Autos Global auto makers have written off a lot of EV investments. (semafor.com) The U.S. is now effectively out of the business of regulating auto emissions. (nytimes.com) Uber ($UBER) is going to start investing in AI charging infrastructure....

Regulation The SEC has dramatically cut back on enforcement actions. (ft.com) Lax enforcement is allowing some ETFs to exceed position limits for private shares. (ft.com) Prediction markets What’s the argument for a prediction markets...

Listening Podcasting is now all about video. Apple ($AAPL) weighs in. (bloomberg.com) This should be a standard feature, not an add on, when it comes to audiobooks. (techcrunch.com) Business Ben Carlson talks with Eric Finnigan⁠, VP at John Burns,...

Strategy It’s naive to think publicly available data will help you pick stocks successfully. (ritholtz.com) Joe Wiggins, “If you want to understand how an investment team behaves, you really want to know what it measures, how and...

Books An excerpt from “Choose Wisely: Rationality, Ethics, and the Art of Decision Making” by Barry Schwartz and Richard Schuldenfrei. (behavioralscientist.org) An excerpt from “Smitten: Romantic Obsession, the Neuroscience of Limerence,...

Markets People are finally waking up to international stock outperformance. (awealthofcommonsense.com) Apple ($AAPL) is trading on its own relative to its peers. (bloomberg.com) JP Morgan JP Morgan Chase ($JPM) keeps opening up new retail locations....

Podcasts Barry Ritholtz talks with Doug and Heather Boneparth, authors of “Money Together.” (ritholtz.com) Have you read “The Millionaire Next Door”? Mike Hobbes and Peter Shamshiri have. (podcasts.apple.com) Peter Lazaroff talks...

Markets Dollar bearishness is pretty high, all things considered. (ft.com) Big Tech is issuing bonds hand over fist in 2026, (axios.com) Shrinking share count is a global phenomenon. (snippet.finance) 90% of global bonds trade below 5%....

Retail investors The type of stocks that retail investors favor. (alphaarchitect.com) Evidence shows that retail investors just aren’t that great. (morningstar.com) Companies Do index funds increase corporate...

Podcasts Peter Lazaroff talks with Ranie Verby, Plancorp’s Director of Practice Management, about what separates advisers. (peterlazaroff.com) Brendan Frazier on how to confidently communicate a firm transition while maximizing client...