Since 2024, asset markets have been flooded with $15 trillion in liquidity in the name of financial stability. This has made rich people richer, thus creating political INstability. YouTube: www.youtube.com/live/Ra3-FQq... Spotify: open.spotify.com/episode/6uBr...

Robinhood was the best stock in the S&P 500 this year, up 220% - one of our biggest surprises of 2025. Sam Ro @tker.co reveals The Street’s outlook for 2026 and more! YouTube: www.youtube.com/live/P5vi8Fe... Apple / Spotify: podcasts.thecompoundnews.com/show/TCAF/th...

No, the poverty line isn’t $140,000. It’s also probably not $30,000 either. Sanity check from Nick Maggiulli ofdollarsanddata.com/no-the-pover...

It’s like magic - all those bears who warned about high concentration in the stock market among the AI stocks have just vanished as the rest of the S&P carries us to new highs into year-end. Where’d you go? I miss you so. Seems like it’s been forever. That you’ve been gone. Please come back home 😂

The robo-advice era is over. Now it’s just advice. Some companies deliver it digitally. Some deliver it digitally with human assistance. Some deliver it humanly but with digital assistance. The more things change, the more they never actually do. www.downtownjoshbrown.com/p/the-war-is...

Who's going to get Warner Bros and HBO Max - Netflix or Paramount? Which Kevin is leading the Apprentice: Federal Reserve this season? @williamdcohan.bsky.social on an all-new TCAF! YouTube: www.youtube.com/watch?v=obaC... Podcast: podcasts.thecompoundnews.com/show/TCAF/bu...

Of all the reasons not to remain invested in stocks over the last three years, the “it’s only seven stocks holding up the market” trope has been the dumbest one. Those "concentration bears" have really steered you wrong. I'm taking no prisoners today. www.downtownjoshbrown.com/p/the-concen...

It's the crossover you didn't even know you NEEDED - our friends @weisenthal.bsky.social and @tracyalloway.bsky.social of the Odd Lots podcast on today's new TCAF YouTube: www.youtube.com/watch?v=UhpU... Spotify: open.spotify.com/episode/2pXl... Apple: podcasts.apple.com/us/podcast/i...

Look out below.

Wall Street's strategists are too cautious on the year ahead's stock market returns 70% of the time - @mattcerminaro.bsky.social chartkidmatt.com/p/25-years-o...

$1 million dollar lump sum of $1,000 a week forever? www.youtube.com/live/X-rNgca...

With a $125 billion market cap, $15 billion in cash, 27 million funded client accounts, Robinhood has big plans to continue its wave of disruption. Vlad Tenev on today's TCAF Apple podcasts.apple.com/us/podcast/i... Spotify open.spotify.com/episode/1IVl... YouTube www.youtube.com/watch?v=Db2C...

$39.99 a month

Rough day for the crackhead wing of the investor community

Art Basel

These are the THREE biggest investing lessons of 2025 and the most important idea you need to understand about business going into 2026. Huge thanks to Nick Colas and Jessica Rabe @datatrekresearch.bsky.social for crushing it with us all year. www.youtube.com/watch?v=tHgA...

“I’m investing in AI stocks” used to be a thing you could say and everyone would know exactly what you meant. You’re buying the Mag 7 minus Apple, adding in Broadcom, Oracle, Dell and IBM. I think it’s not going to be so simple in 2026... www.downtownjoshbrown.com/p/we-got-our...

Knicks are playing. Let me check all six apps they might be on to find the game.

Why Oil could surprise investors next year the way Gold did in 2025. Our friend Peter Boockvar dropped by for a very special Thanksgiving edition of The Compound and Friends YouTube www.youtube.com/watch?v=aaCt... Apple podcasts.apple.com/us/podcast/w... Spotify open.spotify.com/episode/6XLe...

Five years ago in November of 2020, Ed @yardeniresearch.bsky.social coined the phrase “Roaring 2020’s" as his forecast for the decade. Good call. Ed stopped by tonight to lay out his case for S&P 500 10,000 by year-end. Real people on The Street listen to Ed. www.youtube.com/watch?v=wCki...

Home prices are actually moderating. I understand that politically and emotionally many people don't want to hear it. In some places, they are outright falling. Of course there are exceptions. The anecdote about the home you just bid on is not invalidated by this data, so try to calm down.

AI assistant asked if we're having a christmas party

The Flying Car Moment is Now Months Away Charles Lemonides stopped by fresh from the Dubai Air Show. As a shareholder in Joby Aviation, I was very excited to hear all about it. We may be seeing the first eVTOL taxi service in the UAE by the second half of 2026. www.youtube.com/watch?v=vaZF...

We haven’t had a meaningful bear market in nearly 20 years. You might think “surely, this must end soon.” Historically, you would be wrong about the *must* part. The length of a bull market doesn’t have to obey your feelings or mine. Chart @mattcerminaro.bsky.social via @bencarlson007.bsky.social

my weekends are all naps, walks and treats. Basically I’m a dog.

There were only 9 companies on earth with a market value over $1 trillion. Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta, Saudi Aramco, Broadcom, Berkshire and Tesla. On Friday, a 10th name joined the list. Eli Lilly, welcome to the Trillion Dollar Club www.biopharmadive.com/news/eli-lil...

I don’t like when the storylines converge this early in the season.

No one is completely immune to the Fear Of Missing Out. Today's lesson is that there is a cure for FOMO and that cure is available to everyone, free of charge. All you have to do is stick around for awhile and watch. Brand new: www.downtownjoshbrown.com/p/the-cure-f...

The thing I never understood about crypto markets is why everyone needs to be so utterly and completely leveraged. As though it wasn’t already a big enough bet or a volatile enough instrument. Someone told me “Josh, they’re gamblers, it’s in their nature. That’s it.” I said “that can’t be it.”

👀

The Carlyle Group took its name from the old New York hotel where its founders held their meetings The Blue Owl took its name from the tavern where Hobbits hid out from the Nazgûl and eventually met Aragorn.

Only one thing can stop the AI crash www.youtube.com/live/ZLu8MQU...

Today on an all new LIVE episode of The Compound and Friends, our special guest Joe Terranova joins us to discuss the number one question on investors' minds today YouTube: www.youtube.com/watch?v=pUFK... Podcast: podcasts.thecompoundnews.com/show/TCAF/qu...

🚢 “Titanic” signal flashing for US stocks 🚀 Elon’s so-called “trillion dollar” pay package 👩‍🔬 Too early for investing in quantum computing stocks 🎰 Schwab vs Robinhood vs Polymarket vs Draftkings 📈 Too many K-Shaped Economy articles brand new What Are Your Thoughts: youtu.be/bBuk-KpZrlw

I used to think recession was the absolute worst thing that could happen because recessions do economic damage, harm household finances, break up marriages, cause alcoholism and suicides and could potentially lead to depressions. I don’t think that anymore. www.downtownjoshbrown.com/p/there-s-so...

Eric Jackson and the Search for the Next 100 Bagger an all new The Compound and Friends is now ready for your inspection! YouTube: www.youtube.com/watch?v=vEXb... Podcast: podcasts.thecompoundnews.com/show/TCAF/er...

More than a third of S&P 500 stocks are down over 20% from their year highs. You wouldn't know it because of how well Apple and Nvidia are doing. Some really high profile names like Lululemon, Nike, Chipotle, UPS and more are getting absolutely annihilated right now. www.youtube.com/watch?v=zT1p...

My friend Brian Belski said S&P 7,000 last November as his 2025 year-end target. And we’re there. Here’s what he thinks now and why he’s more excited about Midcaps and dividend growers vs the Mag 7 trade. Brand new! Just dropped on YouTube 🐐 youtu.be/9L4sxWG1tds?...

Roger Lowenstein explains why Executive Branch capture of the Federal Reserve virtually guarantees a future inflation problem. Especially this time. rogerlowenstein.substack.com/p/dont-let-t...

These are the most extraordinary companies in history www.downtownjoshbrown.com/p/the-most-e...

Thanks to Alex Kantrowitz for bringing his insider’s perspective on all the key storylines for Tech Earnings Week. He absolutely crushed the appearance. All new What Are Your Thoughts? now up! www.youtube.com/live/5YoSuAd...

Let’s go! YouTube: youtu.be/Ne0YUQ1GDwo?... Spotify: open.spotify.com/episode/7c2G...

5pm youtube.com/playlist?lis...

New York has 14 professional sports teams and all of them lost today.

@sonalibasak.bsky.social absolutely crushed her first TCAF appearance- get ready to learn a lot about what’s really happening in finance these days. YouTube: youtu.be/RZEhwdSYIos?... Spotify: open.spotify.com/episode/2BWe...

The Stock Market Booms While No One Can Get a Job Warner Bros puts itself (and Superman) up for sale Netflix earnings are out Michael and I are going IN on the events of the week. Join us for the live chat, the whole Pound will be there. www.youtube.com/watch?v=Idxd...

Wayne’s World was the first ever podcast.

If historical patterns hold, we haven’t seen the highs for the year just yet. My friends Jessica Rabe and Nick Colas came by today for a look at the stock market opportunity from here. youtu.be/GLu_RhhEHhI?... @datatrekresearch.bsky.social