Markets Oil markets are tuning out Trump’s statements. (axios.com) Companies in the Stoxx Europe 600 index saw an 18% rise in Q2 earnings. (wsj.com) Markets lie less than politicians. (howardlindzon.com) ETFs Bryan Armour,...

Sign up Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Work in wealth management? Sign up for our advisor-exclusive Talking Wealth newsletter. (talkingwealthpod.com) Top clicks this week The rates environment...

Autos ~25% of global auto sales this year will be electric. (nytimes.com) Toyota ($TM) is set to become the biggest American car maker. (wsj.com) How rising DRAM prices will affect car prices. (theatlantic.com) Modern cars can catch fire even when they...

Indexing The first retail index fund, via Vanguard, turned 50 years old. (morningstar.com) Who won from the index fund revolution? (bloomberg.com) ‘Bogle’s folly’ turned out not to be. (wsj.com) Finance A look at the big players in...

Markets Bear markets are the price of admission for investors. (awealthofcommonsense.com) Don’t let your stock picking become your identity. (investmenttalk.co) How to avoid blowing up your account. (novelinvestor.com) Finance More evidence that...

Books An excerpt from “Valley of Death: How Big Tech Is Fueling the Future of War” by Sharon Weinberger. (wsj.com) A look at Danny Meyer’s new book, “What Could Possibly Go Right?” (mattrodbard.substack.com) Business How ESPN...

Markets A look at the state of the bull market. (spilledcoffee.co) A look at return dispersion in the components of the S&P 500. (axios.com) AI Recent hacks show AI companies don’t have a great handle on things. (ft.com) Where small language...

Podcasts Christine Benz and Amy Arnott talk with Jeff Ptak about the power of simplicity in investing. (morningstar.com) Frazer Rice talks with Meb Faber, author of “Investing in America: The Rise of a 250-Year Bull Market.” (youtube.com)...

Rates The rates environment has changed, forever. (mrzepczynski.blogspot.com) No matter where you look rates are rising. (allstarcharts.com) America’s annualized interest expense now exceeds defense spending. (axios.com) Markets We are in the midst of...

Private assets How to torture IRRs to get the result you want. (thealtview.substack.com) A round-up of recent economic research including ‘Buyout Performance with Assets Valued at Market.’ (alphainacademia.com) Increasingly, asset managers act...