Markets Non-US markets are sitting at all-time highs. (trendlabs.com) Defensive stocks led the way in January 2026. (on.spdji.com) Vanguard A look at the Vanguard fund fee reductions. (morningstar.com) Is Vanguard doing enough to solve service and...

Hedge funds How (successful) hedge funds generate alpha. (rupakghose.substack.com) Don’t let the name fool you, most hedge funds don’t hedge. (mrzepczynski.blogspot.com) Research Narratives matter in financial markets....

Markets How major asset classes performed in January 2026. (capitalspectator.com) What’s going on with the dollar? (ritholtz.com) Prediction markets The CBOE ($CBOE) wants to bring back binary options. (wsj.com) Polymarket is explicitly banned in...

Podcasts Michael Kitces talks with Blair duQuesnay of Ritholtz Wealth about best serving UNHW clients. (kitces.com) Brendan Frazier on why clients struggle to follow through and what Advisors can do to change that. (podcasts.apple.com) Ben Carlson...

Markets The S&P 500 rose 1.45% in January 2026. (on.spdji.com) A look at just how crazy the silver market was this week. (rcmalternatives.com) The AI rollout is going to have a lot of downstream effects for companies. (tker.co) Prediction...

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Tesla Tesla ($TSLA) is going to stop making the Model S and Model X. (sherwood.news) Does Tesla ($TSLA) still have an interest in manufacturing cars? (wsj.com) Autos Automakers really want to push ads onto info screens. (sherwood.news) Uber ($UBER)...

Finance On the high costs of gaining access to pre-IPO companies. (wsj.com) Why London serves as a global startup hub. (economist.com) How a loan goes from 100 cents on the dollar to default in weeks. (wsj.com) Kalshi is fighting legal battles on a number...

Alternatives Justin Carbonneau and Kai Wu talk private equity with Dan Rasmussen of Verdad Advisers. (excessreturnspod.com) Jeff Ptak and Amy Arnott talk alts with Leyla Kunimoto, founder and editor of Accredited Investor Insights. (morningstar.com)...

Markets The junk bond market has become a lot less junky. (morningstar.com) Platinum and palladium are joining in on the metals boom. (etf.com) Defense investment is ‘no longer a dirty word’ in Europe. (giftarticle.ft.com) Crypto ETFs are...