Markets Why is gold down? Pick your explanation. (ft.com) Bitcoin and gold seem to be trading together again. (econbrowser.com) Strategy ($MSTR) is trying to shore up its business. (wsj.com) Strategy What history tells us about the sustainability of the...

Data Excellent analysis now relies less on information and data. (rpc.cfainstitute.org) A look at the importance of data quality. (pivotal.substack.com) Research How stock concentration seeds its own downfall. (klementoninvesting.substack.com)...

Leverage How worried do we need to be about margin debt and leverage? (wsj.com) What’s behind the popularity of perpetual futures? (johnlothiannews.com) Why everyone is focused on perpetual futures. (howardlindzon.com) Private assets How evergreen...

Podcasts Josh Brown talks with Ric Edelman about why financial planning may be one of the most AI-resistant professions, and the growing advisor shortage facing the industry. (youtube.com) Taylor Nissi sits down with Joseph Wang, Co-Founder and Chief...

Strategy Why long-term investors can’t simply ignore (inevitable) bad news. (tker.co) Why are investors seemingly holding more cash than usual? (awealthofcommonsense.com) ETFs Corgi Investments launched 35 ETFs in one day. (reuters.com) Leveraged...

Also on the site We are rapidly running out of road to kick the proverbial Social Security can. (abnormalreturns.com) Are you a financial advisor? Sign up for our weekly Talking Wealth newsletter. (talkingwealth.com) Don’t miss a thing! Sign up for...

Auto safety How big trucks and SUVs are more likely to kill pedestrians. (nytimes.com) The NHTSA doesn’t count deaths that occur in parking lots and driveways. (bloomberg.com) EVs The second wave of EV pickups are here. (wsj.com) How the war in...

Markets U.S. corporate profits are at a record high. (axios.com) Earnings are growing, but its the wrong companies. (ft.com) Prediction markets Polymarket’s annualized run rate now exceeds $1 billion. (cnbc.com) Donald Trump Jr. got a free stake...

Markets Gold has given up all its 2026 gains. (axios.com) Oil prices are back down to pre-war levels. (semafor.com) Bitcoin is well off its highs. (ft.com) Fund management Activist investors are on a cold streak. (semafor.com) The State Street SPDR...

Books Five insights from “How to Win a Trade War: An Optimistic Guide to an Anxious Global Economy” by Soumaya Keynes and Chad Bown. (nextbigideaclub.com) A Q&A with Cory Doctorow about his book, “The Reverse Centaur’s Guide to...