Markets The S&P 500 is back at all-time highs. (axios.com) Oil prices plunged today. (axios.com) A clear risk-on signal. (stockmarketmedia.com) Strategy The line between investing and gambling have never been blurrier. (wsj.com) You aren’t going...

Markets How HALO stocks are performing YTD. (sherwood.news) It’s easy to forget but volatility tends to mean revert. (trendlabs.com) The market continues to find ways to surprise us. (om.co) Just how diversified is an index fund these...

Books Pablo Torre talks with David Epstein, author of “Inside the Box: How Constraints Make Us Better.” (podcasts.apple.com) A Q&A with Danny Funt, author of “Everybody Loses: The Tumultuous Rise of American Sports...

Markets How volatile has 2026 been so far? (morningstar.com) History tell us volatility is a feature of financial markets. Act accordingly. (larryswedroe.substack.com) Historical edges can disappear. (quantifiableedges.com) Companies Allbirds ($BIRD) is...

Podcasts Daniel Crosby talks with Joseph Moore, author of “How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t).” (podcasts.apple.com) Amy Arnott and Christine Benz talk with Harry Margolis...

Strategy Ten beliefs about markets including ‘Survival is the most important and neglected goal for all investors.’ (behaviouralinvestment.com) Can you overdiversify your portfolio? (morningstar.com) Prediction markets Why market making...

Podcasts Joe Weisenthal and Tracy Alloway talk with Jonathan Heathcoate, co-author of the paper “A Macroeconomic Perspective on Stock Market Valuation Ratios.” (podcasts.apple.com) Pierre Daillie and Mike Philbrick talk portfolio buildling...

Crypto Strategy ($MSTR) purchased more Bitcoin. (theblock.co) Bitmine ($BMNR) purchased more Ethereum. (theblock.co) Companies Intel ($INTC) stock is having a moment. (msn.com) AI is messing with the terminal values of software companies....

Podcasts Ian Wenik and Alex Steger talk with Michael Batnick about internal succession and private credit. (citywire.com) Meb Faber talks private equity with Owen Lamont, a Portfolio Manager at Acadian Asset Management, and Randy Cohen, a finance...

Apple Apple ($AAPL) is testing smart glasses. (9to5mac.com) A look at the iPad 16 years in. (asymco.com) Autos Costco ($COST) is building standalone gas stations. (thedrive.com) Why Ferrari’s ($RACE) moat is unique. (wsj.com) Drones Ukrainian drones...