Strategy Stock market returns can be lumpy. (awealthofcommonsense.com) How the ‘winner’s curse’ works in practice. (humbledollar.com) Roben Farzard talks markets and media with Sam Ro of TKer fame. (youtube.com) Private assets How close...

Also on the site Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Making peace with your inner critic. (abnormalreturns.com) Friction rules the world around us. (abnormalreturns.com) A repudiation of...

EVs The Trump administration has stranded billions in EV investment. (wsj.com) The Iran War highlights the problem with sidelining EVs. (noahpinion.blog) Battery hype is rampant. On the prospects for a production-ready solid-state battery for EVs....

Prediction markets Who’s making money on prediction markets? (giftarticle.ft.com) Prediction market structured notes are here. (bloomberg.com) IPOs The big IPOs are going to rely on the growing class of individual investors. (newcomer.co) Why OpenAI...

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...