Markets Rates are up all over the world. (axios.com) Bonds and stocks are living in two different worlds. (mrzepczynski.blogspot.com) Are one-time effects driving S&P 500 earnings? (axios.com) The ERP is essentially zero. (wsj.com) Finance...

Research Why factor rebalancing matters. (alphaarchitect.com) A model of the global credit factor. (libertystreeteconomics.newyorkfed.org) AI disruption is here. How to sort the winners from the value traps. (sparklinecapital.com) How housing and...

Long-short SMAs Michael Batnick talks with Brent Sullivan of Tax Alpha Insider. (youtube.com) How Fidelity and Schwab ($SCHW) are throttling demand for long-short SMAs. (riabiz.com) The biz Farther has now raised $276 million in capital. (riabiz.com) How...

Stocks Just how much AI is driving the stock market. (morningstar.com) Looking ahead to 2028 earnings. (tker.co) Rates What to make of rising interest rates. (awealthofcommonsense.com) Long term TIPS are now yielding near 3%. (bobeunlimited.substack.com)...

Also on the site AI models are not a trusted fiduciary. (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up for the weekly Talking Wealth...

Autos Nearly 30% of cars sold globally this year will be electric or plug-in hybrid. (semafor.com) Carvana ($CVNA) is getting into new car sales. (wsj.com) Waymo is still working out some kinks. (futurism.com) Confessions of a former robo-taxi...

Crypto Binance can’t seemingly quit Iran. (engadget.com) This crypto company has spent a lot to armor their executives vehicles. (ft.com) Oura Oura Health Oy has filed to go public. (cnbc.com) How Oura has succeeded in the wellness...

Finance Investment bank Lincoln International ($LCLN) went public. (pitchbook.com) What you need to know about evergreen funds. (caia.org) ETFs What you need to know about the Roundhill Memory ETF ($DRAM). (morningstar.com) The big ETF players are not...

Books A Q&A with Alex Mayyasi about “Planet Money: A Guide to the Economic Forces That Shape Your Life.” (sherwood.news) An excerpt from “Like, Follow, Subscribe: Influencer Kids and the Cost of a Childhood Online.” by...

Markets If you think the U.S. stock market is concentrated, check out South Korea. (ft.com) Just how much software and semiconductor stocks have disengaged. (chartkidmatt.com) Nvidia ($NVDA) is now more than 5% of the MSCI All-Country World Index....