Market Expert
Last seen: 3 months ago
Wednesday links: running the playbook
MarketsCorporate profit margins keep rising. (chartkidmatt.com)Micron ($MU) is the fastest company, by far, from $500 billion to $...
Longform links: moving the algorithm
Thursdays are all about longform links on Abnormal Returns. Wherever possible, free links for premium sites are used. You can chec...
Thursday links: unexpected and original ideas
MarketsSouth Korea is a big bet on AI. (axios.com)Retail traders seem to be riding the AI winners, for now. (sherwood.news)Strateg...
Masters in Business Top 25
Doing the tour to promote How NOT to Invest (paperback out now!) I got lots of interesting questions — about the book, my writin...
Long-Term Care And Estate Planning For Childfree Client...
The typical estate planning process entails inviting clients to decide what will happen to their wealth when they are no longer al...
Challenges In Engaging The Disengaged Spouse Of A Clien...
In modern financial planning, there is an increased emphasis on engaging both partners in a client couple; reasons for this range ...
MyFutureFund: Should You Stay In or Opt Out When Your W...
Most workers enrolled in MyFutureFund will soon face an important financial decision: stay in or opt out? While increasing your mo...
Trump Accounts, Custodial Accounts, and 529 Plans: What...
Compounding over time is one of the most powerful ways for investors to grow their wealth, and starting this summer, parents will ...
How AI compares to 11 other capital-spending explosions...
Strategists at Raymond James, led by Tavis McCourt, said the artificial intelligence capital-spending boom is on par with the bigg...
‘I’m unsure of the best approach’: My father, 91, is in...
“His banker suggested that it might be easier after my father’s passing if we liquidate all of the CDs.”
A rival joins Micron in the $1 trillion club as one ban...
The frenzy in memory-chip stocks continued on Wednesday as SK Hynix took less than 24 hours to join American peer Micron Technolog...
My friend, 62, earns $20,000 a year. Should she take So...
“I calculated her break-even point to be around age 78.”
Why this fund manager who was an early proponent of Nvi...
T. Rowe Price’s Tony Wang is looking AI for bottlenecks and finding them, and also sees returns in space and light.
‘I feel like I’m living a lie’: My husband and I preten...
“I’ve found that acting ‘normal’ means others treat me like one of the group.”
China’s next export shock walks on two legs — and costs...
Beijing is funding humanoid robots to slash Chinese factory costs and build a competitive advantage.
‘The timing couldn’t have been better’ for investors in...
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 ...
OpenAI’s biggest problem isn’t AI safety. It’s Sam Altm...
‘Conflict-averse’ CEO has built a culture of groupthink — and a massive corporate liability,
The market isn’t fully pricing in a peace deal yet, as ...
Since the start of the war in Iran, investors have favored U.S. stocks over international equities, but a deal could help to reduc...