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Stock

The U.S. bond market is suddenly flashing a warning sign about the economy

Market Expert Feb 11, 2026

Tuesday’s flat reading on December retail sales was translating into concerns that U.S. growth may not be as strong as previously presumed — resulting in what will likely be a lower path for both interest rates and inflation this year.

Adviser links: a primary information channel

Commodities

Monday links: a world of impermanence

Market Expert Feb 11, 2026

MarketsA look at the track record of bull markets. (morningstar.com)How rising asset prices affect behavior. (behaviouralinvestment.com)How to invest a lump sum. (awealthofcommonsense.com)AIWe will always want humans to do certain jobs. (agglomerations.substack.com)Why AI hasn't replaced radiologists. (ctvnews.ca)DIYers are using AI in legal cases. (axios.com)EconomyAffordability is a real issue. (newsletter.mikekonczal.com)Decelerating shelter prices are a tailwind for inflation. (bonddad.blogspot.com)Where ICE actions are putting a crimp on the economy. (wsj.com)Earlier on Abnormal ReturnsAdviser links: a primary information channel. (abnormalreturns.com)What you missed in our Sunday linkfest. (abnormalreturns.com)Top clicks last week on Abnormal Returns. (abnormalreturns.com)Don't miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com)Mixed mediaWhy modern society downplays competence. (investing101.substack.com)The Internet is not a singular invention. (om.co)

Commodities

Tuesday links: jobs vs. gyms

Market Expert Feb 11, 2026

Strategy'Buying the dip' sounds better in theory than practice. (moneychangeseverything.substack.com)Why you can't optimize the unknowable. (ofdollarsanddata.com)AIAI is increasing the range of outcomes for companies. (behaviouralinvestment.com)Why BDCs are selling off on fears of stress in the software sector. (ft.com)FinanceDan Rasmussen, "Capital has flowed away from an industry [hedge funds] that has been forced to prove alpha under relentless scrutiny and toward one [private equity] that has largely avoided it." (mailchi.mp)Jump Trading is gaining stakes in Kalshi and Polymarket, in exchange for providing market making services. (theblock.co)The CFTC's Chicago office has essentially be shuttered. (barrons.com)CoffeeMore evidence that coffee (and tea) consumption help reduce the incidence of dementia. (sciencealert.com)Luckin, China’s biggest coffee chain, opened its 30,000th store. (semafor.com)Starbucks ($SBUX) did a big menu makeover. (axios.com)EconomyLabor continues to lose GD

Analysis

Transcript: Bob Moser, Prime Group Founder and CEO

Market Expert Feb 10, 2026

The transcript from this week’s MiB: Bob Moser, Prime Group Founder and CEO, 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: Bob Moser, Prime Group Founder and CEO appeared first on The Big Picture.

Gen Z is obsessed with 2016, and beauty stocks like e.l.f. and Ulta are riding the nostalgia wave

Bank of America flags a really big risk to bonds — the stock market

My husband, 73, wants to sell our $300K rental and buy an annuity. Is that wise?

Stock

Takaichi’s victory in Japanese election means a billion dollar payday for Berkshire Hathaway

Market Expert Feb 9, 2026

The Japanese market has rallied by 12% so far in 2026 as investors respond to Takaichi’s expansionary budget promises and the renewed weakness in the yen.

Stock

Here’s why Goldman Sachs is warning of more selling for stocks this week

Market Expert Feb 9, 2026

Goldman Sachs analysts led by Gail Hafif says some big influential CTAs are ready to push the sell button on U.S. stocks, especially if the S&P 500 sinks further.

Stock

Bad Bunny fails to produce stock market sizzle for two big European brands

Market Expert Feb 9, 2026

In a market where sometimes tenuous links spell big moves for stocks, the Super Bowl halftime performance from Bad Bunny failed to produce coattails.

Stock

Billionaire Bill Gates lists 4-bedroom home outside Seattle for $4.8 million, right next door to his estate

Market Expert Feb 9, 2026

Bill Gates appears to be trimming back his famed Washington compound—listing a home that sits next to his sprawling Xanadu 2.0 estate for $4.8 million.

Stock

Hims & Hers stock poised for heavy losses after quick U-turn on plan for oral Wegovy competitor

Market Expert Feb 9, 2026

Hims & Hers stock tumbled in early action on Monday after the U.S. company quickly reversed plans to introduce its own version of Novo Nordisk’s Wegovy oral weight-loss drug.

U.S. stock futures rise after a wild week on Wall Street, ahead of key jobs and inflation reports

Commodities

Sunday links: a workable balance

Market Expert Feb 9, 2026

MarketsLow vol stocks are different. (wsj.com)A look at the number of brand names stocks down over 50% from their highs. (awealthofcommonsense.com)Josh Brown, "HALO stands for Heavy Assets, Low Obsolescence. These are undistruptable companies from an AI standpoint." (downtownjoshbrown.com)SoftwareWhy software investors were taken aback this week. (tker.co)Software stocks are getting crushed, but software itself is only growing. (howardlindzon.com)Software runs on data. Incumbents still own it. (axios.com)What software stocks are pricing in. (tomtunguz.com)Software is not a macro problem. (apolloacademy.com)CryptoIs Bitcoin just software? (trendlabs.com)Crypto tanked. Nobody really knows why. (wsj.com)Inside the web of crypto companies backed by the Trump family and their associates. (wsj.com)There is no World Liberty FInancial without the support of Binance. (nytimes.com)Prediction marketsTraders on prediction markets are wising up. (ft.com)NBA star, Giannis Antetokounmpo now owns a s

Analysis

The Investor Show: How NOT to Invest

Market Expert Feb 9, 2026

Fun story: I meet this big guy at FutureProof (Maybe it was Investopedia’s cocktasil party?). We start chatting about his career in the military — he is a 20-year vet — and why he became a financial advisor. He invites me on his pod, and we had fun chatting on his live stream “The… Read More The post The Investor Show: How NOT to Invest appeared first on The Big Picture.