Yields 30-year Treasury yields are pushing to pre-GFC levels. (apollo.com) Pay attention to yields, not what the Fed says. (trendlabs.com) Strategy Momentum investing is not for the weak of heart. (awealthofcommonsense.com) Risk management is a...

Markets The 30-year Treasury yield is at its highest level since 2007. (cnbc.com) The equal-weighted S&P 500 is at a new all-time high. (allstarcharts.com) The KOSPI meltdown is impressive. (mrzepczynski.blogspot.com) Strategy Allocators are...

Books Brett McKay talks with John Richardson, co-author of “Never Settle: Persuasion and Negotiation Skills to Get What You Want.” (artofmanliness.com) Five insights from Roopika Risam’s new book, “Data Empire: The Power of...

Mag 7 The Mag 7 era for markets is over. (chartkidmatt.com) CDS spreads for the Mag 7 companies are on the rise. (apollo.com) Strategy Tony Isola, “Never confuse an unavailable price for a lack of volatility.” (tonyisola.com) Do retail...

Podcasts Christine Benz and Amy Arnott talk with Brett Arends about making your money last in retirement. (morningstar.com) Chris Hill talks with Blair duQuesnay about not screwing up your money. (blairbellecurve.com) Joe Davis talks with Barry Ritholtz...

CXMT Memory maker CXMT is now public. (cnbc.com) Local governments are the big winners with the CXMT IPO. (ft.com) Japan Japan’s boom and bust may be the most interesting in financial history. (awealthofcommonsense.com) Japan is now facing...

Private equity PE made a mistake benchmarking against the stock market. (ft.com) Data on the performance of PE megafunds. (pitchbook.com) AI How close are we to fully autonomous portfolios? (rpc.cfainstitute.org) How AI will unbundle asset...

Podcasts John Manganaro and Sean Allocca talk longevity and aging with Jon Sabes. (youtube.com) Thomas Kopelman reviews the state of estate planning with David Haughton. (podcasts.apple.com) Jack Forehand and Justin Carbonneau talk with Wes Gray at...

Markets Higher real yields are acting like competition for stocks. (trendlabs.com) Market indicators often work until they don’t. (humbledollar.com) What ISN’T working in this market environment? (awealthofcommonsense.com) AI Keeping up with...

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