China Chinese EVs would clean up in the U.S. (theverge.com) China banned concealed door handles on EVs. (caranddriver.com) Why Chinese EVs won’t take over the world. (high-capacity.com) AVs Waymo raised $16 billion in capital to expand...

Strategy Vishal Khandewal, “Most investment mistakes aren’t failures of information. They’re failures of judgment” (safalniveshak.com) What makes for an ideal industry to invest in? (fortunefinancialadvisors.com) RIP, FCOJ. (axios.com)...

The biz Shane Greenstein and Brian Kenny talk with Ben Gilbert and David Rosenthal about how the Acquired podcast scaled over time. (hbr.org) Spotify ($SPOT) is partnering with Bookshop.org to sell physical books. (theverge.com) Bill Simmons talking his...

Strategy How big market moves engage different types of investors. (behaviouralinvestment.com) When it pays to bet on great businesses and just hang on. (permanentequity.com) Crypto HODLers are feeling the pain. (ft.com) Altcoins are feeling the...

Books A Q&A with Christopher Mathias, author of “To Catch a Fascist: The Fight to Expose the Radical Right.” (hamiltonnolan.com) An excerpt from “The Microbiome Master Key: Harness Your Microbes to Unlock Whole-Body Health and...

Markets A weaker dollar isn’t a problem, yet. (awealthofcommonsense.com) MSCI ($MSCI) has put Indonesia’s stock market on notice. (ft.com) Buyback growth is a global phenomenon. (snippet.finance) Technology It’s easy to forget how much...

Podcasts Ben Carlson talks Social Security with Mike Piper, creator of the Oblivious Investor blog. (youtube.com) Barry Ritholtz talks with Wes Gray, founder and CEO of ETF Architect. (ritholtz.com) Jim Dahle talks alternative investments with Larry...

Markets Non-US markets are sitting at all-time highs. (trendlabs.com) Defensive stocks led the way in January 2026. (on.spdji.com) Vanguard A look at the Vanguard fund fee reductions. (morningstar.com) Is Vanguard doing enough to solve service and...

Hedge funds How (successful) hedge funds generate alpha. (rupakghose.substack.com) Don’t let the name fool you, most hedge funds don’t hedge. (mrzepczynski.blogspot.com) Research Narratives matter in financial markets....

Markets How major asset classes performed in January 2026. (capitalspectator.com) What’s going on with the dollar? (ritholtz.com) Prediction markets The CBOE ($CBOE) wants to bring back binary options. (wsj.com) Polymarket is explicitly banned in...