Market Expert
Last seen: 6 months ago
Wednesday links: pessimism sells
MarketsConsumer staples now trade a premium to the Mag 7. (chartkidmatt.com)Emerging market equities have undeperformed U.S. stock...
Transcript: Hilary Allen on Fintech Dystopia
The transcript from this week’s, MiB: Hilary Allen on Fintech Dystopia, is below. You can stream and download our full convers...
Analyst says he’s thrown in the towel on Novo Nordisk a...
Novo Nordisk’s study showing a new drug wasn’t as good as a rival’s led one sell-side analyst to downgrade the stock for the first...
How this award-winning hedge fund manager is betting on...
Political expediency in the White House means sacrificing bond investors to achieve electoral success
Buyer snaps up a $4.8 million home next to Bill Gates’ ...
Microsoft billionaire Bill Gates has found a buyer for the charming home next to his sprawling Xanadu 2.0 dwelling—just six days a...
‘I’m shocked that people are shocked,’ says JPMorgan ex...
The surest sign of market dislocation is when banks start quantifying their exposure to a given issue.
My grandpa retired happy at 70 with $750K, and he’s doi...
“You could even retire at 55 with $500,000 and be perfectly fine. Am I right?”
Tariffs have peaked after Supreme Court ruling, says Mo...
The current tariffs imposed by the White House expire in July, close enough to mid-term elections that they may not be renewed if ...
Co-author of viral post on AI impact says he was shorti...
The co-author of a report musing about artificial intelligence disrupting a host of businesses says he was betting those companies...
‘I spend $7,500 a month’: I’m 47, earn $260K, and have ...
“I own a home worth $520,000 and do not have a mortgage on it.”
Not all Treasurys are a reliable haven for investors ri...
Volatility in the U.S. bond market is picking up this month, with some investors questioning whether Treasurys can broadly — and r...
Home Depot’s stock set to surge as sales growth provide...
Home Depot’s stock was set to surge after quarterly comparable sales snapped a streak of misses, and profit beat by the widest mar...
Adviser links: supercharged learning
Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a lo...
Monday links: the proper role of tools
MarketsWhy investors are focusing on companies that AI can't disrupt. (downtownjoshbrown.com)Why memecoins failed. (howardlindzon....
Part II: IEEPA Tariff Ruling’s Losers
Soon after the Supreme Court dropped its IEEPA decision Friday morning, I wrote up a post on who the IEEPA decison Winners wer...
Gold sheds its safe-haven status. Is it just another mo...
Gold has been on a spectacular, record-breaking bull run for much of the past three years — but some of the shine may be coming of...
My ex-wife took out a $100K Parent PLUS loan for our so...
“Our son makes $45,000 a year and has no immediate prospects for significantly increasing his income.”
Last week’s slump in asset-manager stocks was driven by...
Shares of asset managers fell due to worries over a private-credit fund managed by Blue Owl Capital, triggering broader anxiety ab...