Autos U.S. automakers have an aluminum problem. (wsj.com) Lidar is finding its way into new, non-AV settings. (nytimes.com) EVs EVs are making inroads in some surprising places. (nytimes.com) What Ford ($F) is doing to build a $30,000 EV...

Strategy Is the U.S. stock market now just a big bet on AI? (marginalrevolution.com) The problem with diversification: the worst performing asset classes bounce back when you least expect it. (rcmalternatives.com) Pundits love to cite rising national debt...

Markets South Korea’s tech heavy stock market is on a tear. (axios.com) What happens when you buy stocks that benefit from an autocratic regime, and then that regime loses power. (ft.com) Trading Kalshi just raised new capital at a $22...

Outside the Box An excerpt from David Epstein’s new book “Inside the Box: How Constraints Make Us Better.” (theatlantic.com) Five insights from David Epstein’s “Inside the Box: How Constraints Make Us...

Markets Samsung has joined the $1 trillion market cap club. (finance.yahoo.com) UK borrowing rates hit their highest level since 1998. (bbc.com) Strategy 10 lessons learned from Barry Ritholtz’s “How NOT to Invest.” (ritholtz.com)...

Retirement Why spending in retirement is such a psychological challenge. (whitecoatinvestor.com) Evidence that retirement is bad for your health. (ft.com) Why people are afraid to step back from work. (jordangrumet.substack.com) Aging Three questions to...

Crypto Big layoffs at Coinbase ($COIN). (cnbc.com) Bullish ($BLS)said it will buy transfer agent Equiniti. (reuters.com) The SEC Elon gets off with a slap on the wrist from the SEC, re Twitter. (variety.com) The SEC has hit pause on prediction market...

AI What happens when you ask ChatGPT for investment advice. (wsj.com) Retail traders are training AI models to day trade. (fa-mag.com) How to spin up an AI trading model. (advisorperspectives.com) Research Momentum isn’t...

Strategy International stocks are finally having a moment. (morningstar.com) On the hunt for 100-baggers. (downtownjoshbrown.com) Alternatives What the big alternative asset managers are saying about Q1. (altgoesmainstream.substack.com) Does PE belong in...

Podcasts Dave Nadig talks AI and authenticity with Brian Portnoy of Shaping Wealth and Zach Conway of Seeds. (etf.com) Ben Carlson talks with Joe Mallen,⁠ CEO of Modelist to discuss how financial advisors can scale their investment process while...