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Weekend reading: Iceland drone footage, the Disney Charter standoff, how to think about cash
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Monday Macro: earnings still growing, PE might have troughed, and fininfluencers on trial
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Links for the weekend: AI, Taxes and China disinvestment (again)
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Investment Ideas: smarter dividend tracking ETFs shine and UK housebuilders looking cheap again
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Monday Macro - what to look out for in the next few quarters, Volatility and defaults inching up
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Weekly note for Aug 28th: The Pointy heads got it wrong about the markets, lots on China plus the UKs (nuclear) infrastructure problem
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