February 2026 The S&P 500 fell 0.76% in February 2026. (on.spdji.com) How major asset classes performed last month. (capitalspectator.com) Companies What makes for a ‘HALO’ stock? Think in-person. (downtownjoshbrown.com) Greg Abel is...

Podcasts Michael Batnick talks private credit stress with Brian Moriarity, Principal at Morningstar. (youtube.com) Brendan Frazier talks with Meghaan Lurtz about the power of experiments in financial planning. (podcasts.apple.com) Brian Adams talks with...

Prediction markets Another war, another likely case of insider trading. (theblock.co) Polymarket is all in on Iran-related markets. (coindesk.com) Netflix Netflix ($NFLX) is cashing a $2.8 billion consolation prize. (wsj.com) The best way to win a bidding...

Stay in touch Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com) Top clicks this week Why...

AVs Wayve just raised a $1.2 billion funding round. (techcrunch.com) Waymo now operates in 10 cities and is planning further expansion. (axios.com) What’s going on with Tesla’s ($TSLA) robotaxi efforts? (sherwood.news) Why Uber ($UBER) bought...

ETFs Trading costs matter, even for indexed ETFs. (wsj.com) Why you shouldn’t put illiquid assets into an ETF, the case of the ERShares Private-Public Crossover ETF ($XOVR). (morningstar.com) Warner Bros. There’s little argument that...

Viewing How TBPN redefined the technology talk space. (newyorker.com) Netflix ($NFLX) is playing hardball with stand-up comedians. (deadline.com) AI Meb Faber talks with Prof. Aswath Damodran about the AI spending boom. (podcasts.apple.com) Matt Zeigler...

Markets The media has picked up on the degen theme. (trendlabs.com) Once something has been packaged into an ETF, a theme is probably played out. (monevator.com) What does ChatGPT know about recent market moves? (morningstar.com) IPOs Nasdaq ($NDAQ)...

Books David Epstein talks with Bill Gurley, author of “Runnin’ Down a Dream: How to Thrive in a Career You Actually Love.” (davidepstein.substack.com) Five insights from Robert Sampson’s new book, “Marked by Time: How Social Change...

Markets Consumer staples now trade a premium to the Mag 7. (chartkidmatt.com) Emerging market equities have undeperformed U.S. stocks for well over a decade, until now. (stockmarketmedia.com) Financial stocks have given up all their relative...