Markets The speed of the move in semiconductor stocks is stunning. (howardlindzon.com) Markets (and the world) just seem to move faster these days. (downtownjoshbrown.com) Finance Why Jane Street is betting big on AI. (wsj.com) Bain Capital’s buyout...

Stay in touch In the business of financial advice? 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 A look at the...

Autos How Carvana ($CVNA) plans to sell new cars. (cnbc.com) Lyft ($LYFT) and Uber ($UBER) prices for the same ride can differ dramatically. (consumerreports.org) Uber ($UBER) AVs are coming to Houston. (techcrunch.com) Waymo Waymo has a construction...

Markets How markets have performed under different Fed chairs. (chartkidmatt.com) Mid-cap industrial stocks are at all-time highs. (trendlabs.com) Why is volatility contained? (etf.com) Fund management How indexing took hold in bond funds....

Degens Is degen behavior becoming embedded and normalized? (fa-mag.com) Strategy ($MSTR) has a Stretch ($STRC) problem. (ft.com) Strategy Baby Boomers aren’t going to crash the stock market. (awealthofcommonsense.com) Rules of thumb work until...

Books An excerpt from “The Octopus Organization: A Guide to Thriving in a World of Continuous Transformation” by Phil Le-Brun and Jana Werner. (annieduke.substack.com) An excerpt from Ian Bogost’s forthcoming book, “The Small Stuff: How...

Strategy Most stocks aren’t worth owning. (morningstar.com) How allocators should think about AI. (capitalallocators.com) Fund management The fund management business continues to concentrate assets in the top firms. (pionline.com) Why the...

Podcasts Daniel Crosby talks with Douglas and Heather Boneparth, co-authors of “Money Together.” (standarddeviationspod.com) Sam Parr and Shaan Puri talk with Barry Ritholtz, author of “How NOT to Invest.” (youtube.com) Wealth The...

Markets An industry has already built up around SpaceX ($SPCX) derivatives. (axios.com) The AI boom is being fueled by debt. (axios.com) Strategy Sometimes models just stop working. (ofdollarsanddata.com) Seven lessons from the SpaceX ($SPCX)...

Prediction markets Prediction markets are not above manipulation. (iai.tv) Prediction market arbitrage opportunities are drying up. (nytimes.com) Research The historical performance of IPOs isn’t great. (novelinvestor.com) Why dividend investors...