Transport E-bikes are much more than a means of transportation. (theatlantic.com) Private jet usage is seeing continued growth. (semafor.com) Energy The U.S. can’t meet rising energy demand without renewables. (nytimes.com) Why there is a shortage...

Markets Nvidia ($NVDA) stock is struggling. (sherwood.news) European stocks are not struggling. (ft.com) Strategy How to think about liquid alternatives in a portfolio (morningstar.com) Barry Ritholtz’s “How NOT to Invest” is a master...

Listening What even is a podcast any more? (bloomberg.com) The case for quitting Spotify ($SPOT), or at least it’s algorithm. (vox.com) How Not to Invest Meb Faber talks with Barry Ritholtz author of “How Not to Invest: The ideas, numbers,...

Markets Markets are largely shrugging off the destruction of norms. (ft.com) S&P 500 companies returned a record amount of capital in 2024. (axios.com) The U.S. stock market is a standout in 2025, and not in a good way. (capitalspectator.com)...

Books An excerpt from “Abundance” by Ezra Klein and Derek Thompson. (theatlantic.com) An excerpt from Clay Risen’s new book “Red Scare: Blacklists, McCarthyism, and the Making of Modern America.” (slate.com) An excerpt from...

Strategy Risk is the cost of admission to the equity market. (bilello.blog) Investment mistakes compound over time. (behaviouralinvestment.com) Investors ‘chasing yield’ have fared poorly over time. (bloomberg.com) Finance Capitol One ($COF)...

Podcasts Bob Huebscher talks with Meir Statman about his book “A Wealth of Well-Being: A Holistic Approach to Behavioral Finance.” (roberthuebscher.substack.com) Carl Richards talks with Katie Gatti Tassin about how experience has reshaped...

Markets Credit spreads are not screaming recession. (ft.com) Earnings estimates are coming down. (sherwood.news) Long Europe, short US is the consensus trade. (on.ft.com) How Not to Invest Ten insights from Barry Ritholtz’s new book “How Not...

Tune Out the Noise You can now watch the Errol Morris documentary ‘Tune Out the Noise.’ (youtube.com) Why DFA helped make the movie. (institutionalinvestor.com) Quant stuff Almost all quants owe a debt to the late Barr Rosenberg. (on.ft.com)...

Markets Corrections happen more often than you remember. (optimisticallie.com) Market moves just happen faster these days. (awealthofcommonsense.com) Books “Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from...