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...

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...

Strategy If diversification is good, why not diversify globally? (humbledollar.com) Don’t make your investing more complicated than it needs to be. (flyoverstocks.com) Investing doesn’t need to be flashy to succeed. (jridley.substack.com)...

Top clicks this week The U.S. is in the midst of an ‘epic bull market.’ (awealthofcommonsense.com) Don’t ever hand your phone over to the police. (theverge.com) The time to prepare for a bear market is before it is on the...

Autos Why self-driving cars will eventually become mundane. (allenpike.com) Waymo is going to buy US-made Hyundai EVs. (bloomberg.com) The biggest barrier to EV adoption is charging. (sherwood.news) Bi-directional charging is a big feature of...

ETFs The hunt is on for good ETF tickers. (bloomberg.com) Fidelity is converting two muni bond funds into ETFs. (advisorhub.com) Will investors go for PE replication ETFs? (ft.com) Finance Just how big is private credit? (marketwatch.com)...

Listening Why chat podcasts rule the industry. (wired.com) CEOs are increasingly going on (and hosting) podcasts. (ft.com) Would you listen to a AI-generated podcast discussion? (tomtunguz.com) Economy Tyler Cowen talks with Kyla Scanlon author of...

Markets Bonds, stocks AND gold are all having a good year. (carsongroup.com) Utilities are crushing it in 2024. (on.spdji.com) Market quilts, including global markets, updated through Q3. (novelinvestor.com) Crypto MicroStrategy ($MSTR) is not the...

Books An excerpt from “She-Wolves: The Untold History of Women on Wall Street” by Paulina Bren. (wsj.com) Daid Epstein talks with Malcolm Gladwell author of “The Tipping Point: How Little Things Make a Big Difference.”...