Podcasts Joe Weisenthal and Tracy Alloway talk with Jonathan Heathcoate, co-author of the paper “A Macroeconomic Perspective on Stock Market Valuation Ratios.” (podcasts.apple.com) Pierre Daillie and Mike Philbrick talk portfolio buildling...

Crypto Strategy ($MSTR) purchased more Bitcoin. (theblock.co) Bitmine ($BMNR) purchased more Ethereum. (theblock.co) Companies Intel ($INTC) stock is having a moment. (msn.com) AI is messing with the terminal values of software companies....

Podcasts Ian Wenik and Alex Steger talk with Michael Batnick about internal succession and private credit. (citywire.com) Meb Faber talks private equity with Owen Lamont, a Portfolio Manager at Acadian Asset Management, and Randy Cohen, a finance...

Apple Apple ($AAPL) is testing smart glasses. (9to5mac.com) A look at the iPad 16 years in. (asymco.com) Autos Costco ($COST) is building standalone gas stations. (thedrive.com) Why Ferrari’s ($RACE) moat is unique. (wsj.com) Drones Ukrainian drones...

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

EVs A flood of off-lease EVs are coming to the market. (arstechnica.com) Some tips on switching to an EV. (wsj.com) EV charging away from home still kinda sucks. (axios.com) Energy Ukraine’s drones are putting a dent in Russia’s oil...

Markets TIPS are trading at historically high levels. (wsj.com) Momentum has outperformed since the start of the Iran war. (capitalspectator.com) Roundhill Memory ETF ($DRAM) is off to a fast start. (etf.com) Companies What Greg Abel, the new CEO of...

Fund management Diversification is a shock absorber for Blackrock ($BLK). (wsj.com) Asset management is going to look very different in ten years. (philbak.substack.com) Prediction markets Joe Weisenthal and Tracy Alloway talk with Thomas Peterffy,...

Books Five insights from “How to Disagree Better” by Julia Minson. (nextbigideaclub.com) Five insights from “Hard Feelings: Finding the Wisdom in Our Darkest Emotions” by Daniel Smith. (nextbigideaclub.com) Companies Is Disney...

Markets Some highlights from Q1 returns including a big move in energy stocks. (novelinvestor.com) Most investors come up with a theory and then look for evidence. (chartkidmatt.com) Pictures of the moon are quite a contrast to the mess here on...