Autos Nvidia ($NVDA) wants to own the AV tech stack. (axios.com) Honda ($HMC) has been hurt by the EV pullback. (wsj.com) Autonomous vehicles are a public health issue. (axios.com) What people get wrong about Waymo. (theargumentmag.com) Robots can now...

Rates Treasury rates are at their highs for the year. (cnbc.com) Are UK rates really that far out of line? (ft.com) AI How much of what you read online is AI-generated? (axios.com) AI-generated content is showing up in consultant reports. (sherwood.news)...

Strategy Why stocks can fall for no obvious reason. (morningstar.com) Your choice of language, and graphs, greatly affect how you think about investing. (portfoliocharts.com) Tim Harford, “Betting on the future can protect us from risk, and it can...

Books Michael Easter talks with Leidy Klotz, author of “In a Good Place: How the Spaces Where We Live, Work, and Play Can Help Us Thrive.” (twopct.com) An excerpt from “AI for Good: How Real People Are Using Artificial Intelligence to...

Fund management Stock market concentration is an issue, but do you know better than the market? (morningstar.com) The active/passive dichotomy is played out. (larryswedroe.substack.com) How mutual funds differ from CITs. (bloomberg.com) Prediction...

Risk and Reward Christine Benz and Ben Johnson talk with Ben Carlson, author of “Risk and Reward: How to Handle Market Volatility and Build Long-Term Wealth.” (morningstar.com) Peter Lazaroff talks with Ben Carlson, author of “Risk...

Markets The stock market rally is broadening out. (trendlabs.com) Stocks are rallying despite poor consumer sentiment. (carsongroup.com) Strategy Different stocks have differing durations. (flyoverstocks.com) Why AI-generated investment content is a waste...

Quant stuff A round-up of recent academic research including ‘ Options Trading Strategy in Earnings Season.’ (alphainacademia.com) A new monograph “The Active Side of Indexing” by Rob Arnott and Lillian Wu just...

Markets The stock market has powered through the war due to AI and semiconductors. (giftarticle.ft.com) Crazy markets can always get crazier. (awealthofcommonsense.com) Private assets KKR & Co. is injecting $300 million into a private credit fund...

Podcasts Michael Batnick talks with Michael Kitces about AI’s impact on wealth management. (youtube.com) Paul Richards and Joe Wiggins talk about the curse of knowledge and how to communicate complex information to different...