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There’s never been a semiconductor rally like this one — and that’s triggering a number of warnings

I’m 56. My home has $400,000 in equity. If I lose my job, should I do a reverse mortgage?

The ‘simple math’ reason oil prices need to rise a lot more, according to JPMorgan

How SaaSpocalypse fears actually bolstered SAP profits by over $150 million

Stock

Gas prices matter for households. But here’s why they still look too low for Trump to give in to Iran right now.

Market Expert Apr 24, 2026

President Donald Trump doesn’t seem to be bending despite signs that U.S. oil and fuel prices could stay higher for longer than expected.

‘AI genuinely freaks me out’: Do I leave my $150,000 job for a $215,000 role in data analytics — with a 50-minute commute?

Stock

‘My child will need lifelong support’: I’m in my 40s with a $330,000 inherited retirement account. How can I grow it?

Market Expert Apr 24, 2026

“The portfolio has grown, but I can’t help feeling that it hasn’t grown as much as it could have.”

Commodities

Thursday links: American sadness

Market Expert Apr 24, 2026

ETFsThe Roundhill Memory ETF ($DRAM) has quickly garnered more than $1 billion in AUM. (wsj.com)Eric Balchunas and Joel Weber talk with Bloomberg Intelligence semiconductor analyst Jake Silverman about the growth in $DRAM. (bloomberg.com)Prediction marketsKalshi penalized three US congressional candidates for wagering on own campaigns. (cnbc.com)Research shows traders systematically overbid YES markets. (papers.ssrn.com)AITen things that matter in AI right now including 'weaponized deepfakes.' (technologyreview.com)How AI use tamps down on brain activity. (paulkedrosky.com)Can AI spot counterfeited art? (smithsonianmag.com)CompaniesAnthropic is booming, but issues are popping up. (axios.com)Power suppliers like GE Vernova ($GEV) are seeing big jumps in backlogs. (sherwood.news)Google ($GOOGL) has been quiet on the AI front of late. (semafor.com)Software stocks are all trading together. (sherwood.news)CEOsCompanies are turning to older CEOs. (fa-mag.com)Why CEOs are getting older over t

Analysis

Farewell, Twitter

Market Expert Apr 24, 2026

Twitter Users Statistics – Key Data for 2026 Twitter Marketing For the past 30 years, I have been sharing my ideas on investing, markets, the economy, policy, and related topics. Online, in public, no hold barred; writing for a broad audience invites comments, criticism, and general interaction. So it was no surprise that… Read More The post Farewell, Twitter appeared first on The Big Picture.

Forex

The Case for Adding Texting to Your Client Communication Strategy (And Why the Timing Is Right)

Market Expert Apr 23, 2026

The average financial advisor email sits unopened for more than six hours. And 42% of clients have considered switching advisors […] The post The Case for Adding Texting to Your Client Communication Strategy (And Why the Timing Is Right) appeared first on FMG.

3 tests Apple’s new CEO must pass to prove he can grow the company in ways Tim Cook never did

Stock

Lululemon is getting a Nike veteran as its new CEO. An analyst says that could be a problem.

Market Expert Apr 23, 2026

Yoga-wear maker Lululemon on Wednesday said its board had approved Nike veteran Heidi O’Neill as its new CEO. But analysts said it was too early to tell if that was the right call, and said questions about Nike’s current struggles could spill over into her new job.

Stock

CSX says more businesses are shipping via rail to avoid surging fuel costs

Market Expert Apr 23, 2026

Shares of CSX jumped after hours on Wednesday after the railroad giant raised its sales outlook for the year, as more businesses choose rail to save on fuel costs in the wake of the Iran war.

These investments promise high yield with bond-like safety. But what looks too good to be true often is.

Stock

Flight cuts are spreading as fuel costs surge — and higher summer fares look likely

Market Expert Apr 23, 2026

For travelers, the disappearing flights are translating into fewer route and connecting options, and of course higher fare prices.

Stock

Tilray and other pot stocks soar as Trump is reportedly ready to reclassify cannabis

Market Expert Apr 23, 2026

The move, which could open up medical research on cannabis as well as banking services for growers, follows an executive order to reclassify the substance in December.

Stock

The Iran cease-fire has boosted investors’ appetite for bitcoin. Here’s why it could break past $80,000 soon.

Market Expert Apr 23, 2026

Capital has flowed into bitcoin through multiple channels, which makes it less likely that bitcoin sees a sharp reversal like in previous months, and more likely that the rally builds momentum.

There’s never been a semiconductor rally like this one — and that’s triggering a number of warnings

I’m 56. My home has $400,000 in equity. If I lose my job, should I do a reverse mortgage?

The ‘simple math’ reason oil prices need to rise a lot more, according to JPMorgan

How SaaSpocalypse fears actually bolstered SAP profits by over $150 million

Gas prices matter for households. But here’s why they still look too low for Trump to give in to Iran right now.

‘AI genuinely freaks me out’: Do I leave my $150,000 job for a $215,000 role in data analytics — with a 50-minute commute?

‘My child will need lifelong support’: I’m in my 40s with a $330,000 inherited retirement account. How can I grow it?

Longform links: gold’s hold

Thursday links: American sadness

Farewell, Twitter

The Case for Adding Texting to Your Client Communication Strategy (And Why the Timing Is Right)

3 tests Apple’s new CEO must pass to prove he can grow the company in ways Tim Cook never did

Lululemon is getting a Nike veteran as its new CEO. An analyst says that could be a problem.

CSX says more businesses are shipping via rail to avoid surging fuel costs

These investments promise high yield with bond-like safety. But what looks too good to be true often is.

Flight cuts are spreading as fuel costs surge — and higher summer fares look likely

Tilray and other pot stocks soar as Trump is reportedly ready to reclassify cannabis

The Iran cease-fire has boosted investors’ appetite for bitcoin. Here’s why it could break past $80,000 soon.

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