Data We need more, better economic data. (stayathomemacro.substack.com) Barry Ritholtz talks with Michelle Leder of Footnoted about finding alpha in SEC filings. (ritholtz.com) Factors Which factors exhibit the most momentum...

Markets A look at the new MSCI All Country Public + Private Equity Index. (axios.com) A look at the historical returns of the Nasdaq 100. (awealthofcommonsense.com) Lower borrowing costs are available to smaller funds. (mailchi.mp) Crypto Investors in...

Podcasts Ben Johnson and Julie Willoughby tax advice with Ritholtz Wealth’s Bill Sweet and Bill Artzerounian. (morningstar.com) Thomas Kopelman talks with Mark Cecchini with advice for other advisers. (podcasts.apple.com) Michael Batnick talks with...

Markets When a company with Time or Warner in the name gets acquired, look out. (ft.com) Be wary of IPOs raising less than $15 million. (barrons.com) Strategy Boring investing still works. (awealthofcommonsense.com) How to consume Wall Street...

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 Excerpts...

Autos Why VW is struggling. (ft.com) The Trump administration wants to roll back fuel efficiency standards. (arstechnica.com) Why you should compare Uber and Lyft prices before booking a ride. (yahoo.com) Five insights from “Life After Cars:...

Finance Excerpts from Warren Buffett’s guest lecture, “What Every Lawyer Should Know About Business” at Stanford Law School. (kingswell.io) Stephen Witt’s “The Thinking Machine: Jensen Huang, Nvidia, and the World’s Most...

The biz Spotify’s ($SPOT) top 50 podcasts of 2025 including ‘Good Hang With Amy Poehler.’ (variety.com) The best podcasts of 2025 including ‘The History Podcast.’ (newyorker.com) Spotify’s ($SPOT) top sports podcasts...

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,...