Strategy Vishal Khandewal, “Most investment mistakes aren’t failures of information. They’re failures of judgment” (safalniveshak.com) What makes for an ideal industry to invest in? (fortunefinancialadvisors.com) RIP, FCOJ. (axios.com)...

The biz Shane Greenstein and Brian Kenny talk with Ben Gilbert and David Rosenthal about how the Acquired podcast scaled over time. (hbr.org) Spotify ($SPOT) is partnering with Bookshop.org to sell physical books. (theverge.com) Bill Simmons talking his...

Google kept pace with its big tech peers, reporting a strong year-end quarter and annual results relative to expectations. And of course, guiding to AI capex investments to new highs for 2026 and beyond. Amongst many milestones, two stood out: annual...

Strategy How big market moves engage different types of investors. (behaviouralinvestment.com) When it pays to bet on great businesses and just hang on. (permanentequity.com) Crypto HODLers are feeling the pain. (ft.com) Altcoins are feeling the...

Books A Q&A with Christopher Mathias, author of “To Catch a Fascist: The Fight to Expose the Radical Right.” (hamiltonnolan.com) An excerpt from “The Microbiome Master Key: Harness Your Microbes to Unlock Whole-Body Health and...

It’s been tough to miss the headlines so far this week. The WSJ went with the pithy “Threat of New AI Tools Wipes $300 Billion Off Software and Data Stocks”: “From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest...

Markets A weaker dollar isn’t a problem, yet. (awealthofcommonsense.com) MSCI ($MSCI) has put Indonesia’s stock market on notice. (ft.com) Buyback growth is a global phenomenon. (snippet.finance) Technology It’s easy to forget how much...

Podcasts Ben Carlson talks Social Security with Mike Piper, creator of the Oblivious Investor blog. (youtube.com) Barry Ritholtz talks with Wes Gray, founder and CEO of ETF Architect. (ritholtz.com) Jim Dahle talks alternative investments with Larry...

The ever-entertaining Elon SpaceX/Tesla games continue. The prep for Elon’s SpaceX IPO by his June Birthday this year just got one more big checklist item done. SpaceX is his next IPO vehicle by mid-year, as I discussed just a few days ago. With one more...

Markets Non-US markets are sitting at all-time highs. (trendlabs.com) Defensive stocks led the way in January 2026. (on.spdji.com) Vanguard A look at the Vanguard fund fee reductions. (morningstar.com) Is Vanguard doing enough to solve service and...