Come for the Alpha – sign up here Good morning… I hope everyone had a fun 4th of July. We are in Coronado, which is always a special place to be on July 4th weekend. I moved to The Unites States (Arizona) for business graduate school back in 1989...

Here’s a preview of what we’ll cover this week:  Macro: 250 Years, and Still Flourishing; The Jobs Report Markets: The Great Semis Unwind Has Begun; The AI buildout Needs a Power Cord; The Compliance Gene Lumida Curations: Dylan Patel on Why Nvidia Is...

The Bigger Picture, Sunday, July 5, 2026 This weekend, the United States of America turned 250. I’ve been waiting for this a long time. As a first-generation American — since I landed in Auburn Alabama as a 17-year-old in 1977 — I want to step back...

Presented by 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 and tracks their performances over...

OVERVIEW Stocktwits Crypto Data Dive – Week 26 Welcome to the Stocktwits Crypto Data Dive for Week 27 of 2026! 📊 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...

Autos Tesla ($TSLA) had a good Q2. (arstechnica.com) On the (potential) return of the small pickup. (wsj.com) It’s not just Buc-ee’s. Gas stations are getting bigger. (cnbc.com) On the relationship between speed and fuel consumption....

Anthropic Freed to Release Fable 5: Anthropic was allowed by the US government after two and a half weeks, to re-release its latest frontier model Fable 5 back globally. Its companion Mythos model is still on a gated release approved case by case by the...

Finance Blackstone ($BX) backed Jersey Mike’s has filed to go public. (restaurantdive.com) The art market is increasingly financialized. (humbledollar.com) Private credit Blue Owl ($OWL) sees continued redemption requests. (finance.yahoo.com) Why...

Today’s theme: defining ‘The Other’ in the fast-developing ‘Us vs Them’ Enterprise AI market narrative. Enterprise software companies large and small are aligning themselves against the frontier AI companies — Anthropic and OpenAI in particular....

Playing Devil’s Advocate Last week, I walked through “The Best Stocks You Don’t Own” The message was pretty simple. I’m bullish on the market, but I’m bullish in a very specific way. The better opportunities right now continue to be under the surface,...