The stock market The U.S. stock market keeps shrugging off bad news. (axios.com) Higher individual stock volatility is being offset by increased dispersion. (acadian-asset.com) Situational Awareness A look at the commonality between hedge fund...

Podcasts Phil Bak talks with Meb Faber, author of “Investing in America: The Rise Of A 250-Year Bull Market.” (philbak.substack.com) Christine Benz and Amy Arnott talk with Ryan Frederick, about the intersection of place and healthy...

Companies Nvidia ($NVDA) has become a dividend stock. (advisorpedia.com) Whirlpool ($WHR) is struggling in this housing market. (wsj.com) Why the new Truth API won’t turn things around the finances of Trump Media ($DJT). (nymag.com) ETFs The...

Podcasts Corey Hoffstein talks with Stacy Mintz about the evolution of quant equity strategies at PGIM Quantitative Solutions. (flirtingwithmodels.com) Jeff Malec talks with Eric Crittenden, fouder and CIO at Standpoint Asset Management....

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...