shotgun wound, says analyst

Stock

A toxic mix of private-credit panic and climbing bond yields is hammering financial stocks

Market Expert Mar 13, 2026

A toxic brew of climbing bond yields and a broadening panic about the stability of private-credit lenders has helped push the S&P 500 financial services sector to its lowest level since May.

Stock

Ulta Beauty says it’s ‘increasingly mindful’ of effects that global conflicts have on shoppers, as profit forecast sinks stock

Market Expert Mar 13, 2026

Shares of Ulta Beauty slid after hours on Thursday after the cosmetics retailer forecast a profit and same-store sales for this year that were below Wall Street’s estimates, adding that it expects more selective consumer spending and that it was “increasingly mindful” of conflicts abroad.

Personal finance links: addressing both things

Commodities

Wednesday links: highly skewed information

Market Expert Mar 13, 2026

Private assetsJP Morgan Chase ($JPM) is reportedly tightening lending standards. (barrons.com)The Cliffwater Corporate Lending fund has experienced notable redemption requests. (citywire.com)Why the investment industry is hell-bent on pushing alternative assets into TDFs and individual invesrtor portfolios. (thealtview.substack.com)Asset managers are now trying to push private assets on European individual investors. (ft.com)IndicesWhy Nasdaq ($NDAQ) is planning to cave to Elon. (keubiko.substack.com)What happened to the Wilshire Indices business? (ft.com)AIOpenAI is rapidly bundling and unbundling features. (spyglass.org)Can AI predict human behavior better than humans? (wsj.com)How LLMs could change public discourse. (conspicuouscognition.com)AppleThe MacBook Neo is a real Mac. (sixcolors.com)The MacBook Neo is 'enough' for the vast majority of people. (om.co)John Gruber, "The Neo is a mass-market device that was conceived of, designed, and engineered to expand the Mac user base to

Analysis

At The Money: Pursuing Alpha through Exchange-Traded Funds

Market Expert Mar 13, 2026

At The Money: Finding Alpha via Unique ETF Strategies (March 12, 2026) If you want market performance (beta), you buy broad index funds. But what if you want to use a portion of your portfolio to try to beat the market (alpha)? One option is to pursue alpha via quantitative ETFs. Full… Read More The post At The Money: Pursuing Alpha through Exchange-Traded Funds appeared first on The Big Picture.

Commodities

Thursday links: short-run market fun

Market Expert Mar 13, 2026

CompaniesApple ($AAPL) now makes about 25% of iPhones in India. (asymco.com)The LiveNation ($LYV) deal will do nothing to bring down ticket prices. (boondoggle.substack.com)Why are people so freaked out about institutional ownership of single family homes? (marginalrevolution.com)Private assetsInsurance companies have a lot of private credit exposure. (philbak.substack.com)2028 will see a lot of lower-grade software debt mature. (apolloacademy.com)Are target date and 401(k) managers going to scared off from adding private asset exposure? (fa-mag.com)The investment industry has overhyped the case for private assets. (thealtview.substack.com)AIWill AI turn out to be a good bubble or a bad bubble? (theatlantic.com)Why AI may never be cheaper that it is right now. (axios.com)The best Go players now mimic AI moves. (technologyreview.com)IranCharles Edward Gehrke, "The system that governs international shipping is, at its foundation, voluntary." (theconversation.com)How the U.S. came to stri