AI How to use NotebookLM to review venture capital docs. (avc.xyz) On the dangers of letting AI read your fund documents. (ludovicphalippou.substack.com) Asset management Unconscious bias is a factor in portfolio manager...

Markets A look at emerging market stock performance in 2025. (novelinvestor.com) China tech stocks are having a moment. (mrzepczynski.blogspot.com) How to assess Japanese bank stocks. (mailchi.mp) A look at devloped market stock performance in...

Podcasts Peter Lazaroff talks shop with Ashby Daniels about the importance of behavior. (peterlazaroff.com) Michael Kitces talks with Debra Taylor, Managing Partner at Carson Wealth Franklin Lakes, about how she developed a client service calendar for...

Markets Six market surprises from 2025 including international market outperformance. (awealthofcommonsense.com) These stocks drove 2025 market returns, think Nvidia ($NVDA). (morningstar.com) Materials and energy sectors have been laggards....

Stay in touch Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com) Top clicks this week When you...

Robotaxis 2026 is going to be the year of the robotaxi. (unchartedterritories.tomaspueyo.com) Self-driving cars still face a lot of edge cases. (strangecosmos.substack.com) Autos BYD outsold Tesla ($TSLA) in 2025. (sherwood.news) Hybrids should continue...

December 2025 The S&P 500 returned 0.06% in December. (on.spdji.com) How major asset classes performed in December. (capitalspectator.com) Markets Silver had a huge 2025. (barrons.com) The U.S. dollar had its worst year since 2017. (nypost.com)...

Listening The audiobook business is booming. (wsj.com) You don’t have to fill every second with audio. (theatlantic.com) When podcasts focus on video, audio-only listeners can suffer. (theguardian.com) Lists The 20 best podcast of 2025...

Books An excerpt from “The Making of a Permabear: The Perils of Long-term Investing in a Short-Term World” by Jeremy Grantham with Edward Chancellor. (barrons.com) An excerpt from “Quiet Brilliance: What Employers Miss About Neurodivergent...

Markets Long Western Digital ($WDC), short TradeDesk ($TTD) was the trade of the year. (barrons.com) The VIX is ending the year near its lows. (vixology.substack.com) A barbell in stock performance in 2025. (chartkidmatt.com) Finance The Korea Exchange has...