Category: Commodities

Commodities

Thursday links: cognitive surpluses

Market Expert Jan 9, 2026

MarketsIt's not unusual that the stock market experiences a double digit loss and then ends the year with a double digit gain. (awealthofcommonsense.com)A look at all the all-time highs that are happening. (allstarcharts.com)Stock market participation is broadening out. (chartkidmatt.com)Mid-cap stocks are breaking out. (trendlabs.com)GoogleGoogle's ($GOOGL) market cap recently topped Apple's ($AAPL). (cnbc.com)Can Google ($GOOGL) really create an AI-powered e-mail inbox? (spyglass.org)Google's new Waymo van should be less expensive to build. (sherwood.news)FinanceWells Fargo ($WFC) trails its rivals when it comes to investment banking revenue. (ft.com)JP Morgan Chase ($JPM) is taking over the Apple credit card business. (cnbc.com)Private equity always wins. The IRS has largely abandoned audits of private partnerships. (nytimes.com)ETFs2026 could see the first trillion-dollar AUM ETF. (etf.com)The Gabelli Opportunities in Live and Sports ETF ($GOLS) has launched. (sportico.com)Journali

Commodities

Tuesday links: impeding your returns

Market Expert Jan 8, 2026

StrategyEight market lessons from 2025 including 'Cryptocurrency is still a speculative asset.' (morningstar.com)Three timeless lessons re-learned in 2025 including 'Politics and investing don't mix.' (carsongroup.com)A single good forecast doesn't do you a lot of good. (behaviouralinvestment.com)CryptoMorgan Stanley ($MS) is jumping into the market for crypto ETFs. (cointelegraph.com)MSCI ($MSCI) is not going to exclude digital asset treasury companies from their indices. (coindesk.com)CompaniesCan Berkshire Hathaway’s ($BRK.A) unique culture survive its creators? (kingswell.io)Corporate spending on executive security is on the rise. (wsj.com)MediaHow are Hunterbook Media and Hunterbrook Capital doing, performance-wise? (wsj.com)The Corporation for Public Broadcasting has shut down. (variety.com)The state of newsletter, 2025 edition. (beehiiv.com)Who do journalists work for? (hamiltonnolan.com)FoodJollibee will spin off its international business and list it on a US stock exchange. (f

Commodities

Wednesday links: housing affordability

Market Expert Jan 8, 2026

CryptoWhy MSCI ($MSCI) chickened out on DATs. (giftarticle.ft.com)Some DATs are being forced to sell their digital assets. (theblock.co)There's not a ton of demand for dogecoin ETFs. (sherwood.news)Trading crypto doesn't make you immune from paying taxes. (theblock.co)Prediction marketsPolymarket is now providing data to Dow Jones. (theblock.co)Polymarket isn't paying off bets on a U.S. 'invasion' of Venezuela. (forbes.com)Absent regulation or legislation, insider trading will continue on prediction markets. (theatlantic.com)Kalshi is backing a new bill to bar insider trading on prediction markets. (businessinsider.com)FinanceJane Street is investing outside of its core business. (rupakghose.substack.com)2025 was down year for VC fundraising. (wsj.com)Discord has filed for an IPO. (bloomberg.com)AIJP Morgan Chase ($JPM) is dropping proxy advisors for an internal AI option. (wsj.com)AI killed Stack Overflow. (sherwood.news)MediaLinkedIn is having a moment. (wsj.com)How Reels became a b

Commodities

Monday links: continual creation

Market Expert Jan 6, 2026

MarketsA look at emerging market stock performance in 2025. (novelinvestor.com)China tech stocks are having a moment. (mrzepczynski.blogspot.com)How to assess Japanese bank stocks. (mailchi.mp)A look at devloped market stock performance in 2025. (novelinvestor.com)StrategyInvesting lessons don't change on January 1st. (awealthofcommonsense.com)Portfolio liquidity is double-edge sword. (giftarticle.ft.com)VersantComcast spinoff Versant ($VSNT) is now trading. (cnbc.com)What is Versant, besides CNBC? (frontofficesports.com)GlobalAmerica's chip export controls are working. (noahpinion.blog)Europe has an organic growth problem. (mrzepczynski.blogspot.com)What is happening with the Russian economy? (econbrowser.com)VenezuelaAll of the unknowns with American policy in Venezuela. (danieldrezner.substack.com)Regime change rarely goes how you think it will. (flyovertakes.substack.com)What do Venezuelans think? (theargumentmag.com)Increasing Venezuelan oil production is no small thing. (newyorke

Commodities

Sunday links: unvarnished facts

Market Expert Jan 5, 2026

MarketsSix market surprises from 2025 including international market outperformance. (awealthofcommonsense.com)These stocks drove 2025 market returns, think Nvidia ($NVDA). (morningstar.com)Materials and energy sectors have been laggards. (trendlabs.com)FinanceCaveat emptor. On prediction markets you could very well be trading against someone with inside information. (axios.com)What is Greg Abel going do with all that cash? (wsj.com)The pressThe new Pentagon press corps is not built for this moment. (apnews.com)A reporter reaching out via phone, e-mail or in person is not, by definition, harassment. (propublica.org)Fox News viewers are unique in their support of Trump. (gelliottmorris.com)VenezuelaJuan David Rojas, "Venezuela has more than 10 times the area and six times the population as Panama." (unherd.com)Welcome to the Monroe Doctrine 2.0. (theconversation.com)We are setting a very dangerous precedent. (hamiltonnolan.com)Evidence from the Caribbean boat strikes is washing up on sh

Commodities

Friday links: investment self-confidence

Market Expert Jan 3, 2026

December 2025The S&P 500 returned 0.06% in December. (on.spdji.com)How major asset classes performed in December. (capitalspectator.com)MarketsSilver had a huge 2025. (barrons.com)The U.S. dollar had its worst year since 2017. (nypost.com)Indian equities underperformed in 2025. (bloomberg.com)Strategy2025 should have been a big year for active managers. (larryswedroe.substack.com)Trends don't end just because the calendar turned the page. (trendlabs.com)Financial markets don't care what your theory says. (klementoninvesting.substack.com)What can you learn from your past year's portfolio returns? (fortunesandfrictions.com)Retail tradingRetail traders are having a growing impact on markets. (wsj.com)Traders who followed 'Captain Condor' are feeling the pain. (morningstar.com)Berkshire HathawayNobody can accuse Warren Buffett of losing his way. (wsj.com)Warren Buffett on why he is confident in Greg Abel. (cnbc.com)On the challenges facing Greg Abel is facing including 'maintaining Berkshi

Commodities

Wednesday links: sloppy AI

Market Expert Jan 2, 2026

MarketsLong Western Digital ($WDC), short TradeDesk ($TTD) was the trade of the year. (barrons.com)The VIX is ending the year near its lows. (vixology.substack.com)A barbell in stock performance in 2025. (chartkidmatt.com)FinanceThe Korea Exchange has a competitor in Nextrade. (giftarticle.ft.com)Why Polymarket is flying under the radar compared to Kalshi. (frontofficesports.com)What is Bill Ackman trying to accomplish with Howard Hughes Holdings ($HHH)? (oldroperesearch.substack.com)AIOpenAI's stock-based compensation is off the charts. (wsj.com)Caterpillar’s ($CAT) power and energy business is getting. boost from AI. (wsj.com)TrumpTrump Media ($DJT) is distributing a token to shareholders. (theblock.co)Five Truth Social ETFs just launched. (morningstar.com)The Trump Mobile phone is delayed. (fortune.com)WorkOffice attendance rates continued to tick higher in 2025. (wsj.com)AI will remove rungs from the corporate ladder. (theatlantic.com)Some tech companies are offering free nicotine

Commodities

Tuesday links: rare experiences

Market Expert Dec 31, 2025

MarketsThe stock market rarely experiences an average return. (fortunesandfrictions.com)When you invest matters more than what you invest in. (ofdollarsanddata.com)AIHow Apple ($AAPL) differs from its Mag 7 brethren. (sherwood.news)Why Meta ($META) purchased Manus, think enterprise. (spyglass.org)AI demand drove the returns of the world's best performing stock in 2025, Japan's Kioxia. (msn.com)Softbank's big investment in OpenAI is done. (cnbc.com)BusinessWhy the Downtown Dallas office market is struggling. (wsj.com)Farmers are struggling as 2025 comes to a close. (npr.org)Boston's biotech scene has stalled out. (wsj.com)EconomyNational home prices, per Case-Shiller, were up 1.4% through October. (calculatedriskblog.com)Realized tariffs are still ratcheting higher. (ft.com)Sonu Varghese, "The overall picture points to inflationary growth and that is not necessarily a bad thing for stocks." (carsongroup.com)Economic inequality is nothing new, but the scale today is different. (awealthof

Commodities

Sunday links: it’s a trap

Market Expert Dec 30, 2025

MarketsTake a look at the (outstanding) performance of the S&P 500 since 2019. (awealthofcommonsense.com)The Dow is at an all-time high. (trendlabs.com)So is gold. (sherwood.news)StrategyNew stuff happens on Wall Street all the time. (downtownjoshbrown.com)Eddy Elfenbein's 2026 buy list is here. (cws.substack.com)FinanceThe crypto ecosystem runs on memes. (ft.com)Prediction market players are pushing for distribution. (howardlindzon.com)Groq employees are going to make out just fine in the Nvidia ($NVDA) deal. (axios.com)YouTubeYouTube just keeps gobbling up share. (giftarticle.ft.com)YouTube viewing thrives during the day. (nytimes.com)ICEICE is stepping up its surveillance efforts, privacy issues aside. (politico.com)ICE won't even deport people who want to be deported. (usatoday.com)A look inside ICE's vast media operations. (washingtonpost.com)PolicyDonating to Trump causes has paid off for many donors: a look at the data. (nytimes.com)DOGE broke stuff, lied about it, and eventuall