Markets Vocal market bears are dropping like flies. (ft.com) How to think about strategists’ one-year S&P 500 price targets. (tker.co) Strategy Four types of investment mistakes including ‘Holding onto a loser for too...

Top clicks this week Vanguard wants investors to shift from cash into fixed income before its too late. (riabiz.com) There is no escaping the math on leveraged ETFs. (linkedin.com) It’s hard to make the math on hedge funds add up....

EVs A universal solution for EV charging? Yes, please. (theverge.com) What if apartment buildings could swap parking spots for a EV ‘mobility hub’? (observer.com) How electric buses gained a foothold in India. (bloomberg.com) EVs need...

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...