Energy Why rooftop solar is so much cheaper outside the U.S. (marginalrevolution.com) How Australia is dealing with a surplus of solar energy. (electrek.co) Illinois wants to incentivize more battery storage. (grist.org) Renewables make for...

Private assets Investors are sleepwalking their way into private equity and credit exposure. (lt3000.blogspot.com) What daily NAVs would mean for the industry. (citywire.com) Morningstar ($MORN) is launching indexes of evergreen private market...

The biz Podcasts are coming for sports TV. (awfulannouncing.com) Apple Podcasts is generating automatic links and chapters. (theverge.com) AI Tyler Cowen talks with Sam Altman, CEO of OpenAI. (conversationswithtyler.com) Joe Weisenthal and Tracy Alloway...

Markets Are we late in the technology megatrend? (awealthofcommonsense.com) A look at how 2025’s stock market stacks up. (carsongroup.com) Apple Apple ($AAPL) has teamed with Google Gemini to power Siri. (spyglass.org) Why Apple ($AAPL) likely chose...

Technology The new Internet will be oriented around bots instead of real people. (theatlantic.com) Maybe it’s okay if the AI build out is a bubble? (stratechery.com) Misinformation Markets and technology are not an antidote to bad policies...

Markets The 1950’s bull market was nothing to sneeze at. (awealthofcommonsense.com) Another example why trading on political events is a mistake. (morningstar.com) ETFs All small cap funds are not created alike. (tmcresearch.com) 2025 continues to...

Money Together Christine Benz and Ben Johson talk with Doug and Heather Boneparth, authors of “Money Together: How to find fairness in your relationship and become an unstoppable financial team.” (morningstar.com) Peter Lazaroff talks with...

Strategy Why we have a bias towards action in the markets. (ritholtz.com) Should you buy at all-time highs? (ofdollarsanddata.com) Crypto Bitcoin is not digital gold. (advisorperspectives.com) Why the pardon of Binance founder Changpeng Zhao is coming...

Round-ups A round-up of recent research including ‘Optimism Everywhere: Beliefs during Stock Price Bubbles.’ (quantseeker.com) A round-up of recent academic research including ‘Do S&P 500 Options Increase Market Volatility? Evidence...

October 2025 The S&P 500 returned 2.34% in October 2025. (on.spdji.com) How major asset classes performed in October. (capitalspectator.com) Strategy Don’t check your investments too often. (optimisticallie.com) Investing is all about...