Markets Some reasons to be bearish including frothy retail behavior. (awealthofcommonsense.com) Low correlations should make for better stock picking, right, right?!? (tker.co) Companies Apple ($AAPL) sued OpenAI for IP theft.. (spyglass.org) SK Hynix had...

Stay in touch Are you a financial advisor? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Top clicks this week Why dividend investing...

EVs The spike in gasoline prices helped drive EV sales. (businessinsider.com) EV batteries are lasting a lot longer than expectations. (wsj.com) It’s getting easier to charge an EV away from home, but it’s still not foolproof. (axios.com)...

Markets Real yields are at multi-decade highs. (axios.com) Equities now make up a record percentage of U.S. household wealth. (bloomberg.com) Finance Passive investing killed the mediocre fund manager. (ft.com) When it comes to private credit allocations,...

Markets Big changes in market structure are afoot including ‘Retail has become the structural bid.’ (citadelsecurities.com) Ten charts going into the second half of 2026. (bilello.blog) Some market insights including ‘Since the end of...

Books An excerpt from “Little Blue Dot: How GPS Shaped the Modern World” by Katherine Dunn. (washingtonpost.com) Tyler Cowen talks with Joel Mokyr, author of “Two Paths to Prosperity: Culture and Institutions in Europe and China,...

Strategy Even when you are ‘doing nothing’ when investing you are ‘doing something.’ (behaviouralinvestment.com) Most of the time the stock market goes up. (awealthofcommonsense.com) Companies Is OpenAI still on track to go public...

Podcasts Peter Lazaroff talks with Haley Sacks, author of “Future Rich Person.” (peterlazaroff.com) Christine Benz and Amy Arnott talk with Cody Garrett and Sean Mullaney co-authors of a new book “Tax Planning To and Through...

Markets U.S. stock returns are rarely normal. (ofdollarsanddata.com) Betting against U.S. stock has historically been a loser. (optimisticallie.com) Market bubbles are as old as markets. (acadian-asset.com) Finance State Street SPDR Nasdaq 100 ETF...

Books Phil Bak talks with Aaron Brown about his new book “Wrong Number: How to Extract Truth From a Blizzard of Quantitative Disinformation” (philbak.substack.com) A review of “Stock Market Maestros: The Winning Habits, Strategies,...