Autos American reluctance aside, EVs continue to grow worldwide. (axios.com) GM ($GM) is promising cheaper, longer-lasting batteries, i.e. lithium-manganese-rich. (techcrunch.com) Ride-share drivers are having an increasingly hard time making money at...

Companies Charter Communications ($CHTR) and Cox Communications are merging. (cnbc.com) Meta’s ($META) Facebook and Instagram are increasingly scam-filled. (wsj.com) How big an additional opportunity is experiences for Airbnb...

Listening YouTube is launching a weekly top podcast list. (cnbc.com) Are podcasts the future of sports journalism? (awfulannouncing.com) Finance Justin Carbonneau and Jack Forehand talk with Kai Wu of Sparkline Capital about his paper ‘Investing...

Strategy How balanced funds work. (awealthofcommonsense.com) Managed futures is a long-term commitment. (priceactionlab.com) The stock market has bounced back. Now is your chance to de-risk if you were freaked out earlier. (primecuts.philpearlman.com)...

Books A Q&A with Adam Becker author of “More Everything Forever: AI Overlords, Space Empires, and Silicon Valley’s Crusade to Control the Fate of Humanity.” (arstechnica.com) An excerpt from “How to Fall in Love with Questions:...

Markets Why UnitedHealth ($UNH) is a big drag on the Dow. (axios.com) Buying the dip works until it doesn’t. (advisorperspectives.com) Companies Airbnb ($ABNB) wants to become an everything app. (spyglass.org) Who wins if OpenAI becomes a...

Podcasts Ben Carlson talks with Michael Sidgmore, Co-Founder and Partner at Broadhaven Ventures to discuss diversification using private markets (youtube.com) Cameron Passmore and Benjamin Felix talk with Abby Davisson about how to make better...

Finance Successful SPAC stories, like DraftKings ($DKNG), are few and far between. (sportico.com) Softbank continues to trade at a big discount to its NAV. (ft.com) Alternatives The Wellington, Vanguard, and Blackstone alternatives hookup is...

Quant stuff The case for upping the complexity of your models. (alphaarchitect.com) Some recent academic research including ‘Bond Factor Momentum and Its Predictability for Stock Returns.’ (alphainacademia.substack.com) A review...

Markets 2025 earnings estimates are coming down. (ft.com) How asset classes performed during prior recessions. (morningstar.com) Warren Buffett Fans of Warren Buffett ignore the most important part of his playbook. (optimisticallie.com) Warren...