Finance Battery maker CATL is now public. (semafor.com) The SEC is losing staff and its willingness to enforce rules. (on.ft.com) Fund management Timing the market is hard: the case of the Pacer Trendpilot US Large Cap ETF ($PTLC). (morningstar.com)...

Podcasts Michael Batnick talks with Tim White and Danny Lohrfink of Wealth.com about trends estate planning. (youtube.com) Michael Kitces talks compliance with Leila Shaver, founder of My RIA Lawyer. (kitces.com) Josh Brown and Nick Sapienza break down...

Strategy You can’t eliminate the noise, but you can manage around it. (ritholtz.com) Should you exclude Chinese stocks from your international allocation? (morningstar.com) History only tells us so much about investment returns....

✨ Welcome Thank you for being an early adopter of Godspeed! Our journey will have moments of expansion followed by constructive action. This week, we’re adding structure with, The Godspeed Weekly. The Godspeed Weekly will share noteworthy market charts,...

This week, the FAA unveiled plans to modernize America’s air traffic control system — replacing 618 radars, upgrading 25,000 radios, and building six next-gen control centers. The overhaul comes amid mounting concerns that outdated infrastructure...

Fear has been the key first ingredient in in version of the Generative AI Tech Wave from its earliest days, that made it fundamentally different than most other technology waves. Our core AI ‘Godfather’s continue to be terrified of ‘it’. It started of...

Quant stuff A round-up of recent research on risk including ‘Financial and Business Cycle Risk Premia.’ (capitalspectator.com) A review of “Financial Statement Analysis for Value Investing” by Stephen Penman and Peter...

Listening The Longform Podcast is calling it quits. (defector.com) A list of some of the most popular (and influential) podcasters. (vulture.com) Economy Scott Galloway talks with Kyla Scanlon author of “In This Economy? How Money & Markets...

Markets The stock market doesn’t care about you. (tonyisola.com) How long do dollar moves last? (larryswedroe.substack.com) Real estate REITs have struggled to keep up with the stock market. (morningstar.com) The supply of office space is set...

The biz Apple ($AAPL) is losing its dominance as a podcast player. (bloomberg.com) Apple has launched a web app for podcasts. (theverge.com) The story of how Alex Cooper of “Call Her Daddy” fame went from unemployed to a nine-figure deal with...