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The Big Picture — Barry Ritholtz·

Transcript: Rich Steinmeier LPL CEO on The Future of Financial Advice

The transcript from this week’s, MiB: Rich Steinmeier LPL CEO on The Future of Financial Advice, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ MASTERS IN BUSINESS Rich… Read More The post Transcript: Rich Steinmeier LPL CEO…

r/investing·

Anthropic's IPO: Can unprecedented revenue growth outrun 'irresponsibly large' investment?

Based on this review of Anthropic's S1, looks like the bull vs bear case is: How long do you extrapolate high, unprecedented revenue growth rates and customer retention rates? Do open models and current usage restriction trends become a…

Bullish
Hacker News Front Page·

Fujifilm to boost tape production 5x as AI fuels archiving demand

Article URL: https://arstechnica.com/gadgets/2026/10/fujifilm-to-boost-tape-production-5x-as-ai-fuels-archiving-demand/ Comments URL: https://news.ycombinator.com/item?id=50336918 Points: 519 # Comments: 221

Bullish
The Guardian Business·

Chinese cigarettes and Bolivian beer: the Amazonian town transformed by a rampant mining boom

Mayaya, once-remote, has become a hub for Chinese companies. But critics accuse them of exploitation and illegal exports The pork belly hits the oil with a sizzle, and a rich aroma of soy sauce and caramelising sugar fills the kitchen. Zhang Changchun, a middle-aged man from China’s Heilongjiang province, is cooking dinner for his friends on a warm evening in Mayaya, a small town in the Bolivian…

A Wealth of Common Sense — Ben Carlson·

Talk Your Book: Diversifying the AI Trade

On today's Talk Your Book we speak with Brian Griggs from Nuveen about how they help financial advisors build better portfolios, dealing with AI-related volatility, when to rebalance, the opportunity in bonds, private markets and more. The post Talk Your Book: Diversifying the AI Trade appeared first on A Wealth of Common Sense. ...

CNBC Markets·

Stocks making the biggest moves premarket: CrowdStrike, Rivian, Micron & more

These are the stocks posting the largest moves in early trading.

r/investing·

Reddit beat its guide and grew revenue 53%, then had its worst day ever (−29%). The 10-Q shows why: US daily users fell 5% in one quarter, all of it logged-out (search) visitors

Reddit reported Q3 after the close on 10/29. Against its own guide it beat again: revenue $895m (guide $860–870m), up 53% year over year; adjusted EBITDA $402m (guide $385–395m); net income $283m. The stock went from $129.60 to $91.73 on…

Bullish
NYT Business·

FIFA Quietly Paid Millions in Gianni Infantino’s Taxes

FIFA promises to disclose its executives’ compensation. But its under-fire president received tax benefits that were never made public, according to documents and interviews.

NYT Business·

Cracks in the A.I. Borrowing Binge

Investors are growing increasingly concerned about the debt-fueled spending spree at the heart of the artificial intelligence buildout.

BBC Business·

Ryanair says it may freeze workers' pay and raise airfares

The airline says fuel prices may rise by €2bn in 2028 unless there is an end to the US-Israel war with Iran.

Bullish
r/stocks·

South Korea targets ‘world’s highest performance’ sovereign AI model in record new $611B budget

Key Takeaways for Investors: Massive AI & Chip Investments: Total spending rises 12.8% YoY. 21.3T won ($16B) allocated for semiconductors, physical AI, and AI data centers; nearly double 2026 levels. 4.7T won ($3.5B) dedicated to…

Bullish
Marginal Revolution — Tyler Cowen·

Expensive Pharmaceuticals for Targeted Diseases

My latest paper, The Price of a Cure: Luxturna and the Economic Dilemmas of Precision Medicine, is in the Journal of Law, Medicine and Ethics. I discuss the economics of the pharmaceutical industry and the special issues that arise with targeted drugs that cure. We are going to get many more of these drugs in […] The post Expensive Pharmaceuticals for Targeted Diseases appeared first on Marginal…

The Big Picture — Barry Ritholtz·

10 Monday AM Reads

Welcome to November! Kick it off strong with our pre-election day morning reads: • What has caused the bad economic vibes, and does it actually matter? University of Michigan’s widely tracked index of American consumer sentiment this summer hit its lowest ever level, surpassing the lows seen in 2022, the global financial crisis of 2008,… Read More The post 10 Monday AM Reads appeared first on…

Bullish
Noahpinion — Noah Smith·

Anthropic’s moat is Claude

Stratechery — Ben Thompson·

Google Earnings, Facebook Déjà Vu, The Agent Play

Google's earnings miss looks a lot like Facebook's, and that's a credit to Google. The company is being more aggressive than they get credit for.

METAGOOGLBearish
The Guardian Business·

‘They assume the man next to me is the owner’: four women doing business in Africa in their own way

From feeding schoolchildren to recycling tyres, these entrepreneurs are challenging stereotypes while solving social and environmental problems Africa is thought to have a higher proportion of female entrepreneurs than any other continent and yet many still struggle to access financing. Four business leaders from Nigeria, Uganda, Kenya and Malawi tell us about the inspiration behind their…

NYT Business·

Binance Reports $3.64 Billion in Outflows as It Resumes Normal Transactions

The cryptocurrency exchange saw an immediate uptick in customer withdrawals, following the theft of $6.3 billion in tokens that has been linked to North Korea.

ECB Press·

Boris Vujčić: Integrated, open and resilient: Europe’s strengths in a fragmenting world

Klement on Investing·

Women are their own enemies

One of the things I observe with many women I work with is that they tend to be more reluctant to self-promote.

The Guardian Business·

What to look for if you’re buying a smart lock in the UK

More people are fitting keyless devices to their front door – but are they worth it and do they affect your insurance? As the nights draw in, thoughts turn to home security. A growing number of British homeowners are choosing to upgrade their front doors with tech-enabled “keyless” smart locks, which allow them to be opened by phone, fob, fingerprint or a number pad. But you need to make sure…

Bullish
CNBC Economy·

South Korea targets 'world's highest performance' sovereign AI model in record new budget

The 2027 budget will rise 12.8% to 820.9 trillion won, and will include a 21.3 trillion won investment into semiconductors, physical AI and AI data centers.

Bullish
Marginal Revolution — Tyler Cowen·

Should you feel grief for the dead who go to heaven?

I am not myself religious, but let us consider the possible gulf between behavior and doctrine amongst those who are. It has long struck me as a kind of mini-puzzle why people feel so much grief for the departed, at least for the departed who are supposed to be headed for heaven (and yes there […] The post Should you feel grief for the dead who go to heaven? appeared first on Marginal REVOLUTION.

Hacker News Front Page·

Japan's Jimi 'Mundane' Halloween Costumes of 2026

Article URL: https://spoon-tamago.com/japan-jimi-mundane-halloween-costumes-2026/ Comments URL: https://news.ycombinator.com/item?id=50333131 Points: 231 # Comments: 34

A Wealth of Common Sense — Ben Carlson·

A Bloodbath in the Stock Market?

There are a lot of stocks getting hammered right now. The post A Bloodbath in the Stock Market? appeared first on A Wealth of Common Sense. ...

Nathan Tankus·

Big news financial account heads! The Fed finally got rid of attributing hedge fund transactions to households in the financial accounts!!! cc/ @peark.es @weisenthal.bsky.social…

Big news financial account heads! The Fed finally got rid of attributing hedge fund transactions to households in the financial accounts!!! cc/ @peark.es @weisenthal.bsky.social @matt-levine.bsky.social @conorsen.bsky.social @bencasselman.bsky.social www.federalreserve.gov/releases/efa...

Marginal Revolution — Tyler Cowen·

As predicted, the ACA exchanges seem not to be stable

The average price of health insurance in the Obamacare marketplaces will rise by 13 percent next year, according to an analysis on Friday by KFF, the health research group. The Trump administration on Friday published new prices for 2027 in 30 states with markets managed by the federal government. Using that data and state figures, […] The post As predicted, the ACA exchanges seem not to be…

Bearish
Jason Furman·

Two students share their terrifying Halloween costumes with me. One went as David Laibson and one went as a much cooler version of me. Can you guess which is which?

Marginal Revolution — Tyler Cowen·

Sunday assorted links

1. Jakob Davidsen, The Individual and the Entire Tissue (song cycle). It is good. 2. The Oilers Entertainment Group pushed prices too high and here is what happened. 3. The “endless cruise” has ended. 4. Should driverless vehicles replace school buses? 5. Art Nouveau and more in Mexico City. 6. How are potential mathematicians responding […] The post Sunday assorted links appeared first on…

Bullish
Abnormal Returns·

Sunday links: economic failures

NYT Business·

As Political Ad Spending Skyrockets, Broadcast TV Remains King

Even though marketers have increasingly shifted their dollars to other media, local stations are reaping a bonanza during these midterm elections. Nowhere is this is more evident than in Texas.