Markets The stock market has powered through the war due to AI and semiconductors. (giftarticle.ft.com) Crazy markets can always get crazier. (awealthofcommonsense.com) Private assets KKR & Co. is injecting $300 million into a private credit fund...

Podcasts Michael Batnick talks with Michael Kitces about AI’s impact on wealth management. (youtube.com) Paul Richards and Joe Wiggins talk about the curse of knowledge and how to communicate complex information to different...

Markets The top 10 companies in the S&P 500 generate over a third of its earnings. (apollo.com) Have you checked out China’s stock market recently? (trendlabs.com) UK stocks are having a moment. (global.morningstar.com) Strategy Nobody...

Also on the site Don’t confuse something scarce for a novel asset class. (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (newsletter.abnormalreturns.com) Are you a financial advisor? Every Friday we send a...

Autos U.S. automakers have an aluminum problem. (wsj.com) Lidar is finding its way into new, non-AV settings. (nytimes.com) EVs EVs are making inroads in some surprising places. (nytimes.com) What Ford ($F) is doing to build a $30,000 EV...

Strategy Is the U.S. stock market now just a big bet on AI? (marginalrevolution.com) The problem with diversification: the worst performing asset classes bounce back when you least expect it. (rcmalternatives.com) Pundits love to cite rising national debt...

Markets South Korea’s tech heavy stock market is on a tear. (axios.com) What happens when you buy stocks that benefit from an autocratic regime, and then that regime loses power. (ft.com) Trading Kalshi just raised new capital at a $22...

Outside the Box An excerpt from David Epstein’s new book “Inside the Box: How Constraints Make Us Better.” (theatlantic.com) Five insights from David Epstein’s “Inside the Box: How Constraints Make Us...

Markets Samsung has joined the $1 trillion market cap club. (finance.yahoo.com) UK borrowing rates hit their highest level since 1998. (bbc.com) Strategy 10 lessons learned from Barry Ritholtz’s “How NOT to Invest.” (ritholtz.com)...

Retirement Why spending in retirement is such a psychological challenge. (whitecoatinvestor.com) Evidence that retirement is bad for your health. (ft.com) Why people are afraid to step back from work. (jordangrumet.substack.com) Aging Three questions to...