Login  Register

The Broker's Hub

Wednesday links: running the playbook
Commodities

Wednesday links: running the playbook

Market Expert  May 29, 2026

MarketsCorporate profit margins keep rising. (chartkidmatt.com)Micron ($MU) is the fastest company, by far, from $500 billion to $1 trillion in market cap. (wsj.com)ETFsCharles Schwab ($SCHW) and Vanguard are neck-and-neck when it comes to ETF fees. (citywire.com)The Roundhill Memory ETF ($DRAM) is the fastest ETF to $10 billion and $11 billion... (ft.com)SpaceXFTSE Russell wants in on the SpaceX bandwagon. (ft.com)Do data centers in space make sense? (stratechery.com)Eli LillyEli Lilly ($LLY) is on a buying spree outside of its obesity business. (msn.com)Eli Lilly ($LLY) is buying three vaccine startups. (wsj.com)AIHow the bests analysts use AI. (optimisticallie.com)Do we really want to interact with 'digital twins'? (om.co)How writers can use AI without letting AI actually write. (slate.com)CybersecurityThe Cybersecurity and Infrastructure Security Agency has been gutted. (axios.com)What Mythos is teaching security researchers. (politico.com)Inside the UK's A.I. Security Institute.

Longform links: moving the algorithm
Commodities

Longform links: moving the algorithm

Market Expert  May 29, 2026

Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links for premium sites are used. You can check out...

Masters in Business Top 25
Analysis

Masters in Business Top 25

Market Expert  May 29, 2026

  Doing the tour to promote How NOT to Invest (paperback out now!) I got lots of interesting questions — about the book, my writing process, my investing philosophy, and my career. The one (really two) questions that I was not prepared for had to do with the podcast: “Who was your favorite guest(s) on… Read More The post Masters in Business Top 25 appeared first on The Big Picture.

Thursday links: unexpected and original ideas
Commodities

Thursday links: unexpected and original ideas

Market Expert  May 29, 2026

MarketsSouth Korea is a big bet on AI. (axios.com)Retail traders seem to be riding the AI winners, for now. (sherwood.news)StrategyDon't let your investment strategy burn you out. (awealthofcommonsense.com)On the parallels between the AI boom to the railroad boom. (apersai.substack.com)"Bull markets last years. Crashes last weeks. You spend 80% of your investing life feeling slightly stupid for owning the diversifier, and maybe 20% feeling vindicated." (rcmalternatives.com)M&AWho's going to buy IMAX ($IMAX)? (variety.com)The Fertitta family is buying Caesars Entertainment ($CZR). (axios.com)Why a SpaceX and Tesla ($TSLA) merger seems inevitable. (blindsquirrelmacro.com)ETFsThe Vanguard S&P 500 ETF ($VOO) is closing in on $1 trillion in AUM. (etf.com)Is DFA for sale? (citywire.com)CompaniesApple's ($AAPL) new CEO has a R&D dilemma. (ft.com)It's increasingly difficult to avoid Amazon ($AMZN). (theconversation.com)AICorporate America is seeing rapidly rising AI costs. (axios.com)Do we ne

Long-Term Care And Estate Planning For Childfree Clients: Inverting The Timeline For Lifetime Care Defense
Analysis

Long-Term Care And Estate Planning For Childfree Clients: Inverting The Timeline For Lifetime Care Defense

Market Expert  May 28, 2026

The typical estate planning process entails inviting clients to decide what will happen to their wealth when they are no longer alive (i.e., "who inherits what"), and the selection of individuals who can make financial and health care decisions on their behalf in the event they are incapacitated (whether due to accident or disability orRead More... The post Long-Term Care And Estate Planning For Childfree Clients: Inverting The Timeline For Lifetime Care Defense first appeared on Kitces.com.

Challenges In Engaging The Disengaged Spouse Of A Client Couple: Kitces & Carl 191
Analysis

Challenges In Engaging The Disengaged Spouse Of A Client Couple: Kitces & Carl 191

Market Expert  May 28, 2026

In modern financial planning, there is an increased emphasis on engaging both partners in a client couple; reasons for this range from better understanding the household’s goals, ensuring everyone is heard equitably, and retaining one partner in the event of a disaster. Yet the reality for many couples is that financial decision-making, like many aspectsRead More... The post Challenges In Engaging The Disengaged Spouse Of A Client Couple: Kitces & Carl 191 first appeared on Kitces.com.

MyFutureFund: Should You Stay In or Opt Out When Your Window Opens?
Insurance

MyFutureFund: Should You Stay In or Opt Out When Your Window Opens?

Market Expert  May 28, 2026

Most workers enrolled in MyFutureFund will soon face an important financial decision: stay in or opt out? While increasing your monthly take-home pay may feel tempting in the short term, opting out could mean walking away from employer contributions, State top-ups, and years of long-term pension growth. In our latest article, we explore who should likely stay in, when opting out may actually make sense, the important tax differences many higher earners are missing, and the biggest retirement planning mistake workers could make. Before your opt-out window opens, it’s worth understanding what this decision could really mean for your future financial security. Check out our latest post - MyFutureFund: Should You Stay In or Opt Out When Your Window Opens? on LowQuotes Blog

Trump Accounts, Custodial Accounts, and 529 Plans: What To Know and How To Choose
Insurance

Trump Accounts, Custodial Accounts, and 529 Plans: What To Know and How To Choose

Market Expert  May 28, 2026

Compounding over time is one of the most powerful ways for investors to grow their wealth, and starting this summer, parents will have an additional way to harness 18 years’ worth of it to help their children get ahead. Trump Accounts are expected to launch on July 4, and they offer a new way to […] The post Trump Accounts, Custodial Accounts, and 529 Plans: What To Know and How To Choose appeared first on Wealthfront Blog.

OpenAI’s biggest problem isn’t AI safety. It’s Sam Altman.
Stock

OpenAI’s biggest problem isn’t AI safety. It’s Sam Altman.

Market Expert  May 27, 2026

‘Conflict-averse’ CEO has built a culture of groupthink — and a massive corporate liability,

China’s next export shock walks on two legs — and costs less than a used car
Stock

China’s next export shock walks on two legs — and costs less than a used car

Market Expert  May 27, 2026

Beijing is funding humanoid robots to slash Chinese factory costs and build a competitive advantage.

My friend, 62, earns $20,000 a year. Should she take Social Security now — and claim survivor’s benefit at 67?
Stock

My friend, 62, earns $20,000 a year. Should she take Social Security now — and claim survivor’s benefit at 67?

Market Expert  May 27, 2026

“I calculated her break-even point to be around age 78.”

Research links: waves of disruption
Commodities

Research links: waves of disruption

Market Expert  May 27, 2026

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

The market isn’t fully pricing in a peace deal yet, as investors see no alternative to U.S. stocks, says Barclays
Stock

The market isn’t fully pricing in a peace deal yet, as investors see no alternative to U.S. stocks, says Barclays

Market Expert  May 27, 2026

Since the start of the war in Iran, investors have favored U.S. stocks over international equities, but a deal could help to reduce the gap.

‘The timing couldn’t have been better’ for investors in MSGS as the Knicks make the NBA Finals
Stock

‘The timing couldn’t have been better’ for investors in MSGS as the Knicks make the NBA Finals

Market Expert  May 27, 2026

Shares of MSG Sports have climbed 39% this year and are up 88% over the last 12 months. And that was before the Knicks made it to the NBA Finals.

‘I feel like I’m living a lie’: My husband and I pretend we’re strapped for cash in front of friends. Is that bad?
Stock

‘I feel like I’m living a lie’: My husband and I pretend we’re strapped for cash in front of friends. Is that bad?

Market Expert  May 27, 2026

“I’ve found that acting ‘normal’ means others treat me like one of the group.”

Why this fund manager who was an early proponent of Nvidia is now betting on AI’s space frontier
Stock

Why this fund manager who was an early proponent of Nvidia is now betting on AI’s space frontier

Market Expert  May 27, 2026

T. Rowe Price’s Tony Wang is looking AI for bottlenecks and finding them, and also sees returns in space and light.

A rival joins Micron in the $1 trillion club as one bank argues AI is actually underhyped
Stock

A rival joins Micron in the $1 trillion club as one bank argues AI is actually underhyped

Market Expert  May 27, 2026

The frenzy in memory-chip stocks continued on Wednesday as SK Hynix took less than 24 hours to join American peer Micron Technology in the $1 trillion valuation club.

‘I’m unsure of the best approach’: My father, 91, is in hospice care. He left his six children CDs. Can we cash out?
Stock

‘I’m unsure of the best approach’: My father, 91, is in hospice care. He left his six children CDs. Can we cash out?

Market Expert  May 27, 2026

“His banker suggested that it might be easier after my father’s passing if we liquidate all of the CDs.”

Popular Posts

Why Michigan’s Sherrone Moore probably won’t get paid the millions left on his contract — unlike other recently fired college football coaches

Why Michigan’s Sherrone Moore probably won’t get paid t...

Market Expert  Dec 12, 2025
Rodney Darnell Benjamin

Rodney Darnell Benjamin

Market Expert  Aug 4, 2025
Howard Marks of Oaktree makes 180-degree turn on AI after Claude tutorial. Here’s how he suggests investors approach it.

Howard Marks of Oaktree makes 180-degree turn on AI aft...

Market Expert  Feb 27, 2026
Most of us make assumptions about growth and value stocks. Here’s what we get wrong.

Most of us make assumptions about growth and value stoc...

Market Expert  Jan 31, 2026
After 46 years working, I’m not retiring — instead, I take a vacation every month. Is that a good life in your 70s?

After 46 years working, I’m not retiring — instead, I t...

Market Expert  Feb 27, 2026

Random Posts

Popular Tags