Research Just how activist are activist investors? (ft.com) Which analysts add the most value? (klementoninvesting.substack.com) How much of S&P 500 profits is being driven by investment gains? (substack.com) What happens when you properly measure...

Podcasts Brian Adams talks with Frazer Rice, Director of Family Office Services at Next Capital Management, about what happens after trusts and estate plans are established. (podcasts.apple.com) Daniel Crosby talks with Jamie Hopkins is the chief...

Markets Corporate profit margins rule all. (tker.co) AI trades are not a US-only phenomenon. (awealthofcommonsense.com) Good luck trying to forecast earnings a decade out. (ritholtz.com) ETFs A change is coming for cannabis stocks and ETFs....

Also on the site Saying no to algorithmic slop. (abnormalreturns.com) Are you a financial advisor? Sign up for the weekly Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing! Sign up for our daily e-mail...

Autos How Detroit markets pickup trucks to people who don’t really need pickup trucks. (nytimes.com) Americans are keeping their cars longer than ever. (wsj.com) Why the U.S. fell behind in EV adoption. (econofact.org) Why hybrid sales are...

Markets Gold is well off its highs. (axios.com) Semiconductor stocks have taken a hit from their highs. (semafor.com) ASML Holding ($ASML) is Europe’s most valuable company, ever. (bloomberg.com) When do rising interest rates start to...

Books A look at Tyler Goodspeed’s “Recession: The Real Reasons Economies Shrink and What to Do About It.” (worksinprogress.news) Joe Weisenthal and Tracy Alloway talk with Brendan Greeley, author of “The Almighty Dollar: 500 Years of...

Markets Five thoughts about the stock market including the surge in earnings. (ritholtz.com) Investors are constantly having to learn new vocabulary. (trendlabs.com) Finance Citadel wants to pay other hedge funds for ideas. (finance.yahoo.com) AlphaSense...

Podcasts Barry Ritholtz talks with Jason Zweig and William Bernstein about their late friend Jonathan Clements, author of “Money and Me.” (ritholtz.com) Jim Dahle talks with Ben Carlson, author of “Risk and...

Strategy There is no one perfect way to invest. (awealthofcommonsense.com) There is no obligation to performance chase. (behaviouralinvestment.com) The case for investing in family-led companies. (mastersinvest.com) IPOs How the IPO market stacks up in...