Mag 7 The Mag 7 era for markets is over. (chartkidmatt.com) CDS spreads for the Mag 7 companies are on the rise. (apollo.com) Strategy Tony Isola, “Never confuse an unavailable price for a lack of volatility.” (tonyisola.com) Do retail...

Podcasts Christine Benz and Amy Arnott talk with Brett Arends about making your money last in retirement. (morningstar.com) Chris Hill talks with Blair duQuesnay about not screwing up your money. (blairbellecurve.com) Joe Davis talks with Barry Ritholtz...

CXMT Memory maker CXMT is now public. (cnbc.com) Local governments are the big winners with the CXMT IPO. (ft.com) Japan Japan’s boom and bust may be the most interesting in financial history. (awealthofcommonsense.com) Japan is now facing...

Private equity PE made a mistake benchmarking against the stock market. (ft.com) Data on the performance of PE megafunds. (pitchbook.com) AI How close are we to fully autonomous portfolios? (rpc.cfainstitute.org) How AI will unbundle asset...

Podcasts John Manganaro and Sean Allocca talk longevity and aging with Jon Sabes. (youtube.com) Thomas Kopelman reviews the state of estate planning with David Haughton. (podcasts.apple.com) Jack Forehand and Justin Carbonneau talk with Wes Gray at...

Markets Higher real yields are acting like competition for stocks. (trendlabs.com) Market indicators often work until they don’t. (humbledollar.com) What ISN’T working in this market environment? (awealthofcommonsense.com) AI Keeping up with...

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Autos The Cybertruck is a flop. (futurism.com) The stick shift is nearly dead. (msn.com) Americans are snapping up hybrids. (wired.com) Expanded EV use has made for cleaner Beijing air. (reasonstobecheerful.world) Transport Too many guardrails need...

ETFs Michael Batnick talks with James Seyffart of Bloomberg Intelligence about the explosion in leveraged ETFs. (youtube.com) More than half of new ETF launches in 2026 are single stock. (ft.com) Eric Balchunas and Joel Weber speak with James Seyffart...

Markets Can the market absorb more IPOs? (marketwatch.com) Rising Treasury rates make for better competition for stocks. (tmcresearch.com) The stock market is calm on the surface, churning underneath. (axios.com) Prediction markets Is Wall Street going to...