Markets Is a meme stock moment ever possible again? (barrons.com) The boost in corporate margins is all coming from tech. (apolloacademy.com) Beware interest in brokerage stocks. (acadian-asset.com) Strategy Everywhere you look you see signs of...

Also on the site Is enshittification the driver of higher corporate profit margins? (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) The U.S. has become a riskier place to do...

Autos How EV batteries are holding up in real life. (newatlas.com) How the spreads of EVs will affect home prices. (klementoninvesting.substack.com) BYD EV sales are taking off in Mexico. (bloomberg.com) The Lucid Air is the most aerodynamic car on...

Markets There is a bull market in bombs and ammo. (ft.com) Still no signs of stress in the high yield bond market. (stockmarkettv.com) IPOs Crypto companies, like BitGO ($BTGO), are still going public. (wsj.com) EquipmentShare.com ($EQPT) just went...

Listening People are looking for ways to condense down (too) long podcast episodes. (bloomberg.com) Ben Smith and Max Tani talk with Stephen Dubner of Freakonomics fame on the future for long form podcasting. (semafor.com) AI Nick Bilton, Dick Costolo,...

Markets Bond markets are distinguishing between debt on hyperscalers and industrials. (apolloacademy.com) Highly shorted stocks are seeing a bid. (giftarticle.ft.com) Strategy Six lessons learned from Warren Buffett’s investing career...

Books Annie Duke talks with Judd Kessler, author of “Lucky by Design: The Hidden Economics You Need to Get More of What You Want.” (annieduke.substack.com) An excerpt from “Everybody Loses: The Tumultuous Rise of American...

Podcasts Jim Dahle talks with Christine Benz about the psychology of retirement. (whitecoatinvestor.com) Shane Parrish talks with Morgan Housel, author of “The Art of Spending Money.” (fs.blog) Paula Pant talks with Barry Ritholtz about...

Markets Small caps are leading YTD. (stockmarketmedia.com) Japanese government yields continue to soar. (ft.com) Strategy Why market timing is so difficult. (ofdollarsanddata.com) Five questions for Warren Buffett as he retires. (kingswell.io) Crypto...

Research Alpha is a conditional measure. (papers.ssrn.com) Are S&P 500 deletions predictable? (larryswedroe.substack.com) The median biotech stock loses investors money. (mailchi.mp) Investors focus on different corporate...