Markets How to find emerging market tailwinds. (harveysawikin.substack.com) International stocks are on track to top the U.S. this year. (novelinvestor.com) Financial How credit defaults get worked out. (semafor.com) Kalshi has signed a deal with...

Books Five insights from “Lucky by Design: The Hidden Economics You Need to Get More of What You Want” by Judd Kessler. (nextbigideaclub.com) A Q&A with Marion Nestle, author of “What to Eat Now: The Indispensable Guide to Good Food,...

Strategy Why we tend to believe in the hot hand fallacy. (safalniveshak.com) How to defend yourself in an increasingly degenerate economy. (howardlindzon.com) Prediction markets Fanatics is launching prediction markets in 24 states. (cnbc.com) CNN has...

Podcasts Joe Weisenthal and Tracy Alloway talk with Prof. Itamar Dreschsler about why credit card interest rates are so high. (podcasts.apple.com) Rick Ferri talks with Antti Ilmanen, Principal and Global Co-head of the Portfolio Solutions Group at...

Crypto Vanguard will now allow crypto ETFs on its platform. (financial-planning.com) What business is Strategy ($MSTR) actually in? (ft.com) What Jim Chanos has to say about Strategy’s ($MSTR) strategy. (sherwood.news) Prediction markets Kalshi...

Round-ups A round-up of the past month’s white papers including ‘Heretical Thinking: The Long Volatility Premium.’ (bpsandpieces.com) A round-up of recent research including ‘Enhancing Value-Growth Stock Classification Using...

November 2025 The S&P 500 rose 0.25% in November. (on.spdji.com) How major asset classes performed in November. (capitalspectator.com) Markets Why Strategy ($MSTR) is establishing an ‘U.S. dollar reserve.’ (sherwood.news) Kalshi and...

Podcasts Michael Kitces and Carl Richards talk about helping clients spend in retirement. (kitces.com) Michael Batnick talks with Jeff Ptak of Morningstar about the popularity of income ETFs. (youtube.com) Hiring How to effectively delegate work...

Markets Ben Carlson, “The typical year isn’t a return of 8-10% but rather a wide range of big gains or big losses.” (awealthofcommonsense.com) It’s never been easier to be a stock market investor and harder to be a new home...

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