Markets The stock market rarely experiences an average return. (fortunesandfrictions.com) When you invest matters more than what you invest in. (ofdollarsanddata.com) AI How Apple ($AAPL) differs from its Mag 7 brethren. (sherwood.news) Why Meta...

Round-ups A round-up of recent research including ‘Contemporaneous Causality between Global Stock Markets.’ (alphainacademia.substack.com) A round-up of recent research including ‘Volatile Rates, Fragile Growth: Global Financial Risk...

Finance These were the most visited ticker pages on StockTwits in 2025. (stocktwits.com) Options volume continued to rise in 2025. (sherwood.news) 2025 was a big year for dealmaking. (axios.com) Technology SoftBank is buying data center investment...

Podcasts Ben Carlson talks with Stefan Sharkansky, author of the new research paper “The Only Other Spending Rule Article You Will Ever Need.” (youtube.com) Dave Nadig talks with Zach Conway, Founder and CEO of Seeds. (etf.com) Advisers Family offices...

Markets Take a look at the (outstanding) performance of the S&P 500 since 2019. (awealthofcommonsense.com) The Dow is at an all-time high. (trendlabs.com) So is gold. (sherwood.news) Strategy New stuff happens on Wall Street all the...

Stay in touch 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 newsletter. (newsletter.abnormalreturns.com) Top clicks this week What happens...

Ford The Ford ($F) F-150 didn’t fail because it was a bad vehicle. (wsj.com) Ford ($F) wants to get into home battery storage. (canarymedia.com) Autos Tesla ($TSLA) sales fell 40% in Europe in 2025 (through November). (sherwood.news) How...

Markets What happens if the stock market drops 30%? (awealthofcommonsense.com) Materials stocks have gone nowhere for three years now. (trendlabs.com) Gold has put Bitcoin to shame this year. (blockworks.co) The case against a stock market...

Behind the scenes David Senra talks with Patrick O’Shaughnessy of Invest Like the Best fame. (podcasts.apple.com) Cameron Passmore and Benjamin Felix talk about how the Rational Remind podcast is made. (rationalreminder.libsyn.com) Some podcasting...

Investing Which genius from history would have been the best investor? (ft.com) Seth Klarman looks at Warren Buffett’s long career. (theatlantic.com) Health Dhruv Khullar, “Medicine is undergoing a kind of unbundling.” (newyorker.com) In...