MarketsBull markets are only easy in retrospect. (downtownjoshbrown.com)Last year's stock market performance doesn't tell you much after this year. (awealthofcommonsense.com)The stock market is not the economy. (humbledollar.com)CompaniesIt was a busy week in AI. (bigtechnology.com)Reddit ($RDDT) is going to license data to OpenAI. (sherwood.news)First...
Top clicks this weekThree assets that don't diversify your portfolio as well as you think. (morningstar.com)The problematic math of passing down generational wealth. (blogs.cfainstitute.org)International diversification requires a long time horizon. (awealthofcommonsense.com)The S&P 500 is now nearly 40% of global market cap. (apolloacademy.com)Don't...
AutosWaymo cars are making 50,000 paid trips a week. (engadget.com)Pedestrian deaths are a function of speed. (vox.com)Detroit may regret killing off the sedan. (fastcompany.com)Why auto insurance premia are soaring. (nytimes.com)Why 'stroads' are the bane of American cities. (wsj.com)TransportGPS spoofing continues to grow. (ft.com)Urban transit systems...
MarketsUtility stocks are having a moment. (barrons.com)Bonds seem to have bottomed. (allstarcharts.com)StrategyBig round numbers don't matter unless you hold on. (theirrelevantinvestor.com)There are two approaches to investing. (mrzepczynski.blogspot.com)It's easy to forget the pain of volatility. (wggtb.substack.com)Venture capitalFigma shareholders...
BusinessLogan Bartlett talks with Sam Altman, CEO of OpenAI. (podcasts.apple.com)Sam Dogen talks with Emily Luk, Co-Founder and CEO of Plenty. (sites.libsyn.com)Private creditMatt Reustle talks the evolution of private credit with Armen Panossian is the co-CEO of Oaktree. (joincolossus.com)Cameron Passmore and Benjamin Felix talk about whether private...
MarketsThree assets that don't diversify your portfolio as well as you think. (morningstar.com)Risk-on assets have failed to outperform in 2024. (allstarcharts.com)How market consensus forms. (mrzepczynski.blogspot.com)ExchangesCME Group ($CME) is planning to launch bitcoin trading. (ft.com)The CFTC doesn't want you betting on event contracts. (sherwood.news)FinanceBerkshire...
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