Markets Markets just move faster these days. (awealthofcommonsense.com) The stock market is at all-time highs while consumer sentiment is at all-time lows. (trendlabs.com) Hungary’s stock market is having a moment. (ft.com) How HALO various...

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Autos What happened to the affordable, basic American car? (nytimes.com) SpaceX is a big buyer of Tesla ($TSLA) Cybertrucks. (finance.yahoo.com) Hyundai is seeing a surge in demand for EVs. (semafor.com) Are EREVs the way forward for...

Markets The S&P 500 is back at all-time highs. (axios.com) Oil prices plunged today. (axios.com) A clear risk-on signal. (stockmarketmedia.com) Strategy The line between investing and gambling have never been blurrier. (wsj.com) You aren’t going...

Markets How HALO stocks are performing YTD. (sherwood.news) It’s easy to forget but volatility tends to mean revert. (trendlabs.com) The market continues to find ways to surprise us. (om.co) Just how diversified is an index fund these...

Books Pablo Torre talks with David Epstein, author of “Inside the Box: How Constraints Make Us Better.” (podcasts.apple.com) A Q&A with Danny Funt, author of “Everybody Loses: The Tumultuous Rise of American Sports...

Markets How volatile has 2026 been so far? (morningstar.com) History tell us volatility is a feature of financial markets. Act accordingly. (larryswedroe.substack.com) Historical edges can disappear. (quantifiableedges.com) Companies Allbirds ($BIRD) is...

Podcasts Daniel Crosby talks with Joseph Moore, author of “How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t).” (podcasts.apple.com) Amy Arnott and Christine Benz talk with Harry Margolis...

Strategy Ten beliefs about markets including ‘Survival is the most important and neglected goal for all investors.’ (behaviouralinvestment.com) Can you overdiversify your portfolio? (morningstar.com) Prediction markets Why market making...

Podcasts Joe Weisenthal and Tracy Alloway talk with Jonathan Heathcoate, co-author of the paper “A Macroeconomic Perspective on Stock Market Valuation Ratios.” (podcasts.apple.com) Pierre Daillie and Mike Philbrick talk portfolio buildling...