MarketsBonds, stocks AND gold are all having a good year. (carsongroup.com)Utilities are crushing it in 2024. (on.spdji.com)Market quilts, including global markets, updated through Q3. (novelinvestor.com)CryptoMicroStrategy ($MSTR) is not the only company that has Bitcoin on the balance sheet. (blockworks.co)The SEC is not done with Ripple. (theverge.com)FinanceElection...

BooksAn excerpt from “She-Wolves: The Untold History of Women on Wall Street” by Paulina Bren. (wsj.com)Daid Epstein talks with Malcolm Gladwell author of "The Tipping Point: How Little Things Make a Big Difference." (davidepstein.substack.com)John T. Edge talks with Wright Thompson about his new book "The Barn: The Secret History of a Murder in Mississippi."...

MarketsThe U.S. is roughly 50% of global market cap. (apolloacademy.com)Are small cap stocks declining in quality? (advisorperspectives.com)Finding and exploiting an edge costs both time and money. (riskofruinpod.substack.com)Gen Z is getting a jump start on investing compared to prior generations. (downtownjoshbrown.com)Eli Lilly Can Eli Lilly ($LLY)...

PodcastsJill Schlesinger talks with Bill McBride of Calculated Risk about the state of the housing market. (youtube.com)Barry Ritholtz talks with Jeremy Schwartz about stocks for the long run. (ritholtz.com)Khe Hy talks about the pros and cons of cashing out in a company IPO with Rick Foerster. (youtube.com)Dan Haylett talks about the evolution of the...

September 2024The S&P 500 was up 2.14% in September 2024. (on.spdji.com)How major asset classes performed in September 2024. (capitalspectator.com)The S&P 500 is off to its best start since 1997. (sherwood.news)No matter how you slice it, the stock market has done pretty well. (axios.com)Q3 asset class returns, visualized. (novelinvestor.com)MarketsWhy...

AlphaCan skewness help identify outperforming mutual funds? (alphaarchitect.com)Is having tomorrow's newspaper today sufficient to make for profitable trades? (papers.ssrn.com)A historical estimate of private equity alpha. (papers.ssrn.com)BondsTreasury market liquidity is centered around month-end. (libertystreeteconomics.newyorkfed.org)What happens...