Markets The S&P 500 rose 1.45% in January 2026. (on.spdji.com) A look at just how crazy the silver market was this week. (rcmalternatives.com) The AI rollout is going to have a lot of downstream effects for companies. (tker.co) Prediction...

Also on the site 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...

Tesla Tesla ($TSLA) is going to stop making the Model S and Model X. (sherwood.news) Does Tesla ($TSLA) still have an interest in manufacturing cars? (wsj.com) Autos Automakers really want to push ads onto info screens. (sherwood.news) Uber ($UBER)...

Finance On the high costs of gaining access to pre-IPO companies. (wsj.com) Why London serves as a global startup hub. (economist.com) How a loan goes from 100 cents on the dollar to default in weeks. (wsj.com) Kalshi is fighting legal battles on a number...

Alternatives Justin Carbonneau and Kai Wu talk private equity with Dan Rasmussen of Verdad Advisers. (excessreturnspod.com) Jeff Ptak and Amy Arnott talk alts with Leyla Kunimoto, founder and editor of Accredited Investor Insights. (morningstar.com)...

Markets The junk bond market has become a lot less junky. (morningstar.com) Platinum and palladium are joining in on the metals boom. (etf.com) Defense investment is ‘no longer a dirty word’ in Europe. (giftarticle.ft.com) Crypto ETFs are...

The Way of Excellence David Esptein talks with Brad Stulberg, author of “The Way of Excellence.” (davidepstein.substack.com) Five insights from Brad Stulberg’s new book, “The Way of Excellence: A Guide to True Greatness and...

Markets Corporate credit spreads are tight. (morningstar.com) Everything working against the U.S. dollar right now. (ft.com) Tether is buying gold hand over fist. (theblock.co) So is the State Oil Fund of Azerbaijan. (ft.com) Crypto Fidelity is launching...

Podcasts Benjamin Felix talks with Braden Warwick for a deep dive into what it means to engineer financial outcomes. (rationalreminder.libsyn.com) Rick Ferri talks with Perryne Desai, CFA, who is the Head of Index Fixed Income Product at...

Markets Who’s buying all that gold? (ft.com) People are trading silver like crazy. (sherwood.news) Strategy There’s only one way to invest in global bonds, currency hedged. (morningstar.com) An example why you shouldn’t take financial...