Microstrategy Who is buying all those Microstrategy ($MSTR) convertible bonds? (on.ft.com) Why leveraged Microstrategy ($MSTR) ETFs are struggling to keep up. (davenadig.substack.com) Crypto Spot Bitcoin ETFs hold more Bitcoin than Satoshi....

Listening Spotify’s ($SPOT) most listened to podcasts of 2024 including ‘The Joe Rogan Experience.’ (hollywoodreporter.com) Joe Fahmy talks with producer Tyas Frantz about what makes for a successful podcast. (podcasts.apple.com)...

Strategy Diversification still matters. (novelinvestor.com) How to combat confirmation bias. (safalniveshak.com) Art Cashin Art Cashin was one of a kind. (ritholtz.com) A remembrance of Art Cashin. (jaywoods.substack.com) Companies Dollar stores have had...

Technology It’s not clear any CEO could have saved Intel ($INTC). (wsj.com) Can providing LLMs ever become a good business? (calpaterson.com) How the Silicon Valley consensus broke down. (programmablemutter.com) Global Why U.S. productivity is...

Strategy What, if anything, can displace U.S. equity market dominance? (awealthofcommonsense.com) Vanguard wants investors to shift from cash into fixed income before its too late. (riabiz.com) Endowment funds are playing a losing...

Podcasts Christine Benz talks 2025 taxes with Ed Slott author of “The Retirement Savings Time Bomb Ticks Louder.” (morningstar.com) Dan Haylett talks with Christine Benz, author of “How to Retire: 20 Lessons For a Happy, Successful,...

Fund management There is no escaping the math on leveraged ETFs. (linkedin.com) Why CITs are cheaper than mutual funds. (crr.bc.edu) Technology AWS is spinning up an Nvidia ($NVDA) competitor using its own chips. (wsj.com) Meta ($META) is reportedly...

Quant stuff Anomalies exit, but they can degrade quickly. (morningstar.com) Got a good quant investing idea? WorldQuant wants you. (msn.com) Macro GDP growth is not a guarantee of stock market success. (mrzepczynski.blogspot.com) Europe has a growth...

Markets How major asset classes performed in November 2024. (capitalspectator.com) Small caps outperformed in November 2024. (on.spdji.com) Crypto Why managing a leveraged Microstrategy ($MSTR) ETF is harder than it looks. (wsj.com) Crypto ETFs continue...

Podcasts Brendan Frazier talks ‘Behavioral Finance 3.0’ with Meir Statman author of “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.” (podcasts.apple.com) Michael Kitces talks with Kevin Leahy, CEO of...