Markets Energy and materials are the leading sectors YTD. (capitalspectator.com) More evidence that markets move faster than ever. (awealthofcommonsense.com) Forecasting Prediction markets seem to do a good job forecasting economic outcomes. (nytimes.com)...

Podcasts Amy Arnott and Ben Johnson talk with Sally Balch Hurme. Sally, author of “Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes.” (morningstar.com) Barry Ritholtz talks with Patrick Kilbane, General Counsel...

Strategy ‘Buying the dip’ sounds better in theory than practice. (moneychangeseverything.substack.com) Why you can’t optimize the unknowable. (ofdollarsanddata.com) AI AI is increasing the range of outcomes for...

Retail Do Robinhood ($HOOD) customers trade simpler-to-understand stocks? (papers.ssrn.com) Some evidence that investors view former SPACs with suspicion. (papers.ssrn.com) Bitcoin Bitcoin is neither an inflation hedge or safe...

Markets A look at the track record of bull markets. (morningstar.com) How rising asset prices affect behavior. (behaviouralinvestment.com) How to invest a lump sum. (awealthofcommonsense.com) AI We will always want humans to do certain...

Podcasts Michael Batnick talks with Marc Rubinstein about the rapid rise of private asset secondaries. (youtube.com) Thomas Kopelman talk long-short direct indexing with Brent Sullivan. (podcasts.apple.com) Michael Kitces talks tax planning with Erik...

Markets Low vol stocks are different. (wsj.com) A look at the number of brand names stocks down over 50% from their highs. (awealthofcommonsense.com) Josh Brown, “HALO stands for Heavy Assets, Low Obsolescence. These are undistruptable companies from...

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...

China Chinese EVs would clean up in the U.S. (theverge.com) China banned concealed door handles on EVs. (caranddriver.com) Why Chinese EVs won’t take over the world. (high-capacity.com) AVs Waymo raised $16 billion in capital to expand...

Strategy Vishal Khandewal, “Most investment mistakes aren’t failures of information. They’re failures of judgment” (safalniveshak.com) What makes for an ideal industry to invest in? (fortunefinancialadvisors.com) RIP, FCOJ. (axios.com)...