Stocks Just how much AI is driving the stock market. (morningstar.com) Looking ahead to 2028 earnings. (tker.co) Rates What to make of rising interest rates. (awealthofcommonsense.com) Long term TIPS are now yielding near 3%. (bobeunlimited.substack.com)...

Also on the site AI models are not a trusted fiduciary. (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up for the weekly Talking Wealth...

Autos Nearly 30% of cars sold globally this year will be electric or plug-in hybrid. (semafor.com) Carvana ($CVNA) is getting into new car sales. (wsj.com) Waymo is still working out some kinks. (futurism.com) Confessions of a former robo-taxi...

Crypto Binance can’t seemingly quit Iran. (engadget.com) This crypto company has spent a lot to armor their executives vehicles. (ft.com) Oura Oura Health Oy has filed to go public. (cnbc.com) How Oura has succeeded in the wellness...

Finance Investment bank Lincoln International ($LCLN) went public. (pitchbook.com) What you need to know about evergreen funds. (caia.org) ETFs What you need to know about the Roundhill Memory ETF ($DRAM). (morningstar.com) The big ETF players are not...

Books A Q&A with Alex Mayyasi about “Planet Money: A Guide to the Economic Forces That Shape Your Life.” (sherwood.news) An excerpt from “Like, Follow, Subscribe: Influencer Kids and the Cost of a Childhood Online.” by...

Markets If you think the U.S. stock market is concentrated, check out South Korea. (ft.com) Just how much software and semiconductor stocks have disengaged. (chartkidmatt.com) Nvidia ($NVDA) is now more than 5% of the MSCI All-Country World Index....

Podcasts Christine Benz and Amy Arnott talk with Bill Bengen, author of ” A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.” (morningstar.com) Josh Brown talks Haley Sacks, aka Mrs. Dow Jones, author of...

Markets Despite the market moving higher there are signs of risk-off behavior. (trendlabs.com) How does the stock market do after three consecutive years of double digit returns? (ft.com) Emerging market indices are increasingly...

AI AI referees can distinguish between AI slop and actual research papers. (papers.ssrn.com) HFT requires a lot of compute. Dwarkesh goes backstage at a Jane Street data center. (youtube.com) Research The index rebalancing trade isn’t what it used to...