MarketsMarket breadth is not great. (sherwood.news)The Magnificent Seven also stand out for their stock buybacks. (visualcapitalist.com)AlternativesThe Bogle Effect has not come for alternative asset classes. (ofdollarsanddata.com)Pension funds skip on the alternatives and just invest in low-cost index investments. (crr.bc.edu)StrategyThe many ways...

AlphaSenseAlphaSense is buying Tegus. (bloomberg.com)What next for AlphaSense? (mattober.co)Private equityAs alts go, so go pension fund returns. (papers.ssrn.com)Comparing the (real) volatility of private equity and private credit. (alphaarchitect.com)Secondary PE investments are a necessary part of the system. (caia.org)How much in taxes have private...

MarketsBig technological transitions are often associated with increase market concentration. (ritholtz.com)Every bull market is different. (bloomberg.com)StrategyShort-termism will crush a stock market investor. (awealthofcommonsense.com)Three things financial charlatans say including 'Here's how to get guaranteed returns.' (dariusforoux.com)Conor...

PodcastsMatt Zeigler talks with Daniel Crosby about his new book "The Soul of Wealth" and much more. (epsilontheory.com)Michael Kitces talks with Mark Berg, Founder of Timothy Financial Counsel, about using an hourly fee model. (kitces.com)Amy Arnott and Christine Benz talk with Andrew Blake who is associate director of wealth management for Cerulli...

MarketsWhy uranium prices are soaring. (bloomberg.com)Market earnings estimates keep heading higher. (tker.co)Is the return of RoaringKitty a sign or just noise? (humbledollar.com)FinancePensions went all-in on private equity. Now they are waiting for their cash back. (wsj.com)Bank of New York Mellon is cutting 'Mellon' out of its name. (ft.com)Wells...

Also on the siteFather time is undefeated: on the impact of cognitive decline on financial outcomes. (abnormalreturns.com)Top clicks this weekThe S&P 500 is getting three new members. (reuters.com)We are in a 'bear market for diversification.' (thinkadvisor.com)The stock market is increasingly concentrated. Should you be worried? (theirrelevantinvestor.com)More...