Markets The stock market has powered through the war due to AI and semiconductors. (giftarticle.ft.com) Crazy markets can always get crazier. (awealthofcommonsense.com) Private assets KKR & Co. is injecting $300 million into a private credit fund...

Podcasts Michael Batnick talks with Michael Kitces about AI’s impact on wealth management. (youtube.com) Paul Richards and Joe Wiggins talk about the curse of knowledge and how to communicate complex information to different...

Markets The stock market rally is broadening out. (trendlabs.com) Stocks are rallying despite poor consumer sentiment. (carsongroup.com) Strategy Different stocks have differing durations. (flyoverstocks.com) Why AI-generated investment content is a waste...

Fund management Stock market concentration is an issue, but do you know better than the market? (morningstar.com) The active/passive dichotomy is played out. (larryswedroe.substack.com) How mutual funds differ from CITs. (bloomberg.com) Prediction...

Markets The top 10 companies in the S&P 500 generate over a third of its earnings. (apollo.com) Have you checked out China’s stock market recently? (trendlabs.com) UK stocks are having a moment. (global.morningstar.com) Strategy Nobody...

Quant stuff A round-up of recent academic research including ‘ Options Trading Strategy in Earnings Season.’ (alphainacademia.com) A new monograph “The Active Side of Indexing” by Rob Arnott and Lillian Wu just...

Crypto Vanguard will now allow crypto ETFs on its platform. (financial-planning.com) What business is Strategy ($MSTR) actually in? (ft.com) What Jim Chanos has to say about Strategy’s ($MSTR) strategy. (sherwood.news) Prediction markets Kalshi...

Markets A look at the best performing stocks of the past 20 years. (bespokepremium.com) The great bond bull market is over. (mrzepczynski.blogspot.com) Strategy No one is immune from investment FOMO. (awealthofcommonsense.com) How much foreign equity...

Also on the site Don’t confuse something scarce for a novel asset class. (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (newsletter.abnormalreturns.com) Are you a financial advisor? Every Friday we send a...

Economy Cardiff Garcia talks with Jared Bernstein about the post-Bidenomics economy. (podcasts.apple.com) Laurence Kotlikoff talks with the FT’s Martin Wolf about the impact of Trump on the global economy.. (larrykotlikoff.substack.com) Russell...