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)...

Stay in touch Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Top clicks this week The Mag 7 era for markets...

Autos Ford ($F) wants buyers to customize their vehicles. (cnbc.com) These drivers go out of their way to avoid new tech. (wsj.com) What it’s like to drive the Slate Truck. (engadget.com) We need AV data from more companies than just Waymo....

Yields 30-year Treasury yields are pushing to pre-GFC levels. (apollo.com) Pay attention to yields, not what the Fed says. (trendlabs.com) Strategy Momentum investing is not for the weak of heart. (awealthofcommonsense.com) Risk management is a...

Markets The 30-year Treasury yield is at its highest level since 2007. (cnbc.com) The equal-weighted S&P 500 is at a new all-time high. (allstarcharts.com) The KOSPI meltdown is impressive. (mrzepczynski.blogspot.com) Strategy Allocators are...

Books Brett McKay talks with John Richardson, co-author of “Never Settle: Persuasion and Negotiation Skills to Get What You Want.” (artofmanliness.com) Five insights from Roopika Risam’s new book, “Data Empire: The Power of...

Mag 7 The Mag 7 era for markets is over. (chartkidmatt.com) CDS spreads for the Mag 7 companies are on the rise. (apollo.com) Strategy Tony Isola, “Never confuse an unavailable price for a lack of volatility.” (tonyisola.com) Do retail...

Podcasts Christine Benz and Amy Arnott talk with Brett Arends about making your money last in retirement. (morningstar.com) Chris Hill talks with Blair duQuesnay about not screwing up your money. (blairbellecurve.com) Joe Davis talks with Barry Ritholtz...