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Commodities

Tuesday links: focusing on forex

Market Expert Jan 28, 2026

MarketsWho's buying all that gold? (ft.com)People are trading silver like crazy. (sherwood.news)StrategyThere's only one way to invest in global bonds, currency hedged. (morningstar.com)An example why you shouldn't take financial advice from billionaires. (fa-mag.com)FinanceCharles Schwab ($SCHW) is now well focused on Robinhood ($HOOD). (riabiz.com)CVC Capital Partners is buying U.S. credit firm Marathon Asset Management. (pitchbook.com)Fund managementActive ETFs are growing, but performance is lagging. (roberthuebscher.substack.com)Legendary fund manager Will Danoff of Fidelity Contrafund fame is retiring. (fa-mag.com)CompaniesThere's no clear successor to Jensen Huang at Nvidia ($NVDA). (msn.com)Amazon ($AMZN) is shutting down all Amazon Go and Fresh stores. (wsj.com)UPS ($UPS) is cutting some 30,000 jobs. (cnbc.com)Palantir ($PLTR) is an ICE contractor. (wired.com)Tim CookOm Malik, "The iron clasp of market expectations has turned him [Cook] into what he never meant to be: a man

Analysis

IEEPA Tariffs Update

Market Expert Jan 28, 2026

Two weeks ago, I wrote “It’s Tariff Week! *.” The asterisk added the word “Hopefully…” “This is likely the week the Supreme Court issues a ruling on the IEEPA tariffs in place since April 2025.” I wrote, getting it totally wrong. It turned out to be (mostly) wishful thinking on my part. As… Read More The post IEEPA Tariffs Update appeared first on The Big Picture.

Why Nike is cutting hundreds of jobs, starting at its warehouses

CoreWeave’s stock soars. Why Nvidia’s fresh bet on the company is so significant.

Don’t ask your financial adviser to make a market prediction — you won’t like what you hear

Silver is having a meme-stock moment. Just look at these 3 charts.

Gold’s rise above $5,000 shows why it should be in every investor’s portfolio

Stock

One in five Americans can’t afford their heating bills this winter as people are blindsided by utility costs

Market Expert Jan 27, 2026

The massive winter storm put much of the country into a deep freeze, and the mercury is plummeting at a time when utility bills are skyrocketing.

Stock

How the ICE turmoil in Minnesota is starting to spill over into Wall Street

Market Expert Jan 27, 2026

After two fatal shootings by federal officers this month in Minneapolis, chief executives of Minnesota-based companies spoke about the clashes between anti-ICE demonstrators and law enforcement.

Stock

Dollar slides to 4-month low on efforts to boost the yen, which could spell trouble for U.S. equities

Market Expert Jan 27, 2026

The U.S. dollar took another hit on Monday, weakening to its lowest levels in four months, as talk of a coordinated intervention to prop up the competing Japanese yen intensified.

Stock

Amazon’s ‘Melania’ documentary is opening in 2,000 theaters. Will MAGA fill those seats?

Market Expert Jan 27, 2026

The wide theatrical release is unusual for documentaries. Amazon is hoping it will prove a solid draw in the middle of the country, where such films often don’t do well.

Commodities

Sunday links: a bit unsustainable

Market Expert Jan 27, 2026

MarketsIs a meme stock moment ever possible again? (barrons.com)The boost in corporate margins is all coming from tech. (apolloacademy.com)Beware interest in brokerage stocks. (acadian-asset.com)StrategyEverywhere you look you see signs of reflation. (downtownjoshbrown.com)How stocks can hedge against inflation. (tker.co)CompaniesIntel's ($INTC) Trump bump was short-lived. (wsj.com)USA Rare Earth ($USAR) scored an investment from the Trump administration. (cnbc.com)Why ASML ($ASML) is valued in excess of $500 billion. (ft.com)Coupang is the Amazon of South Korea. (fiscal.ai)Sports gamblingIn the lead up to the Super Bowl, prediction markets are facing off against sports books. (wsj.com)Kalshi is on the offensive against Polymarket. (sportico.com)ETFsDespite a surge in dodgy products, the ETF industry is still a net boon for investors. (morningstar.com)What's behind the divergence between the iShares Core MSCI Emerging Markets ETF ($IEMG) and the Vanguard FTSE Emerging Markets ETF ($VW

Commodities

Monday links: spending to stay in place

Market Expert Jan 27, 2026

CommoditiesCommodities are off to a strong start this year. (capitalspectator.com)Gold topped $5000 per ounce for the first time ever. (sherwood.news)Central banks keep snapping up gold. (mrzepczynski.blogspot.com)CryptoBitmine ($BMNR) is buying more Ethereum. (theblock.co)Strategy ($MSTR) is buying more Bitcoin. (theblock.co)Corporate financeA potential downside of family control - persistent valuation discounts. (oldroperesearch.substack.com)A profile of David Sokol who was poised to be Warren Buffett's eventual replacement. (wsj.com)CompaniesHow Taiwan Semi ($TSM) is a brake on the AI bubble. (stratechery.com)Did you know Zoom ($ZM) has a stake in Anthropic? (barrons.com)Tech CEOs are noticeably silent. (axios.com)Fund managementVanguard now manages more than $1 trillion in assets outside the U.S. (ft.com)The reasoning behind management fees for alternative assets has changed over time. (cashandcarried.substack.com)DefenseMark Hertling, "Greenland’s military value is not hypothetic

Analysis

Transcript: Zach Buchwald, Russell Investments CEO and Chairman

Market Expert Jan 27, 2026

The transcript from this week’s MiB: Zach Buchwald, Russell Investments CEO and Chairman, 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. ~~~ Bloomberg Audio Studios, podcasts, radio… Read More The post Transcript: Zach Buchwald, Russell Investments CEO and Chairman appeared first on The Big Picture.

Insurance

How Wealthfront’s S&P 500 Direct Helped Clients Save an Estimated $16M In Its First Year

Market Expert Jan 26, 2026

It’s been a little over a year since we launched Wealthfront’s S&P 500 Direct, our first standalone direct indexing product. We built this product to help clients generate tax savings while getting exposure to stocks within a popular stock market index. One year later, we’re excited to share a closer look at how S&P 500 […] The post How Wealthfront’s S&P 500 Direct Helped Clients Save an Estimated $16M In Its First Year appeared first on Wealthfront Blog.