Markets A list of everything the stock market has overcome in the 2020s. (awealthofcommonsense.com) The semiconductors and health care sectors trade at the same forward P/E. (apollo.com) Private assets A look at rising private credit loan default...

Charles Schwab Charles Schwab ($SCHW) is looking for someone to run the long-short separately managed account (SMA) program. (citywire.com) Charles Schwab ($SCHW) is dropping FDIC for SIPC coverage for sweep cash. (riabiz.com) Why Charles Schwab ($SCHW)...

Strategy Language matters when it comes to market analysis. (tker.co) Gambling is a better business than stock brokerage. (trendlabs.com) Does valuation matter any more? (giftarticle.ft.com) Companies Berkshire Hathaway ($BRK.A) put some cash work in...

Also on the site Part 1 of our Q&A with Jack Raines, author of “Young Money: A Field Guide to Wealth and Purpose in Your Twenties.” (abnormalreturns.com) Part 2 of our Q&A with Jack Raines, author of “Young Money: A Field Guide...

Autos How headlights got so bright. (arstechnica.com) Ford ($F) wants to sex up its lineup of vehicles. (wsj.com) Large (heavy) pickup trucks are more likely to kill others in a crash. (bloomberg.com) Energy The Trump administration has spent some $4...

Strategy The first goal of investing is survival. (awealthofcommonsense.com) Sometimes a basket trade just makes sense. (oldroperesearch.substack.com) Young men are trading like crazy, and not all that happy about it. (finance.yahoo.com) Fund...

ETFs Investors in crypto ETFs have seen disappointing returns. (morningstar.com) This ETF has essentially been wiped out. (etf.com) SpaceX Just how much SpaceX ($SPCX) is spending on capex. (tomtunguz.com) These investors bought what they thought were...

Books Meb Faber talks with Liaquat Ahamed, author of “1873: The Rothschilds, the First Great Depression, and the Making of the Modern World.” (podcasts.apple.com) Part 1 of a Q&A with Jack Raines, author of “Young Money: A Field Guide...

The stock market The U.S. stock market keeps shrugging off bad news. (axios.com) Higher individual stock volatility is being offset by increased dispersion. (acadian-asset.com) Situational Awareness A look at the commonality between hedge fund...

Podcasts Phil Bak talks with Meb Faber, author of “Investing in America: The Rise Of A 250-Year Bull Market.” (philbak.substack.com) Christine Benz and Amy Arnott talk with Ryan Frederick, about the intersection of place and healthy...