Markets How the stock market took over American balance sheets. (awealthofcommonsense.com) Just how good are analysts at estimating earnings? (chartkidmatt.com) Bonds The spread on SpaceX ($SPCX) bonds are widening out. (ft.com) The iShares 0-3 Month...

Podcasts Meb Faber talks with Joseph Moore, author of “How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t).” (youtube.com) Jon Erlichman talks with Barry Ritholtz about the biggest mistakes investors...

Market Market concentration is not necessarily a bad thing. (trendlabs.com) Why predicting the stock market is so difficult. (behaviouralinvestment.com) European investors are warming to the stock market. (klementoninvesting.substack.com) Data centers...

Research Home bias is a universal problem. (rpc.cfainstitute.org) If investors aren’t compensated for volatility risk, what are they compensated for? (morningstar.com) Bonds are a weak portfolio diversifier, at best. (alphaarchitect.com)...

Markets 2026 is the year of the momentum stock. (awealthofcommonsense.com) Apple ($AAPL) is trading like an anti-AI stock. (finance.yahoo.com) Leveraged ETFs are boosting volatility. (cnbc.com) Banking Where Citigroup’s ($C) turnaround stands....

Podcasts Josh Brown talks with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America’s ultra-high-net-worth families. (youtube.com) Daniel Crosby talks with Neil Bage who is the founder & CEO of...

Markets Some reasons to be bearish including frothy retail behavior. (awealthofcommonsense.com) Low correlations should make for better stock picking, right, right?!? (tker.co) Companies Apple ($AAPL) sued OpenAI for IP theft.. (spyglass.org) SK Hynix had...

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EVs The spike in gasoline prices helped drive EV sales. (businessinsider.com) EV batteries are lasting a lot longer than expectations. (wsj.com) It’s getting easier to charge an EV away from home, but it’s still not foolproof. (axios.com)...

Markets Real yields are at multi-decade highs. (axios.com) Equities now make up a record percentage of U.S. household wealth. (bloomberg.com) Finance Passive investing killed the mediocre fund manager. (ft.com) When it comes to private credit allocations,...