Strategy Fund performance consistency is overrated. (morningstar.com) If your portfolio manager has skill, you want a concentrated portfolio. Otherwise, index. (klementoninvesting.substack.com) Why rules matter for investors....

Podcasts Michael Batnick talks with Todd Owens, Managing Partner at Cantilever to break down the rapidly growing world of GP stakes investing. (youtube.com) Dave Nadig talks with Rob Arnott of Research Affiliates about the downsides of traditional...

Strategy Investing in stocks? Expect pullbacks. (awealthofcommonsense.com) There’s nothing magical about gold. (humbledollar.com) When it makes sense to pay up for a company. (flyoverstocks.com) The markets will be there tomorrow....

ICYMI Our Q&A with Cullen Roche, author of “Your Perfect Portfolio: The Ultimate Guide to Using the World’s Most Powerful Investing Strategies.” (abnormalreturns.com) Are you a financial advisor? Every Friday we send a...

AVs How Mercedes Benz’s new Drive Assist Pro works. (arstechnica.com) Parents are using Waymos to shuttle their kids around town. (nytimes.com) The many winners from self-driving cars including cyclists and the elderly. (thezvi.substack.com) Autos...

Strategy Ten lessons learned from the markets in 2025 including ‘Even with a clear crystal ball, markets are unpredictable.’ (larryswedroe.substack.com) Three ways to simplify your portfolio. (morningstar.com) Why you should build portfolios...

Listening A profile of John Coogan and Jordi Hay of TBPN fame. (vanityfair.com) How Nicolai Tangen has used his podcast to raise the profile of Norway’s sovereign wealth fund. (nytimes.com) Profiles Patrick O’Shaughnessy talks with Reed...

Markets It’s not unusual that the stock market experiences a double digit loss and then ends the year with a double digit gain. (awealthofcommonsense.com) A look at all the all-time highs that are happening. (allstarcharts.com) Stock...

Books A Q&A with Andrew Ross Sorkin, author of “1929: Inside the Greatest Crash in Wall Street History.” (sherwood.news) A Q&A with Ray Madoff, author of “The Second Estate: How the Tax Code Made an American...

Crypto Why MSCI ($MSCI) chickened out on DATs. (giftarticle.ft.com) Some DATs are being forced to sell their digital assets. (theblock.co) There’s not a ton of demand for dogecoin ETFs. (sherwood.news) Trading crypto doesn’t make you immune...