Markets 8 market lessons from 2025 including ‘Stocks are spending less time in the S&P 500.’ (tker.co) 2025 put a nail in the coffin of the ‘Bitcoin is digital gold’ argument. (economist.com) CPG stocks no longer seem to act as...

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Autos Expect continued expansion of robotaxis in 2026. (cnbc.com) Ford ($F) killed the All-Electric F-150. (wired.com) Chinese EVs are taking over Britain. (nytimes.com) Tesla Tesla ($TSLA) owners are wary of their (electronic) doors. (msn.com)...

Markets How did the ‘Sell America’ trade work out? (etf.com) Six simple ways to improve investment performance. (awealthofcommonsense.com) Degeneracy The line between gambling and investing has been obliterated. (barrons.com) Why...

Listening Netflix ($NFLX) is exclusively adding three Barstool Sports podcasts. (frontofficesports.com) Why are you now seeing so many more podcasters’ faces? (theatlantic.com) Host-read ads on video perform worse than on audio. (wsj.com)...

Finance Coinbase ($COIN) is launching stock trading and prediction markets. (cnbc.com) Charles Schwab ($SCHW) is shutting down Schwab Intelligent Portfolios Premium. (thedailyupside.com) Trump Trump Media ($DJT) is merging with a nuclear fusion company...

Books A review of “The Land Trap: A New History of the World’s Oldest Asset” by Mike Bird. (progressandpoverty.substack.com) An excerpt from Lawrence Yeo’s book “The Inner Compass.” (moretothat.com) Crypto The...

Strategy Investors are suckers for a good growth story. (behaviouralinvestment.com) Diversification as ‘survival insurance.’ (safalniveshak.com) Investors will only wait so long for a factor to pay off. (klementoninvesting.substack.com)...

Podcasts Peter Lazaroff on the important differences between index investing and factor investing. (peterlazaroff.com) Ben Carlson and Duncan Hill talk secular bull markets, asset allocation and bubble analogies with Jurien Timmer of Fidelity....

Books Three investment book recommendations including: “What I Learned About Investing From Darwin” by Pulak Prasad. (flyoverstocks.com) A positive review for Andrew Ross Sorkin’s new book “1929: Inside the Greatest Crash in...