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...
Podcasts Chris Hutchins talks with Nick Maggiulli about his forthcoming book “The Wealth Ladder: Proven Strategies for Every Step of Your Financial Life.” (chrishutchins.com) Jill Schlesinger talks with Barry Ritholtz about his new book...
It’s down to brass tacks on the iconic Microsoft/OpenAI partnership. After months of speculation, lots of leaks, and behind the scenes negotiations, the two partners seem to be at loggerheads. They need to find to move together while concurrently move...
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....
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...
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...
Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market rebounded after reports that Iran was seeking a ceasefire through communication with the U.S. after four days of air warfare scared equities into a sell-off. This week is the G7...
Presented by StartEngine CLOSING BELLMarket Climbs On Hope For Peace [belated] The market climbed after a weekend of protests and parades when news reports said Iran was trying to communicate with the U.S. to achieve a ceasefire with Israel. It was a...