Barrons is absolutely amazing weekend reading if you're an investor! Can't imagine living without Barrons, WSJ, and FT on Saturday morning. Barron's

The biggest 20 stocks in the S&P 500 have added roughly $2 trillion in market cap so far this year; the other 480 have added $170 billion: Apollo's Slok via John Authers bloomberg.com/opinion/articl…

This rally has been a flight to safety Everything within the markets is saying tough recession ahead Gold rallying, US Treasuries catching a bid Cyclical stocks, small caps faltering, reits getting killed Apple and Microsoft have accounted for half the $SPY gain this year

$VIX below 20 doesn't accurately reflect the risk in this market

“Intensity is the price of excellence.” - Warren Buffett Chris Keith

One of the most important charts of the past two years. Bonds and their lack of diversification have created a big headwind for traditional balanced portfolios. Adding alternatives has been critical and is something we specialize in at Athos Capital Advisors.

Three charts that show how brutal the bond market has been over the past two years. $AGG #bonds

Great article on the entertainment business ft.com/content/db177b…

This season of Succession is off the charts good

Very good article from one of the largest capital allocators. Why I am not investing in a buyout for a long time to come ft.com/content/7a6bc5…

"For those properly prepared, the bear market is not only a calamity but an opportunity." - Sir John Templeton

Chart of the day

Enjoying this weekend read. Gradatim ferociter - “step by step, ferociously” (A Jeff Bezos maxim)

A great book!

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One basis for becoming more optimistic about the equity market - the market is no longer significantly out of sync with the likely trajectory of interest rates.

In Berkshire’s 1997 letter, Warren Buffett explains how he thinks about Market Fluctuations.

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