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BlackRock - $BLK

Founders 100 ETF portfolio manager: founder-led stocks beat the S&P by 3x over 30 years
6 principles: why founder-led stocks aren't just a tech bet, how 11,000 names get cut to 100, the 7.5% cap, and the 90-day rule that ends a position
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BlackRock's fixed income CIO: the Fed will hike, and it will not touch inflation
9 calls: What 100bps of rate rises costs the US government, the 7.2% he is getting inside three years, and why he now grades equities a B minus
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BlackRock's US wealth head: 55,000 advisors now ask it to build the portfolio
7 arguments: What the Anthropic tie-up actually is, the four acquisitions sitting behind one custom portfolio, and why she says the advisor is running…
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VanEck CEO: the air is coming out of the AI trade, and he is still overweight semis
8 calls: The yield he asks advisors would get them into the 10-year, why he says gold is an Asia trade rather than an inflation trade, and his verdict…
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Scott Kalb: the 40 biggest return forecasts leave climate out and overstate returns
16 takeaways: What a climate-adjusted return forecast looks like, why 60-70% of the inputs are backward-looking, and the question every asset owner…
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Gina Heeb: banks lobbied against stablecoins and are now launching one defensively
4 takeaways: What a bank-run stablecoin is actually used for today, the tokenized-deposit answer that did not hold, and why BlackRock and DoorDash…
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Kristy Akullian: AI fundamentals rose faster than prices, so the trade got cheaper
6 takeaways: Why second-quarter earnings raised her conviction, the dividend fund she says moves opposite semiconductors, and why she leans on bonds…
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Wei Li: US tech trades on the same multiple as the rest of the market, so no bubble yet
16 takeaways: Why she is underweight long-dated Treasuries, the internal AI tool BlackRock will now name, and the word she wants investors to start…
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Adam Posen: Warsh's speech was a B-minus, and the Fed just guided itself into a hike
11 takeaways: Why he expects Fed funds 75bps to 100bps higher in 6 months, what breaks if the hike never comes, and the task force he says will surprise…
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CJ Muse: TSMC is sold out until 2029, and he thinks AI spending runs to 2030 minimum | Bloomberg Surveillance
Why Nvidia can meet only 70% of its 2027 demand, what the MediaTek and Hugging Face deals are actually buying, and the frontier models earning 90% of…
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Anthony Caruso: innovation is a core allocation, not a pinch hitter, and 25 stocks carry the whole thesis | Behind the Ticker
Why Nomura converted an eight-year separate account into an ETF, how a two-lens process cuts a universe down to twenty-five names, and where advisers…
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Imran Khan: Why Nvidia's circular revenue is already priced in at 15 times, what Jensen is really buying with those checks, and where he…
Why memory's story has gone from a 10 to an 8, what Seoul investors only wanted to ask about, why Salesforce's quarter is better than it reads, and who…
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