Markets A bear market need not a recession make. (axios.com) Not many stocks are making new lows. (allstarcharts.com) Strategy It’s easier to deal with market volatility in theory than in practice. (behaviouralinvestment.com) ESG investing has gotten...

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 Corrections happen more often than you remember. (optimisticallie.com) Market moves just happen faster these days. (awealthofcommonsense.com) Books “Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from...

Listening Google’s NotebookLM is a game-changer. (wsj.com) How ‘Smartless’ became a big and growing business. (nytimes.com) Venture capital Patrick O’Shaughnessy talks with Kareem Zaki who is a General Partner at Thrive...

IRRs The many problems with private equity IRRs. (on.ft.com) Doing the math on private equity performance. (valueandopportunity.com) Research Even the best performing stocks go through gut-wrenching drawdowns. (morganstanley.com) How macro effects move...

EVs EVs are getting cheaper and better, no matter who is in office. (nytimes.com) Why your EV should have a heat pump to help extend range in cold temperatures. (arstechnica.com) Battery manufacturing plants are going up as a new administration comes...

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...

Stay in touch 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 newsletter. (talkingwealthpod.com) Top clicks this week Just how much AI is driving...

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)...

Markets Samsung has joined the $1 trillion market cap club. (finance.yahoo.com) UK borrowing rates hit their highest level since 1998. (bbc.com) Strategy 10 lessons learned from Barry Ritholtz’s “How NOT to Invest.” (ritholtz.com)...