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Recent items include:
- Tracking Ron Baron's BAMCO Portfolio - Q1 2026 Update
- Walmart, Target, Home Depot, Fed Minutes, and More to Watch This Week
- Baron Small Cap Fund Q2 2026 Shareholder Letter
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Walmart, Target, Home Depot, Fed Minutes, and More to Watch This Week
The Stock Market Is Finally Rising Again—and It’s Getting Cheaper, Too
10 Wednesday AM Reads
My off-to-Camp Kotok morning plane reads: • World’s Biggest Hedge Fund Teaches the Wealthy How to Slash Taxes to Zero: Cliff Asness’s AQR supercharged tax-loss harvesting into a bu...
Billionaire Stanley Druckenmiller’s Op-Ed Criticizing Bessent Used AI
Druckenmiller blasted Treasury Secretary Scott Bessent’s bond buyback expansion in an op-ed published in the Wall Street Journal.
Barrick Mining (B) Is Preparing a Major Gold Asset Spin-Off. What Investors Should Know
10 Monday AM Reads
My back-to-work morning reads: • Vanguard Conquered the ETF World. Where It’s Aiming Next. Salim Ramji, who came over from BlackRock, inherits a firm built on Jack Bogle’s low-cost...
Trump Accounts Bring Windfall for Babies—and Also This One Fund
A handful of exchange-traded funds are about to teach American kids about the magic of compound interest. One of them could become a blockbuster.
10 Monday AM Reads
My back-to-work morning reads: • Is the AI Capex Bubble About to Burst? What 250 Years of Market History Tell Us. The spending on artificial intelligence will end, but probably not...
10 Thursday AM Reads
My late August morning reads: • What’s Cool in High School? Personal Finance: Thirty-nine states now require a personal-finance course to graduate — up four since 2024 — while econ...
“Reclusive” Barron Tr*mp is a big loser with no social life, according to insiders
Barron Tr*mp isn’t exactly living out the quintessential college summer
10 Wednesday AM Reads
My mid-week morning train WFH reads: • Are Inflation-Fighting Bonds on Sale?: I just bought more Treasury Inflation-Protected Securities. Plus, more questions for your adviser abou...
10 Wednesday AM Reads
My mid-week morning reads: • It’s a Concentrated World: The top 10 stocks in the S&P 500 make up almost 40% of the index. Each of the companies in the top 10 sport a market cap...
“Reclusive” Barron Tr*mp is a big loser with no social life, according to insiders
Barron Tr*mp isn't exactly living out the quintessential college summer
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