Proxy advisers, total portfolio approach, cat bonds, First Brands has some more invoices to sell and Asian meme investors.

The core debate underlying LLM AIs (large language models) to date, is whether they can by thsmselves get us to AGI (artificial general intelligence). Or are they just stochastic parrots that don’t yet understand enough of the broader, physical world to...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market climbed overall, held up on hopes the shutdown is ending soon, while tech fell after SoftBank sold Nvidia stock again. *The ST Sentiment Score & Message Volume scales range from 0 to...

Presented by CLOSING BELLBuffett Was A Fortunate Son The market was falling Tuesday, but turned around late in the day, despite news the shutdown may be over as the Senate sent a bill to the House for approval. The market was holding its breath, watching...

OVERVIEW This Negative Is A Positive 🤔 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView ON-CHAIN ANALYSISFour Assets, One Message:...

Strategy Why you can’t simply push reset on your portfolio. (fortunesandfrictions.com) Not surprisingly, there is a link between problem gambling and trading. (klementoninvesting.substack.com) Finance How can a private loan go from 100 cents on...

Also First Brands, AI long-termism and Tether gold trading.

Quant stuff A round-up of recent academic research papers including ‘Momentum Factor or Factor Momentum in REIT Market?’ (alphainacademia.substack.com) Asset managers need to decide what AI is good for, and what it is not....

As a reminder, MarketSurge (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

I’ve discussed often how Perplexity continues to punch above its weight amongst the leading LLM AI players this AI Tech Wave . Whether it’s in fielding state of the art AI Browsers, or offering multi-LLM driven AI Search, or doing big marketing...