Markets Gold has given up all its 2026 gains. (axios.com) Oil prices are back down to pre-war levels. (semafor.com) Bitcoin is well off its highs. (ft.com) Fund management Activist investors are on a cold streak. (semafor.com) The State Street SPDR...

Books Five insights from “How to Win a Trade War: An Optimistic Guide to an Anxious Global Economy” by Soumaya Keynes and Chad Bown. (nextbigideaclub.com) A Q&A with Cory Doctorow about his book, “The Reverse Centaur’s Guide to...

Markets Korean memory maker SK Hynix wants to sell stock on the Nasdaq. (renaissancecapital.com) Micron ($MU) earnings have gone vertical. (axios.com) Strategy An investor’s first job is to avoid ruin. (safalniveshak.com) Why retail traders love...

Podcasts Brett McKay talks with Derek Coburn, author of “Let’s Retire Retirement.” (artofmanliness.com) Russ Roberts talks with Benjamin Todd, author of “80,000 Hours: How to Have a Fulfilling Career That Does Good.”...

Markets What happens to the Mag 7 when the big AI companies are public? (ft.com) IPOs and secondary sales highlight a shift in the market environment. (theatlantic.com) How the end of cheap capital changes things. (hbr.org) Strategy Global stock market...

Research How to teach AI to invest better. (elmwealth.com) Models change. Why it’s important to understand the reasons why. (rpc.cfainstitute.org) No matter how you look at it, active funds have underperformed. (morningstar.com) Does HFT actually...

Markets SpaceX ($SPCX) stock is well off its highs. (futurism.com) SK Hynix has topped Samsung to become South Korea’s most valuable company. (wsj.com) Strategy Don’t kid yourself. You are not going to get rich calling market tops and...

Podcasts Ben Johnson talks semiliquid funds with Brian Moriarty and Jack Shannon. (morningstar.com) Peter Lazaroff talks with Cameron Passmore of PWL Capital about the importance of scale in firm building. (peterlazaroff.com) Kyle Van Pelt talks with...

Markets The speed of the move in semiconductor stocks is stunning. (howardlindzon.com) Markets (and the world) just seem to move faster these days. (downtownjoshbrown.com) Finance Why Jane Street is betting big on AI. (wsj.com) Bain Capital’s buyout...

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