Top clicks this week The U.S. is in the midst of an ‘epic bull market.’ (awealthofcommonsense.com) Don’t ever hand your phone over to the police. (theverge.com) The time to prepare for a bear market is before it is on the...

Autos Why self-driving cars will eventually become mundane. (allenpike.com) Waymo is going to buy US-made Hyundai EVs. (bloomberg.com) The biggest barrier to EV adoption is charging. (sherwood.news) Bi-directional charging is a big feature of...

ETFs The hunt is on for good ETF tickers. (bloomberg.com) Fidelity is converting two muni bond funds into ETFs. (advisorhub.com) Will investors go for PE replication ETFs? (ft.com) Finance Just how big is private credit? (marketwatch.com)...

Listening Why chat podcasts rule the industry. (wired.com) CEOs are increasingly going on (and hosting) podcasts. (ft.com) Would you listen to a AI-generated podcast discussion? (tomtunguz.com) Economy Tyler Cowen talks with Kyla Scanlon author of...

Markets Bonds, stocks AND gold are all having a good year. (carsongroup.com) Utilities are crushing it in 2024. (on.spdji.com) Market quilts, including global markets, updated through Q3. (novelinvestor.com) Crypto MicroStrategy ($MSTR) is not the...

Books An excerpt from “She-Wolves: The Untold History of Women on Wall Street” by Paulina Bren. (wsj.com) Daid Epstein talks with Malcolm Gladwell author of “The Tipping Point: How Little Things Make a Big Difference.”...

Markets The U.S. is roughly 50% of global market cap. (apolloacademy.com) Are small cap stocks declining in quality? (advisorperspectives.com) Finding and exploiting an edge costs both time and money. (riskofruinpod.substack.com) Gen Z is getting a jump...

Podcasts Jill Schlesinger talks with Bill McBride of Calculated Risk about the state of the housing market. (youtube.com) Barry Ritholtz talks with Jeremy Schwartz about stocks for the long run. (ritholtz.com) Khe Hy talks about the pros and cons of...

September 2024 The S&P 500 was up 2.14% in September 2024. (on.spdji.com) How major asset classes performed in September 2024. (capitalspectator.com) The S&P 500 is off to its best start since 1997. (sherwood.news) No matter how you slice it,...

Alpha Can skewness help identify outperforming mutual funds? (alphaarchitect.com) Is having tomorrow’s newspaper today sufficient to make for profitable trades? (papers.ssrn.com) A historical estimate of private equity alpha. (papers.ssrn.com)...