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This Week on The Compound

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Porterhouse is a concentrated, factor-based momentum strategy available to clients of Ritholtz Wealth Management. Click below to learn more about investing in Porterhouse and becoming a client of Ritholtz.
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Important: Porterhouse is a concentrated, higher-risk investment strategy. Concentrated portfolios hold fewer securities than diversified portfolios and may experience greater volatility and larger losses. Momentum investing involves the risk of sharp, sudden strategy reversals. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results."

EPISODES

On TCAF this week Josh and Michael spoke with returning guest Brian Belski, Founder, CEO and CIO of Humilis Investment Strategies. They discussed broadening market leadership, the tech stock rotation, small and mid-caps (SMID), more volatility on the horizon, and the potential to avoid a SaaSpocalypse. (Listen)

INSIDE THE COMPOUND

One big topic in personal finance is reaching ‘your number.’ That is what amount of assets do you need to live the life you desire. Ben Carlson on Ask the Compound and at A Wealth of Common Sense on what it means today to have $1 million and why it matters where you live. Nick Maggiulli at Of Dollars and Data looks at whether you can live on the interest of $5 million in T-bills. He writes:

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Getting to $5M is hard. Only 4% of U.S. households (across all ages) have this much net worth or more (based on the latest data). But getting to $5M and putting it in T-Bills demonstrates extraordinary financial discipline. It is this discipline that is the real asset, not the $5M.

Nick Maggiulli

CHART OF THE WEEK

Source: Chart Kid Matt

The stock market couldn’t get enough of the Mag 7 stocks over the past few years. How times have changed. Matt Cerminaro at Chart Kid Matt shows that in 2026 the stock market has favored just about everything but the Mag 7. Go figure.

MERCH

Summer is officially here, so grab a Compound Serif hat to help the keep the sun out of your eyes. You can always check out all our merch at idontshop.com.

COMING UP

Next week on TCAF, Josh and Michael will be joined by returning guest Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset Management.

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