Fund management Stock market concentration is an issue, but do you know better than the market? (morningstar.com) The active/passive dichotomy is played out. (larryswedroe.substack.com) How mutual funds differ from CITs. (bloomberg.com) Prediction...

Risk and Reward Christine Benz and Ben Johnson talk with Ben Carlson, author of “Risk and Reward: How to Handle Market Volatility and Build Long-Term Wealth.” (morningstar.com) Peter Lazaroff talks with Ben Carlson, author of “Risk...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

As the long-planned US /China meeting kicks off between Xi and Trump, some tech priorities get clearer as we see the list of who was invited to accompany the President on this trip. While Tim Cook and Elon Musk made the cut. Jensen Huang initially seemed...

The frame running through every item today: AI is hunting for its truly mainstream user-interface and user-experience (UI/UX) fit — blending typing, voice, and rich graphical representations into something a mainstream user can actually live in and...

Markets The stock market rally is broadening out. (trendlabs.com) Stocks are rallying despite poor consumer sentiment. (carsongroup.com) Strategy Different stocks have differing durations. (flyoverstocks.com) Why AI-generated investment content is a waste...

Quant stuff A round-up of recent academic research including ‘ Options Trading Strategy in Earnings Season.’ (alphainacademia.com) A new monograph “The Active Side of Indexing” by Rob Arnott and Lillian Wu just...

Much of the focus this AI Tech Wave has been on the three mega-AI IPOs expected this year with a combined valuation of over three trilllion dollars. But it’s not just SpaceXai, Anthropic and OpenAI who are poised to go public. This week the US markets...

The frame running through every item today: The private-market AI boom is now accelerating into the public market and corporate-strategic side. It’s not just about the three mega AI tech IPOs lined up for end of year — SpaceXAI, Anthropic, and OpenAI. A...

Markets The stock market has powered through the war due to AI and semiconductors. (giftarticle.ft.com) Crazy markets can always get crazier. (awealthofcommonsense.com) Private assets KKR & Co. is injecting $300 million into a private credit fund...