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Monday links: counting your blessings
Commodities

Monday links: counting your blessings

Market Expert  Jan 14, 2026

StrategyFund performance consistency is overrated. (morningstar.com)If your portfolio manager has skill, you want a concentrated portfolio. Otherwise, index. (klementoninvesting.substack.com)Why rules matter for investors. (thefinancialpen.substack.com)CompaniesGoogle Gemini is going to power Apple's ($AAPL) Siri. (spyglass.org)The revival of GE ($GE) is an underhyped story. (bloomberg.com)Influenza Roche's Genentech manufactures Xofluza and Tamiflu. (wsj.com)More people should be taking Xofluza for influenza. (theatlantic.com)Weight lossAmazon ($AMZN) Pharmacy is going to offer Wegovy weight loss pills. (semafor.com)How obesity pills will transform the market for weight loss. (cnbc.com)People on weight loss drugs spend less on groceries. (sciencedaily.com)The FedBernanke, et al. "The reported criminal inquiry into Federal Reserve Chair Jay Powell is an unprecedented attempt to use prosecutorial attacks to undermine that independence." (jointstatement.substack.com)Trump REALLY wants c

Research links: earnings uncertainty
Commodities

Research links: earnings uncertainty

Market Expert  Jan 14, 2026

Tuesdays are all about academic (and practitioner) literature at Abnormal Returns. You can check out last week’s edition including a look at...

Tuesday links: assiduous avoidance
Commodities

Tuesday links: assiduous avoidance

Market Expert  Jan 14, 2026

MarketsThere is a new high in the number of global stock markets hitting new highs. (entrylevel.topdowncharts.com)Small caps are having a moment. (allstarcharts.com)So are microcaps. (capitalspectator.com)StrategyThere are no members of the forecasting hall of fame. (betterletter.substack.com)Market leadership can change without the market breaking. (excessreturnspod.substack.com)There is one upside to illiquid investments. They prevent you from making rash decisions. (behaviouralinvestment.com)EconomyDecember CPI was in line, but grocery prices are still an issue. (axios.com)Eleven things weighing on consumer confidence. (larryswedroe.substack.com)Net migration was likely negative in 2025. (washingtonpost.com)Bill McBride of Calculated Risk is pulling back on economic coverage. (calculatedriskblog.com)Earlier on Abnormal ReturnsResearch links: earnings uncertainty. (abnormalreturns.com)What you missed in our Monday linkfest. (abnormalreturns.com)Adviser links: thinking about success.

Transcript: Ben Hunt, co-founder Perscient
Analysis

Transcript: Ben Hunt, co-founder Perscient

Market Expert  Jan 14, 2026

    The transcript from this week’s, MiB: Ben Hunt, co-founder Perscient, 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 News. This… Read More The post Transcript: Ben Hunt, co-founder Perscient appeared first on The Big Picture.

It’s Tariff Week! *
Analysis

It’s Tariff Week! *

Market Expert  Jan 13, 2026

* Hopefully…   This is likely the week the Supreme Court issues a ruling on the IEEPA tariffs in place since April 2025 (excluding the 90-day suspension, and other sundry modifications, revisions, pauses, exemptions, etc.). As I noted from the start, this is a deeply flawed policy of questionable legality that was implemented haphazardly (my… Read More The post It’s Tariff Week! * appeared first on The Big Picture.

Why the market is now more sensitive to the latest battle between Jerome Powell and President Trump
Stock

Why the market is now more sensitive to the latest battle between Jerome Powell and President Trump

Market Expert  Jan 12, 2026

Precious metal prices surge as conflict intensifies

U.S. stock futures sink after Powell accuses Trump of intimidation over DOJ probe
Stock

U.S. stock futures sink after Powell accuses Trump of intimidation over DOJ probe

Market Expert  Jan 12, 2026

With earnings season about to kick off, U.S. stock futures slipped Sunday, after the Dow and S&P 500 closed Friday at record highs.

‘I would like to quit working’: I’m 65. My son wants to live in my second home for less than the market rent. Do I say yes?
Stock

‘I would like to quit working’: I’m 65. My son wants to live in my second home for less than the market rent. Do I say yes?

Market Expert  Jan 12, 2026

“Our son would like to stay there and start a family.”

Credit-card stocks are slumping. But analysts say a 10% rate cap is far from a done deal.
Stock

Credit-card stocks are slumping. But analysts say a 10% rate cap is far from a done deal.

Market Expert  Jan 12, 2026

A 10% cap on interest rates could mean a big hit to card companies’ earnings. But a Jefferies analyst says it’s “highly unlikely” that Trump gets his way.

Here’s your chance to rent tennis champ Novak Djokovic’s luxury penthouse in Serbia
Stock

Here’s your chance to rent tennis champ Novak Djokovic’s luxury penthouse in Serbia

Market Expert  Jan 12, 2026

Tennis fans can now lounge at Novak Djokovic’s sprawling Serbian retirement home for an eye-watering sum of $17,542 a night.

Singer Lily Allen and ‘Stranger Things’ star David Harbour cut price of Brooklyn townhouse amid split
Stock

Singer Lily Allen and ‘Stranger Things’ star David Harbour cut price of Brooklyn townhouse amid split

Market Expert  Jan 12, 2026

Lily Allen and actor David Harbour have cut $695,000 from the price of their Brooklyn townhouse—just over 2 months after the estranged couple listed it amid their acrimonious divorce.

Sunday links: accumulating meaning
Commodities

Sunday links: accumulating meaning

Market Expert  Jan 12, 2026

StrategyInvesting in stocks? Expect pullbacks. (awealthofcommonsense.com)There's nothing magical about gold. (humbledollar.com)When it makes sense to pay up for a company. (flyoverstocks.com)The markets will be there tomorrow. (allstarcharts.com)IndexesFactor ETF portfolios can look weird. (wsj.com)The S&P 500 is not a static index. (tker.co)Bond index construction makes a difference. (ft.com)Why the composition of the Russell 2000 matters. (trendlabs.com)CompaniesBoeing ($BA) had its highest number of annual deliveries since 2018. (cnbc.com)When Microsoft ($MSFT) almost took over OpenAI. (spyglass.org)What percentage of Taiwan Semi ($TSM) revenue comes from Apple ($AAPL)? (newsletter.semianalysis.com)Netflix ($NFLX) is in the lead to take over Warner Bros. ($WBD) studio business. (sherwood.news)America's biggest companies have folded like a cheap suit in the face of pressure. (daringfireball.net)ICEHamilton Nolan, "Give guns and special powers to thousands and thousands of men everywh

Real Assets: How Not to Invest
Analysis

Real Assets: How Not to Invest

Market Expert  Jan 12, 2026

    Yes, the HNTI podcast series continues in 2026 (albeit at a much slower pace) Barry Ritholtz, co-founder, chairman and CIO of Ritholtz Wealth Management, is out with a new book titled “How Not to Invest: The Ideas, Numbers, and Behavior that Destroy Wealth—and How to Avoid Them,” which he discusses along with his… Read More The post Real Assets: How Not to Invest appeared first on The Big Picture.

‘I have no mortgage’: Is it reckless to cancel my homeowner’s insurance? I can’t justify $4K a year anymore.
Stock

‘I have no mortgage’: Is it reckless to cancel my homeowner’s insurance? I can’t justify $4K a year anymore.

Market Expert  Jan 11, 2026

“My deductible is $5,000.”

Could ‘Trump accounts’ make your kids millionaires? Maybe — with this strategy.
Stock

Could ‘Trump accounts’ make your kids millionaires? Maybe — with this strategy.

Market Expert  Jan 11, 2026

The accounts, which are set to become available on July 5, are for children born between 2025 and 2028.

The eldercare crisis is about to get much worse as millions more Americans turn 85
Stock

The eldercare crisis is about to get much worse as millions more Americans turn 85

Market Expert  Jan 11, 2026

The “silver tsunami” is about to crest. Watch out for the undertow.

‘We track our finances religiously’: Are we obliged to pay for our daughter’s medical school? We have $2.6 million saved for retirement.
Stock

‘We track our finances religiously’: Are we obliged to pay for our daughter’s medical school? We have $2.6 million saved for retirement.

Market Expert  Jan 11, 2026

“I am retired, and my wife is an employed physician. She is 56 and would like to retire as well.”

My wife, 74, collects survivor benefits on her first husband. Can she now claim on her own Social Security record?
Stock

My wife, 74, collects survivor benefits on her first husband. Can she now claim on her own Social Security record?

Market Expert  Jan 11, 2026

“My wife began receiving survivor benefits at age 60 from her deceased husband.”

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