Strategy Why it’s so tempting to go bottom fishing in washed out stocks. (awealthofcommonsense.com) How to avoid choice overload. (mrzepczynski.blogspot.com) Private assets Blue Owl ($OWL) continues to see big outflow requests. (semafor.com) A...

Books An excerpt from “How to Disagree Better” by Julia Minson. (annieduke.substack.com) Five insights from “Good Writing: 36 Ways to Improve Your Sentences” by Neal Allen and Anne Lamott. (nextbigideaclub.com) A Q&A with...

Markets The S&P 500 fell 4.98% in March 2026. (on.spdji.com) How major asset classes performed in March 2026. (capitalspectator.com) Strategy What happens when you make it dramatically easier to invest. (awealthofcommonsense.com) We are risking the...

Podcasts Jim Dahle talks with Bill Bengen, author of “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.” (whitecoatinvestor.com) Barry Ritholtz talks with Judd Kessler, author of “Lucky by Design: The Hidden...

Strategy How to de-bias your decision making. (mrzepczynski.blogspot.com) The financial markets are always uncertain. (behaviouralinvestment.com) Companies How Apple ($AAPL) can keep winning, despite the threat from AI. (stratechery.com) A look at the...

Round-ups A round-up of recent research on crash risk(s). (capitalspectator.com) A round-up of recent academic research including ‘Expected Returns with Cash Flow Trends and Cycles.’ (alphainacademia.substack.com) Economics How WFH...

Markets A look at forward P/E ratios. (econbrowser.com) The flight-to-safety trade hasn’t worked in March. (axios.com) Prediction markets Don’t hold your breath that anyone will be held accountable for recent insider trading. (newyorker.com)...

Podcasts Brendan Frazier on how to build out a client service calendar. (podcasts.apple.com) Ben Carlson⁠ talks with ⁠Joe Mrak⁠, CEO of Foundation Source, to discuss the often-overlooked role philanthropy plays in wealth management. (youtube.com) The...

Markets The only game in town is energy stocks. (trendlabs.com) When everything feels crazy, focus on earnings. (tker.co) Earnings estimates have held up while the stock market has pulled back. (chartkidmatt.com) Strategy There’s only one way to own...

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