Solar power If solar energy keeps getting cheaper, what opportunities does it open up? (caseyhandmer.wordpress.com) How Dominion Energy largely shut down new solar projects in Virginia. (wapo.st) Energy The U.S. forgot how to build nuclear...

Markets 2025 earnings estimates are coming down. (ft.com) How asset classes performed during prior recessions. (morningstar.com) Warren Buffett Fans of Warren Buffett ignore the most important part of his playbook. (optimisticallie.com) Warren...

Markets Why UnitedHealth ($UNH) is a big drag on the Dow. (axios.com) Buying the dip works until it doesn’t. (advisorperspectives.com) Companies Airbnb ($ABNB) wants to become an everything app. (spyglass.org) Who wins if OpenAI becomes a...

Behavior Should the prospects for AGI change how you invest or work? (ofdollarsanddata.com) Joe Wiggins, “A key element of behaviour change is shifting incentives.” (behaviouralinvestment.com) Venture capital The venture capital world has split...

Podcasts Ted Seides talks with Michael Sidgmore is the Co-Founder of Broadhaven Ventures and the creator of the Alt Goes Mainstream podcast. (capitalallocators.com) Frazer Rice talks with Johanna David talk about three estate planning mistakes and how...

Finance Successful SPAC stories, like DraftKings ($DKNG), are few and far between. (sportico.com) Softbank continues to trade at a big discount to its NAV. (ft.com) Alternatives The Wellington, Vanguard, and Blackstone alternatives hookup is...

Strategy Our brains weren’t built for investing. (safalniveshak.com) The small cap bounce back will make stock picking fun again. (scheplick.com) Fund management Is Vanguard, and by extension Blackrock ($BLK), getting too big for its own...

Podcasts Peter Lazaroff talks private investments with Frank Kiniiry, head of the Investment Advisory Research Center within Vanguard’s Financial Advisor Services department. (peterlazaroff.com) Christine Benz and Amy Arnott talk with David Booth, Chairman...

EVs Toyota Motors ($TM) pushed off EV decisions as long as they could. (bloomberg.com) EV progress keeps happening, haters be damned. (vox.com) The number of high-speed charging stations surged in 2024. (axios.com) Transport NYC congestion pricing is...

Markets Why municipal bonds are underperforming in 2025. (morningstar.com) How much is too much U.S. stock exposure? (ft.com) Buffett Warren Buffett is stepping down as CEO of Berkshire Hathaway ($BRK.A) (cnbc.com) Who is Greg Abel, the next CEO of...