Markets Big changes in market structure are afoot including ‘Retail has become the structural bid.’ (citadelsecurities.com) Ten charts going into the second half of 2026. (bilello.blog) Some market insights including ‘Since the end of...

Books An excerpt from “Little Blue Dot: How GPS Shaped the Modern World” by Katherine Dunn. (washingtonpost.com) Tyler Cowen talks with Joel Mokyr, author of “Two Paths to Prosperity: Culture and Institutions in Europe and China,...

Strategy Even when you are ‘doing nothing’ when investing you are ‘doing something.’ (behaviouralinvestment.com) Most of the time the stock market goes up. (awealthofcommonsense.com) Companies Is OpenAI still on track to go public...

Podcasts Peter Lazaroff talks with Haley Sacks, author of “Future Rich Person.” (peterlazaroff.com) Christine Benz and Amy Arnott talk with Cody Garrett and Sean Mullaney co-authors of a new book “Tax Planning To and Through...

Markets U.S. stock returns are rarely normal. (ofdollarsanddata.com) Betting against U.S. stock has historically been a loser. (optimisticallie.com) Market bubbles are as old as markets. (acadian-asset.com) Finance State Street SPDR Nasdaq 100 ETF...

Books Phil Bak talks with Aaron Brown about his new book “Wrong Number: How to Extract Truth From a Blizzard of Quantitative Disinformation” (philbak.substack.com) A review of “Stock Market Maestros: The Winning Habits, Strategies,...

Markets The Mag 7 is underperorming YTD. (awealthofcommonsense.com) Small caps are not. (wsj.com) Finance Why dividend investing is dead. (flyoverstocks.com) Robinhood ($HOOD) defined Brokerage 1.0. ‘Brokerage 2.0’ is already...

Podcasts Michael Batnick talks with Jon Stein, founder of Warmer, a platform for helping people find the right human financial advisor.. (youtube.com) Sean Allocca and John Manganero talk with David Blanchett about big mistakes in retirement...

Markets We only know about structural breaks in retrospect. (humbledollar.com) Stuart Kirk, “The wisdom of crowds has never lain in the consensus. It lies in the disagreement.” (ft.com) Business Companies are choosing...

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