Market Expert

Market Expert

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Member since Nov 18, 2025

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Claude: What Are You Good At?

    Last week, I was up in Montreal for a keynote presentation to 750 Bank RIAs. Morgan Housel was the keynote the day before (tou...

How To Better Help Business Owner Clients Depending On ...

Business owners have long been a popular target clientele for financial advisors; successful firms with strong profitability creat...

Your tech portfolio could be on the wrong side of the A...

Why the coming $1,000 videogame console will squeeze hardware stocks.

Adobe needs a new CEO to make bold AI moves, and its ch...

Given all the doubts around Adobe, it’s perhaps surprising that the company will likely go with an internal candidate to replace o...

A powerful inflation storm is brewing — and your portfo...

Looming El Niño shock threatens to drive up global commodity prices. These investments can help protect your purchasing power.

Angst over SpaceX IPO adds to dive in tech stocks

Technology stocks tumbled on Tuesday, extending a swoon that began in early June, as investors anxiously await the historic SpaceX...

GM follows Ford by making a big energy bet — this time ...

GM plans to revamp its energy business and place a big bet on sodium-ion batteries just as shares of rival Ford got a boost from a...

AST SpaceMobile’s stock experiences rocky trading as Sp...

The company is developing a space-based broadband cellular network that could rival Elon Musk’s Starlink.

Micron and other memory makers are driving a ‘supercycl...

Chip-equipment companies are getting unprecedented visibility into companies’ supply plans, a UBS analyst says.

Apple’s AI could usher in a historic upgrade cycle that...

Apple’s new AI features are on track to be monetized faster than expected, thanks to increased hardware requirements and new “kill...

Super Micro stock plunges as $7 billion equity raise ov...

Super Micro looks to raise equity as it faces staggering AI demand but also an intense cash burn

This stock-market strategy has cheap exposure to AI and...

The fund is diversified and has been an excellent performer, highlighting the advantages of a closed-end structure.

Adviser links: what truly matters

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a lo...

Research links: setting strategic goals

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

Transcript: Chris Davis of Davis Funds

    The transcript from this week’s MiB: Beating the S&P For Generations with Chris Davis of Davis Funds, is below. You can stream...

MiB: Joe McLean, MAI Capital

    On this special bonus episode — as Jalen Brunson and the New York Knicks take on Victory Wembanyama and the San Antonio Spurs ...

Building The Profession Through (Joining) Membership As...

Joining your "professional association" has long been a standard for professionals. Doctors have the American Medical Association....

Growing To $350M AUM By Putting Client Cash Flow At The...

Welcome everyone! Welcome to the 493rd episode of the Financial Advisor Success Podcast! My guest on today's podcast is David Moze...