Markets Gold is well off its highs. (axios.com) Semiconductor stocks have taken a hit from their highs. (semafor.com) ASML Holding ($ASML) is Europe’s most valuable company, ever. (bloomberg.com) When do rising interest rates start to...

Books A look at Tyler Goodspeed’s “Recession: The Real Reasons Economies Shrink and What to Do About It.” (worksinprogress.news) Joe Weisenthal and Tracy Alloway talk with Brendan Greeley, author of “The Almighty Dollar: 500 Years of...

Markets Five thoughts about the stock market including the surge in earnings. (ritholtz.com) Investors are constantly having to learn new vocabulary. (trendlabs.com) Finance Citadel wants to pay other hedge funds for ideas. (finance.yahoo.com) AlphaSense...

Podcasts Barry Ritholtz talks with Jason Zweig and William Bernstein about their late friend Jonathan Clements, author of “Money and Me.” (ritholtz.com) Jim Dahle talks with Ben Carlson, author of “Risk and...

Strategy There is no one perfect way to invest. (awealthofcommonsense.com) There is no obligation to performance chase. (behaviouralinvestment.com) The case for investing in family-led companies. (mastersinvest.com) IPOs How the IPO market stacks up in...

Research Default options matter. (alphaarchitect.com) An allocation is not the same thing as exposure. (markovprocesses.com) A handful of stocks drive overall stock market performance. (wealthmanagement.com) How models can help identify losing...

May 2026 The S&P 500 returned 5.26% in May 2026. (on.spdji.com) How major asset classes performed in May 2026. (capitalspectator.com) IPOs Anthropic has filed to go public. (techcrunch.com) Investors are finding new ways to get into pre-IPO...

Podcasts David Armstrong talks with Marty Bicknell, president and CEO of Mariner Wealth Advisors. (wealthmanagement.com) Kunal Kapoor talks with Leyla Kunimoto of Accredited Investor Insights. (morningstar.com) Jonathan Boyar talks with Josh Brown and...

Markets There’s little sign of stress in the financial markets. (trendlabs.com) Why the stock market often seems to defy common wisdom. (tker.co) Podcasts Patrick O’Shaughnessy talks with Dan Loeb of Third Point game. (youtube.com) Jon...

Stay in touch Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up for the weekly Talking Wealth newsletter. (talkingwealthpod.com) Top clicks this week Just how much AI is driving...