Markets Stocks can’t generate high returns indefinitely. (morningstar.com) How industry P/Es reacted during the brief market downturn. (chartkidmatt.com) Crypto Why does Tether make things so complicated? (ft.com) A look at some crypto company IPOs...

Podcasts Barry Ritholtz talks with Morgan Housel, author of “The Art of Spending Money.” (ritholtz.com) Christine Benz and Amy Arnott talks with Dan Haylett about secrets to maximizing well-being later in life. (morningstar.com) Retirement...

The world loves David vs Goliath stories since ancient times. Especially where the Goliath recovers from a challenge by a David and goes on the offensive. Think ‘The Empire Strikes Back’ for example, as I wrote about over two years ago. And yes, Google...

Good afternoon… The ‘inbox wins’ is a theme of mine (and Ethan Berk) who is our analyst. In the public markets, Google is my inbox investment. In our Socialleverage.com funds we have made a bunch of successful inbox investments over the years and two...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market rebounded a bit Tuesday, the S&P 500 sitting nearly 2% from all-time highs after fresh AI spend news from the Mag 7 sent prices rebounding. *The ST Sentiment Score & Message...

Presented by CLOSING BELLGoogle’s Black Friday Chip Deals The market rebounded a bit Tuesday, the S&P 500 sitting nearly 2% from all-time highs after fresh AI spend news from the Mag 7 sent prices rebounding. The Dow climbed without Nvidia,...

OVERVIEW Risk Is Tiptoeing Back In While Volatility Checks The Door Locks 🥷 Before we dive in, here’s today’s crypto market heatmap: Source: Santiment And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView...

Strategy Just because there may be evidence, doesn’t mean every investment decision is straightforward. (behaviouralinvestment.com) Revisiting the railway bubble. (awealthofcommonsense.com) Crypto The digital asset treasury company trade is going...

MSCI, sports betting contagion, sports hedging, bad passwords are not securities fraud, Napster and Grok.

Round-ups A round-up of recent research including ‘Corporate Earnings Calls and Analyst Beliefs.’ (alphainacademia.substack.com) A round-up of recent research including ‘The Tranching Dilemma. A Cost-Aware Approach to Mitigate...