Good afternoon from Coronado. I was having lunch a few weeks back in New York with Fred Wilson to catch up on all things venture and we had a fun conversation. He was telling me about how much he loved his new self driving $TSLA ( ▼ 1.05% ) because of...

Presented by The Weekend RipHappy Weekend! Markets swung hard all week, sliding below key averages early, rebounding on Nvidia’s monster earnings, then collapsing on jobs data and crypto liquidations before closing Friday green on chip‑sale rumors and...

View the video of this post here. This week’s post is sponsored by YCharts. Is the AI boom a bubble… or the early innings of a supercycle? Join me and YCharts for a live show on December 4th breaking down how today’s boom compares to past cycles like...

Here’s a preview of what we’ll cover this week:  Macro: The U.S. Economy Keeps Defying the Bears; Rate Cut Odds Soar Higher; How was the Labor Market Data? Markets: The Dot Com Flashback; Time To Buy Quality; Fear Is Maxed Out; Software Vs AI...

Markets Average years in the stock market are relatively rare. (carsongroup.com) It’s going on two decades since we had a long bear market. (awealthofcommonsense.com) The P/E for the S&P 500 is pretty much flat on the year. (chartkidmatt.com)...

Also on the site Freedom, democracy and long term stock market returns. (abnormalreturns.com) The great wealth transfer also includes a lot of unwanted stuff. (abnormalreturns.com) Stay in touch Don’t miss a thing! Sign up for our daily...

The Bigger Picture, Sunday, November 23, 2025 The importance of the Middle East to this AI Tech Wave over the last few years has been well documented here in detail at AI: RTZ. It’s also of personal interest given that I grew up in Kuwait, and built...

Sponsor this newsletter OVERVIEWHappy Saturday Welcome to the Stocktwits Top 25 Newsletter this week! The Stocktwits Top 25 reports the 25 best-performing stocks in the S&P 500, Nasdaq 100, and Russell 2000 year to date (YTD) and tracks their...

OVERVIEW Stocktwits Crypto Data Dive – Week 47 Welcome to the Stocktwits Crypto Data Dive for Week 47 of 2025! 📊 In this issue, we’ll dive into the data to keep you informed about the progress of the overall crypto market and shine a spotlight...

Housing Holds the Key I ran through a mountain of charts on Thompson Two Cents Live yesterday. But if you want to understand the consumer right now, you only need one… housing. When you’re talking about consumer spending, you’re really talking about...