Markets The Yen is at a 40-year low relative to the U.S. dollar. (axios.com) SpaceX ($SPCX) debt trades like junk. (bloomberg.com) Fund management Why there is an overhang on StepStone Group ($STEP) shares. (hntrbrk.com) How Micron ($MU) came to make up...

Books Mary Childs talks with Liaquat Ahamed, author of “1873: The Rothschilds, the First Great Depression, and the Making of the Modern World.” (youtube.com) Five insights from Michael Pollack’s new book, “Sidewalk Nation: The Life...

June 2026 The S&P 500 fell 0.95% in June 2026. The Smallcap 600 was up 7.29%. (on.spdji.com) How major asset classes performed in June 2026. (capitalspectator.com) Technology stocks now make up a record share of the S&P 500....

Podcasts Meb Faber talks with Ben Carlson, author of “Risk and Reward.” (podcasts.apple.com) Barry Ritholtz talks with Carl Richards, author of “Your Money: Reimagining Wealth in Simple Sketches.” (ritholtz.com) Rick Ferri talks...

Markets Why is gold down? Pick your explanation. (ft.com) Bitcoin and gold seem to be trading together again. (econbrowser.com) Strategy ($MSTR) is trying to shore up its business. (wsj.com) Strategy What history tells us about the sustainability of the...

Data Excellent analysis now relies less on information and data. (rpc.cfainstitute.org) A look at the importance of data quality. (pivotal.substack.com) Research How stock concentration seeds its own downfall. (klementoninvesting.substack.com)...

Leverage How worried do we need to be about margin debt and leverage? (wsj.com) What’s behind the popularity of perpetual futures? (johnlothiannews.com) Why everyone is focused on perpetual futures. (howardlindzon.com) Private assets How evergreen...

Podcasts Josh Brown talks with Ric Edelman about why financial planning may be one of the most AI-resistant professions, and the growing advisor shortage facing the industry. (youtube.com) Taylor Nissi sits down with Joseph Wang, Co-Founder and Chief...

Strategy Why long-term investors can’t simply ignore (inevitable) bad news. (tker.co) Why are investors seemingly holding more cash than usual? (awealthofcommonsense.com) ETFs Corgi Investments launched 35 ETFs in one day. (reuters.com) Leveraged...

Also on the site We are rapidly running out of road to kick the proverbial Social Security can. (abnormalreturns.com) Are you a financial advisor? Sign up for our weekly Talking Wealth newsletter. (talkingwealth.com) Don’t miss a thing! Sign up for...