ETFs Investors in crypto ETFs have seen disappointing returns. (morningstar.com) This ETF has essentially been wiped out. (etf.com) SpaceX Just how much SpaceX ($SPCX) is spending on capex. (tomtunguz.com) These investors bought what they thought were...

Books Meb Faber talks with Liaquat Ahamed, author of “1873: The Rothschilds, the First Great Depression, and the Making of the Modern World.” (podcasts.apple.com) Part 1 of a Q&A with Jack Raines, author of “Young Money: A Field Guide...

The stock market The U.S. stock market keeps shrugging off bad news. (axios.com) Higher individual stock volatility is being offset by increased dispersion. (acadian-asset.com) Situational Awareness A look at the commonality between hedge fund...

Podcasts Phil Bak talks with Meb Faber, author of “Investing in America: The Rise Of A 250-Year Bull Market.” (philbak.substack.com) Christine Benz and Amy Arnott talk with Ryan Frederick, about the intersection of place and healthy...

Companies Nvidia ($NVDA) has become a dividend stock. (advisorpedia.com) Whirlpool ($WHR) is struggling in this housing market. (wsj.com) Why the new Truth API won’t turn things around the finances of Trump Media ($DJT). (nymag.com) ETFs The...

Podcasts Corey Hoffstein talks with Stacy Mintz about the evolution of quant equity strategies at PGIM Quantitative Solutions. (flirtingwithmodels.com) Jeff Malec talks with Eric Crittenden, fouder and CIO at Standpoint Asset Management....

July 2026 The S&P 500 returned -0.06% last month. (on.spdji.com) How major asset classes performed in July 2026. (capitalspectator.com) Rates Treasury rates aren’t heading meaningfully lower absent a recession. (mrzepczynski.blogspot.com)...

Podcasts Christine Benz and Amy Arnott talk with Ryan Frederick, about the intersection of place and healthy longevity. (morningstar.com) Frazer Rice talks with Marguerite Lorenz about the job of a trustee. (youtube.com) Ben Carlson talks with Bob Pozen...

Markets Bank stocks are rallying. (trendlabs.com) How Japan’s stock market has changed over time. (apollo.com) In this market, big stocks are making really big moves. (awealthofcommonsense.com) Strategy On the limits of financial modeling. (tker.co)...

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