Round-ups A round-up of recent academic research including ‘The Importance of Considering Regimes in Long-term Asset Allocation to Real Estate.’ (alphainacademia.substack.com) A round-up of recent research including ‘The Death of...

Commodities Commodities are off to a strong start this year. (capitalspectator.com) Gold topped $5000 per ounce for the first time ever. (sherwood.news) Central banks keep snapping up gold. (mrzepczynski.blogspot.com) Crypto Bitmine ($BMNR) is buying...

Podcasts Michael Kitces talks with George Kinder about AI and the adviser-client relationship. (kitces.com) Michael Sidgmore talks with Sara Naison-Tarajano Partner at Goldman Sachs ($GS) about growing intersection between private markets and private...

Markets Is a meme stock moment ever possible again? (barrons.com) The boost in corporate margins is all coming from tech. (apolloacademy.com) Beware interest in brokerage stocks. (acadian-asset.com) Strategy Everywhere you look you see signs of...

Also on the site Is enshittification the driver of higher corporate profit margins? (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) The U.S. has become a riskier place to do...

Autos How EV batteries are holding up in real life. (newatlas.com) How the spreads of EVs will affect home prices. (klementoninvesting.substack.com) BYD EV sales are taking off in Mexico. (bloomberg.com) The Lucid Air is the most aerodynamic car on...

Markets There is a bull market in bombs and ammo. (ft.com) Still no signs of stress in the high yield bond market. (stockmarkettv.com) IPOs Crypto companies, like BitGO ($BTGO), are still going public. (wsj.com) EquipmentShare.com ($EQPT) just went...

Listening People are looking for ways to condense down (too) long podcast episodes. (bloomberg.com) Ben Smith and Max Tani talk with Stephen Dubner of Freakonomics fame on the future for long form podcasting. (semafor.com) AI Nick Bilton, Dick Costolo,...

Markets Bond markets are distinguishing between debt on hyperscalers and industrials. (apolloacademy.com) Highly shorted stocks are seeing a bid. (giftarticle.ft.com) Strategy Six lessons learned from Warren Buffett’s investing career...

Books Annie Duke talks with Judd Kessler, author of “Lucky by Design: The Hidden Economics You Need to Get More of What You Want.” (annieduke.substack.com) An excerpt from “Everybody Loses: The Tumultuous Rise of American...