Roger Federer vs. the Stock Market
Ben Carlson, A Wealth of Common Sense

US Stocks Beat Predictions Over the Past Decade. Can They Do It Again?
John Rekenthaler, Morningstar

Global Diversification Still Requires International Securities
Wes Crill, PhD, Dimensional

Why Concentrated Stock Positions Are A ‘Loser’s Game’
Larry, Swedroe, Financial Advisor

Johan Norberg’s Plan to Save the World Through Capitalism
Laurence B. Siegel, VettaFi Advisor Perspectives

The Indispensability of Risk
Howard Marks, Oaktree Capital Management

The Perils of the Fed’s Vast Bond Holdings
Jeff Sommer, The New York Times

Meet Salim Ramji, Who Is Going to Oversee the Retirement Assets of Tens of Millions of Americans
Jack Pitcher, The Wall Street Journal

America’s Economy Is No. 1. That Means Trouble.
Greg Ip, The Wall Street Journal

Is robotics about to have its own ChatGPT moment?
Melissa Heikkilä, MIT Technology Review

Everything is Obvious
Joe Wiggins, Behavioural Investment

Daniel Kahneman Changed How We Think About Human Nature
Daniel Read, RealClearScience

The Rewarding Distribution of US Stock Market Returns
Dimensional

The Fed’s Conundrum: Interest Rates Are Both Too High—and Too Low
Justin Lahart, The Wall Street Journal

Rogoff Says Biden, Trump Favor ‘Blowing Up’ U.S. Debt
Christopher Anstey, Financial Advisor

Inside the Operating Room: Doctors Test a Revolutionary Brain-Computer Implant
Jo Craven McGinty, The Wall Street Journal

Japanese Lessons
David Kelly, Notes on the Week Ahead

A $1 Trillion Conundrum: The U.S. Government’s Mounting Debt Bill
Eric Wallerstein, The Wall Street Journal

Investors Are Almost Always Wrong About the Fed
Eric Wallerstein, The Wall Street Journal

Macro is Hard
Ben Carlson, A Wealth of Common Sense

From downturn to upswing: Strong fourth-quarter returns in stocks and bonds
Francis M. Kinniry Jr., CFA, Ted Dinucci, CFA and Chris Tidmore, CFA, Vanguard

Conference Roundup: The End of the Dollar, or Not
Laurence B. Siegel, AJO Vista

El-Erian Says It’s Too Soon for Fed to Declare Inflation Victory
The Wealth Advisor

Hopescrolling: 52 fact-based optimistic news from every week in 2023
Warp News

Higher Interest Rates Are Here to Stay
Kenneth Rogoff, Project Syndicate

2023: the year of sticker shock
Justin Klawans, The Week

The Office Market Had It Hard in 2023. Next Year Looks Worse.
Peter Grant, The Wall Street Journal

How Were So Many Economists So Wrong About the Recession?
Tyler Cowen, Bloomberg