Markets A bear market need not a recession make. (axios.com) Not many stocks are making new lows. (allstarcharts.com) Strategy It’s easier to deal with market volatility in theory than in practice. (behaviouralinvestment.com) ESG investing has gotten...

Research Default options matter. (alphaarchitect.com) An allocation is not the same thing as exposure. (markovprocesses.com) A handful of stocks drive overall stock market performance. (wealthmanagement.com) How models can help identify losing...

Markets There’s little sign of stress in the financial markets. (trendlabs.com) Why the stock market often seems to defy common wisdom. (tker.co) Podcasts Patrick O’Shaughnessy talks with Dan Loeb of Third Point game. (youtube.com) Jon...

Podcasts Diana Britton talks with Mary Saylor who is the director of wealth management at Choreo. (wealthmanagement.com) Brendan Frazier talks with Dennis Moseley-William explains how to elevate your client experience to create fans and grow your...

Podcasts Barry Ritholtz talks with Jason Zweig and William Bernstein about their late friend Jonathan Clements, author of “Money and Me.” (ritholtz.com) Jim Dahle talks with Ben Carlson, author of “Risk and...

Stay in touch Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up for the weekly Talking Wealth newsletter. (talkingwealthpod.com) Top clicks this week Just how much AI is driving...

Markets Gold is well off its highs. (axios.com) Semiconductor stocks have taken a hit from their highs. (semafor.com) ASML Holding ($ASML) is Europe’s most valuable company, ever. (bloomberg.com) When do rising interest rates start to...

Gold Is the gold trade about eroding trust in the U.S.? (axios.com) What pundits are saying about the big gold rally. (ft.com) Is there a message in gold’s rally? (paulkrugman.substack.com) Strategy The best investors stay in the...

Strategy There is no one perfect way to invest. (awealthofcommonsense.com) There is no obligation to performance chase. (behaviouralinvestment.com) The case for investing in family-led companies. (mastersinvest.com) IPOs How the IPO market stacks up in...

Autos How Detroit markets pickup trucks to people who don’t really need pickup trucks. (nytimes.com) Americans are keeping their cars longer than ever. (wsj.com) Why the U.S. fell behind in EV adoption. (econofact.org) Why hybrid sales are...