Market Expert

Market Expert

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Member since Nov 18, 2025

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Sunday links: a rich and deep portfolio

MarketsThe top 10 companies in the S&P 500 generate over a third of its earnings. (apollo.com)Have you checked out China's stock m...

Transcript: Howard Lindzon, Social Leverage

    The transcript from this week’s MiB Howard Lindzon, Social Leverage, is below. You can stream and download our full conversati...

MiB: Howard Lindzon, Social Leverage

     This week, I speak with Howard Lindzon, co-founder and CEO of StockTwits, and founder and managing partner at Social Leverag...

Ageism is corporate self-sabotage — America’s ‘brain dr...

Discarding experienced workers isn’t a strategy — it’s short-sighted thinking that AI won’t fix.

AMD, Micron shares surge on a big day for chip-sector o...

There’s been a dramatic “return to AI data-center optimism,” one analyst notes.

No do-overs: How one extra dollar on your Roth conversi...

The new Roth reality: Stealth taxes and Medicare penalties make the stakes higher than ever.

Gold has climbed back above a key trend line. Are more ...

Gold broke above an important short-term technical level on Friday — a sign that the precious metal may be starting to regain mome...

Dunkin’ is making its return to the stock market — with...

Inspire Brands — which owns Dunkin’, Arby’s and other chains — has confidentially filed for an IPO.

‘It saved my relationship with my mom.’ These money man...

An extra set of eyes on these kinds of tasks can help people remain independent longer

Lumentum’s fiery stock rally earns it a spot in this ho...

Lumentum’s stock performance ranks sixth in the S&P 500 this year. Now the optical company is set to join the Nasdaq-100.

I’m giving $10,000 to my stepchildren. My wife warned m...

“Our net worth is about $4 million, and we are both 60.”

I was a slave to credit-card debt, then I got laid off ...

“I have steadily increased my assets by more than 10% since being laid off.”

Friday links: performance-chasing behavior

StrategyIs the U.S. stock market now just a big bet on AI? (marginalrevolution.com)The problem with diversification: the worst per...

ATM: Focusing on Growth (Not Market Cap)

      At The Money: Focusing on Growth (Not Market Cap) with Rob Arnott, RAFI (May 7, 2026) Indexes are weighted by their size, pr...

HNTI: Nobody Knows Anything, The Beatles edition

    The paperback of “How NOT to Invest” drops this week; to celebrate, this whole week I am running various stories and excerpts ...

Weekend Reading For Financial Planners (May 9-10)

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a stu...

Iren’s stock soars as a major Nvidia investment oversha...

Nvidia is taking a major stake in Iren to build out a 5-gigawatt global footprint for its AI factory ambitions

A key sector has been AWOL from the stock-market rally....

The financial sector has been weak while the rest of the market rallies — something that happened before the last big bear markets...