As a reminder, MarketSurge (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Factors Are factors just a proxy for systematic forecast errors? (mailchi.mp) What matters for bond pricing, factor-wise? (caia.org) Looking for factor returns in old historical stock market data. (blogs.cfainstitute.org) Research Benchmarking...

AI is the new hungry kid at the Power smorgasbord. The immense Power requirements of AI infrastructure ramps to scale AI in this AI Tech Wave, is something I’ve discussed regularly in these pages. From the ‘AI Table Stakes’ that include power as a key...

Good evening. Welcome to Trends with No Friends. FOR THOSE JUST JOINING US, HERE’S AN OVERVIEW Stocks stalled to start the week. Every major index finished lower. The Nasdaq Composite dropped -1.18%. The S&P 500, Dow and Russell 2000 fell approx....

Also exotic ETFs, Jane Street opacity, portfolio trades, Costco gold and the ‘head of macro’ guy.

Companies What are the chances that Google ($GOOGL) gets broken up? (ft.com) Pfizer ($PFE) has an activist in Starboard Value. (wsj.com) ETFs Cambria and Alpha Architect are teaming up for the Cambria Tax Aware ETF ($TAX)....

Podcasts Blair duQuesnay talks with George Kinder about his new book “The Three Domains of Freedom.” (blairbellecurve.com) Daniel Crosby talks behavioral finance with Greg Davies, Head of Behavioral Finance at Oxford...

Sign up to receive Surface Area or follow me on Linkedin or Twitter. Book a meeting here to talk about ghostwriting from my agency, Principals Media. I do this thing on LinkedIn called “View from the Office.” It’s a series of short profiles of people I...

One statement/fact/truth comes to mind in trying to put together a post today to commemorate the long year since the October, 7 2023 massacre of Israeli’s by Hamas. It comes from Sam Harris: If Israel’s enemies laid down their weapons, there would be...

View the video of this post here. Turn the insights from Charlie’s 20 Rules into results for your financial future. Receive a Free Wealth Path Analysis from a Creative Planning advisor today. At Creative Planning, we’re proud to help clients experience...