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Aswath Damodaran
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The S&P 500 was flat for the month and the 10-year treasury rose from 4.45% to 4.74%, as tech and AI came under selling pressure, and fears of war and a slowing economy resurfaced. The ERP for the index at the start of August 2026 stood at 4.23%, with expected return inching up to 8.97%.
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18 September
Author and clean-energy analyst who writes on solar cost curves.
Excellent essay. It's plain that there are risks of damage from AI. Every technology ever invented has caused some harms, and this is a powerful one that will cause some harms along with the many benefits it will bring. That's distinct from fears of the end of the world. Quoting @clairlemon The belief that AI would eventually herald the end of humanity is not a new one. It has not arisen in response to the release of the LLMs of ChatGPT and Claude. It has not emerged as a response to recent technological developments. The story starts in the 90s, with @allTheYud. A precocious youngste… Related
17 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
15 September
Psychologist and writer. Author of the memoir Troubled: A Memoir of Foster Care, Family, and Social Class, and of a newsletter on human nature, psychology, social class and what he calls luxury beliefs.
"Turning pro changes how people perceive us. Those who are still fleeing from their own fears will now try to sabotage us...We will have to choose between the life we want for our future and the life we have left behind." Related
14 September
Professor of economics at George Mason University and Bartley J. Madden Chair at the Mercatus Center. Co-writes the blog Marginal Revolution and co-authors the textbook Modern Principles of Economics with Tyler Cowen.
13 September
Clinical psychologist, EMDR consultant and yoga teacher in Boulder, Colorado. Author of The Complex PTSD Workbook and EMDR Therapy and Somatic Psychology; writes on trauma, attachment and the nervous system.
As a friend called with protective wishes, I looked outside to see an owl in our tree, peacefully unbothered by a brave resident squirrel. Sitting below them, my fears dissolved. What do you make of animal encounters? Does animal medicine come to help us through tough moments? Related
11 September
President of the European Commission since 2019; previously Germany's defence minister.
Today, we remember. We remember that 25 years ago, the world stood still. We remember the 3,000 people who left home that morning and never returned. Where the Twin Towers once stood, two columns of light now rise into the New York sky. They remind us that light triumphs even on the darkest of days. My statement on 25 years since 9/11. link.europa.eu
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10 September
CEO of Positive Sum and founder of Colossus. Hosts Invest Like the Best, interviewing investors and business leaders; the guests do most of the talking there.
Walter Russell Mead (@wrmead) on why Xi Jinping fears a US counter-blockade, and how China might try to still take Taiwan: "Xi Jinping is committed to trying to get Taiwan. The Chinese need a very high probability of success to commit themselves past a certain point, because failure would be catastrophic for whoever launched it. I think they're trying to get themselves into a position where they could have a soft blockade. They could give the orders that any ship that wants to go to Taiwan first has to stop at a Chinese port and go through a customs clearing process to assert sovereignty. The… Quoting @patrick_oshag My conversation with Walter Russell Mead (@wrmead). Walter has spent decades studying how America came to dominate the world and whether it can keep doing it in an era of AI, robotics and what he calls personal politics. He's a columnist at the Wall Street Journal and the author of Special Providen… China Related
Computer science professor who works on fast data processing; co-author of the simdjson parser and a weekly blogger about software performance since 2004.
I approve this message. I have already lashed out at AI doomers, and I will keep doing so. I am not going to take your totalitarian culture. I am not taking your degrowth ideology. We are moving forward. We are building. Will there be risks? Sure. But you know what? Your risk of death grows exponentially as you age. You will die sooner than you think. There is no risk-free future, for any of us. We might face a madman with nukes or whatever else. Let us build. Let us have power AIs and spaceships. Let us reject abstract fears and shallow spiritual emergencies. Quoting @Dan_Jeffries1 Not only I am tired of these wild AI speculations of impeding doom from self important people: I resent them. I actively resent people proposing to crash the economy or proposing authoritarian control over my life and other people's lives with idiotic and dangerous ideas like chip control or bans o… Related
3 September
Writer and teacher on productivity and personal knowledge management. Author of Building a Second Brain and founder of Forte Labs, which runs the course of the same name.
Joe Hudson has been my coach since 2018. He also coaches the people actually building AI, at OpenAI and Google So I brought him the fears you sent me and watched him work backwards from each one to the person behind it In this new video, we go through them one at a time OpenAI Google Related
1 September
Genomics researcher and writer on science, biotech and the culture of research.
5 August
Programmer; makes Handmade Hero and teaches Performance-Aware Programming, and argues loudly about how software got slow.
27 July
Writer and academic, author of The Cult of Smart and How Elites Ate the Social Justice Movement; writes a daily newsletter on politics, education and culture.
13 July
Computer science professor at Georgetown University and author of Deep Work, Digital Minimalism and Slow Productivity; writes about focus, technology and work at calnewport.com and hosts the Deep Questions podcast.
Why Reading Matters Last week, Rose Horowitch published a splashy Atlantic article titled “The End of Reading is Here.” (Ironically, given the subject matter, it weighed in at ...
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2 July
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The S&P 500 capped off a middling month in June 2026, but had a stunning 2nd quarter, up 14.87%. Rising earnings helped, and the equity risk premium for the index stood at 4.17% over the 10-year treasury rate. Related
16 June
Historian of the Renaissance at the University of Chicago and a science-fiction novelist; wrote Terra Ignota and Inventing the Renaissance.
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What it is is 200 years of original thought using the ancients as the trellis up which the rose climbs in order to bloom.
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2 June
Non-fiction writer, podcaster and occasional TV host. Author of thirteen books including The Ghost Map, Where Good Ideas Come From and Extra Life, host of the PBS series How We Got To Now, and author of the Adjacent Possible newsletter on innovation.
2 May
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
In April 2026, US equities saw light in the midst of war and chaos. The S&P 500 rose 10.43%, its best month since April 2020, coming of COVID lows, and the ERP for the index dropped to 4.37%. The market was right then in being upbeat about the future. Is it right again? damodaran.com
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1 May
Freelance climate and energy analyst in Oslo, writing on Europe, the US and Australia; worked in the Australian renewables industry before that.
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The only solution is preventing the disease, not treating the symptoms.
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ketanjoshi.co
13 April
Writer and former Substack product manager; publishes essays and interviews on technology, culture and China at jasmi.news.
6 April
Writer and author of All the Wrong Moves; his newsletter covers meditation, relationships and creativity, and he co-runs a perfume line.
25 December 2025
Founder of the toy manufacturer Viahart; writes about manufacturing, importing and why bringing production back to America is harder than it sounds.
China America
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Between 2015 and 2025 US manufacturing wages rose 40%, while the cost of purchasing a home rose 93%.
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molsonhart.com
25 November 2025
Medieval historian at the LSE; writes Going Medieval and The Middle Ages: A Graphic History, and spends a lot of it correcting what people think the period was like.
4 September 2025
Palaeontologist at Queen Mary University of London; studies dinosaur behaviour and writes about what the fossil record can and cannot tell us.
Their words
So birds did not appear as a result of the dinosaurs going extinct. Birds lived alongside the dinosaurs for 100 million years. The birds were not new on the scene, and it's not like, "Oh, the dinosaurs died, and from the ashes rose the birds." No, they've been knocking around forever.
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24 May 2025
Historian of the Second World War; wrote Normandy '44 and Brothers in Arms, and co-hosts the We Have Ways of Making You Talk podcast.
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Well, everyone always says, the few were the last line of defense against the Nazi hordes and all this kind of stuff, and it’s all rubbish. They’re the first line of defense.
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23 March 2025
Founder and chief executive of Superhuman, the email client; previously founder of Rapportive, which he sold to LinkedIn; a professional game designer before that.
startups
Their words
And it struck me how the most well-known brands have stood for one clear thing. Like they have a clear position. And so in order for superhuman to be memorable, I believed that we needed to occupy a clear position that was unique and which was available and which reinforced our product strategy.
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19 January 2025
Historian at Stanford and the Hoover Institution; wrote Milton Friedman: The Last Conservative and Goddess of the Market, on Ayn Rand.
Their words
But she shared many of his ideas and when I think of Friedman, if you take away Anna Schwartz, if you take away Rose Friedman, if you take away the other woman who collaborated with him, you have a much thinner resume than the one he actually has.
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2 December 2024
Scottish crime writer, author of the Tony Hill and Karen Pirie novels; former journalist and broadcaster.
Royal Literary Fund applications for hardship grants for professional writers rose almost five-fold to 400% in the first financial quarter of 2024. RLF makes grants to authors who have traditionally published at least two books who are experiencing “reduced income” or “a change in circumstances”. Related
31 August 2024
Statistician at Carnegie Mellon; writes on complex systems, machine learning and inference, and has kept a books-read notebook since 2000 that is now thousands of entries long.
Their words
Mind candy military fantasy, in which Our Protagonists find themselves working as mercenaries for the Dark Lord's only-barely-less-evil ex-wife, on whom the narrator develops an unhealthy crush.
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bactra.org
27 June 2024
Medieval historian at the LSE; writes Going Medieval and The Middle Ages: A Graphic History, and spends a lot of it correcting what people think the period was like.
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