MarketsEarnings continue to be supportive of the bull market. (carsongroup.com)Measures of corporate sentiment are ticking higher. (wsj.com)ETFsThe number of single-stock ETFs is growing. (wsj.com)Good performance need not equal AUM. (etf.com)Sports businessSports betting companies are looking for new ways to get your money. (cnn.com)Can a sports league...
PodcastsBrett McKay talks with Jared Dillian author of "No Worries: How to Live a Stress-Free Financial Life." (artofmanliness.com)Cameron Passmore and Benamin Felix talk with Scott Galloway author of "The Algebra of Wealth: A Simple Formula for Financial Security." (rationalreminder.libsyn.com)Barry Ritholtz talks with Larry Swedroe about the challenge...
MarketsWhy TIPS are more attractive than nominal bonds at this point. (morningstar.com)Chinese stocks have badly underperformed for more than a decade. (sherwood.news)ETFsJust because somebody puts a strategy in an ETF wrapper doesn't mean you need to buy it. (rogersplanning.blogspot.com)Is there another class of investors able to push spot Bitcoin...
MomentumMomentum matters, but its complicated. (alphaarchitect.com)Institutional investors drive same-weekday momentum. (papers.ssrn.com)InstitutionalPrivate equity is ripe for disruption. (papers.ssrn.com)Institutional benchmark manipulation is real. (caia.org)HouseholdsDon't dismiss household subjective expectation surveys. (papers.ssrn.com)Individuals...
MarketsWe are in the midst of a historic bond bear market. (awealthofcommonsense.com)The price of gold has gotten ahead of itself. (marketwatch.com)Charlie MungerCharlie Munger was constantly learning and "unlearning." (davisfunds.com)Why every investor would do well to have their own Charlie Munger. (alchemy.substack.com)FinanceThe 0DTE business is...
PodcastsBrendan Frazier talks with Emily Koochel about the difference between behavioral finance and financial psychology. (wiredplanning.com)Steve Chen talks with Jordan Hutchison, Vice President of Technology for RFG Advisory, about the evolving landscape of financial planning. (newretirement.com)Sam Parr talks with Taylor and 'Jane' about how to...
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