Markets It’s hard not to get nervous looking at tech stock returns. (morningstar.com) Financial stocks are at an all-time high. (trendlabs.com) A closer look at tech sector valuations. (chartkidmatt.com) Finance Liz Hoffman, “AI may be...

Podcasts Jim Dahle talks with William Bernstein about what it really means to “stop playing when you win the game.” (whitecoatinvestor.com) Steve Chen talks with Paula Pant, founder of Afford Anything. (podcasts.apple.com) Books Ben’s favorite...

Markets More signs of a risk-on market. (trendlabs.com) Five key investing themes from Warren Buffett’s early letters including ‘Good investment ideas are rare.’ (morningstar.com) Crypto JP Morgan Chase ($JPM) is planning a push deeper...

Private equity Toby Nangle, “Chucking lags into the data doesn’t change the actual investment returns received by the investor. Now that would be real magic. But it does have the effect of ironing out the bumps.” (ft.com) There’s plenty...

Finance Robo-advisors were going to takeover the world. That didn’t happen. (downtownjoshbrown.com) Are weed stocks going to see a boost from Trump’s move? (sherwood.news) Prediction markets FanDuel Predicts is now live....

Podcasts Michael Batnick talks with Leyla Kunimoto, co-founder of Accredited Investor Insights, about what advisors need to know about alts. (youtube.com) Blair duQuesnay talks with George Kinder about the (global) fiduciary standard....

Markets 8 market lessons from 2025 including ‘Stocks are spending less time in the S&P 500.’ (tker.co) 2025 put a nail in the coffin of the ‘Bitcoin is digital gold’ argument. (economist.com) CPG stocks no longer seem to act as...

Also on the site Why RSS still matters. (abnormalreturns.com) 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...

Autos Expect continued expansion of robotaxis in 2026. (cnbc.com) Ford ($F) killed the All-Electric F-150. (wired.com) Chinese EVs are taking over Britain. (nytimes.com) Tesla Tesla ($TSLA) owners are wary of their (electronic) doors. (msn.com)...

Markets How did the ‘Sell America’ trade work out? (etf.com) Six simple ways to improve investment performance. (awealthofcommonsense.com) Degeneracy The line between gambling and investing has been obliterated. (barrons.com) Why...