Companies Apple ($AAPL) now makes about 25% of iPhones in India. (asymco.com) The LiveNation ($LYV) deal will do nothing to bring down ticket prices. (boondoggle.substack.com) Why are people so freaked out about institutional ownership of single family...

Books An excerpt from “After Covid: The Health Impacts That Will Last Generations” by Jason Gale. (bloomberg.com) David Epstein talks with Olga Khazan, author of “Me, But Better: The Science and Promise of Personality...

Private assets JP Morgan Chase ($JPM) is reportedly tightening lending standards. (barrons.com) The Cliffwater Corporate Lending fund has experienced notable redemption requests. (citywire.com) Why the investment industry is hell-bent on pushing...

Podcasts Jon Luskin talks with Heather and Douglas Boneparth, authors of “Money Together.” (bogleheads.podbean.com) Christine Benz and Amy Arnott talk with David Bach, author of “The Automatic Millionaire.” (morningstar.com)...

Alternatives The private credit industry has failed to educate their investors. (bloomberg.com) Why LPs are wary of GP stake investors. (pitchbook.com) Bill Ackman wants your money. (semafor.com) Companies It looks like Live Nation ($LYV) is going to...

Quant stuff Kris Longmore, “AI is a tool for doing the technical work faster. I use it every day. But the technical work was never the hard part. The real scarcity is judgment.” (krislongmore.substack.com) A round-up of recent academic...

Strategy Markets bottom on bad news. (chartkidmatt.com) Periods of chaos highlight your risk mismatches. (contessacapitaladvisors.com) Don’t take advice from billionaires. (humbledollar.com) Degen economy Prediction markets are writing more rules...

Podcasts Steve Curley and Chris Cannon talk with Brent Sullivan of The Tax Alpha Insider. (investorsfirstpodcast.com) Michael Batnick talks AI and wealth management with Rob Nance, CEO of Dispatch. (youtube.com) Charles Schwab Charles Schwab’s...

Oil How much higher will gasoline prices go? (natesilver.net) How do higher oil prices affect the stock market? (awealthofcommonsense.com) Prediction markets The Kalshi and Polymarket CEOs are very public-facing. (npr.org) Kalshi is now targeting women...

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