ModelingHow much can machine learning techniques help in model making? (aqr.com)Fancier models don't necessarily estimate the ERP better. (alphaarchitect.com)The case for ensemble models. (mrzepczynski.blogspot.com)Can AI replace stock analysts? (papers.ssrn.com)ResearchCrashes are the bane of momentum investors. (mrzepczynski.blogspot.com)Why time...

NetflixDon't be surprised if Netflix ($NFLX) starts airing NFL games. (spyglass.org)How Netflix ($NFLX) became the future of television. (theirrelevantinvestor.com)BREITHow has BREIT shrugged off the downturn in commercial real estate? (insights.finominal.com)Why private real estate may not belong in a structure like BREIT. (citywire.com)Fund managementWhy...

PodcastsDaniel Crosby talks with Naomi Win about why we hate uncertainty so much. (standarddeviationspod.com)Brendan Frazier talks with Emily Koochel about combining technology and financial psychology. (podcasts.apple.com)The bizWhat Goldman Sachs ($GS) hopes to achieve in the RIA custody business. (barrons.com)Why Focus decided to merge Buckingham...

MarketsNo news is good news for the stock market. (tker.co)The stock market has gone nowhere the past 10 weeks. (allstarcharts.com)What Wall Street jargon really means. (awealthofcommonsense.com)CompaniesApple ($AAPL) is now taking AI seriously. (nytimes.com)Adobe ($ADBE) is walking a fine line when it comes to AI. (theatlantic.com)FundsMutual funds...

Top clicks this weekWe are in the midst of a historic bond bear market. (awealthofcommonsense.com) Why TIPS are more attractive than nominal bonds at this point. (morningstar.com)Charlie Munger was constantly learning and "unlearning." (davisfunds.com)Stocks have stopped going up. (sherwood.news)Don't take your investing advice from TikTok. (ritholtz.com)The...

AutosRepublicans don't want EVs. (wapo.st)Ironically EVs are made largely in GOP districts. (msn.com)Good luck trying to turn off data sharing on your vehicle. (sherwood.news)TransportHow far along are self-driving semi-trucks? (apnews.com)How to replace the Francis Scott Key Bridge in Baltimore. (newatlas.com)EnergyGiant batteries are transforming...