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AI: The true costs of 'an Economy for Sale'. RTZ #691
AI: The true costs of 'an Economy for Sale'. RTZ #691
Michael Parekh AI: Reset to Zero
Big tech companies in the US and abroad are doing what they must do to navigate the new global Trump Tariff world. Something I’ve discussed in multiple parts, as a trend in this AI Tech Wave. Where companies from Apple to Nvidia to to OpenAI/Softbank to...
4 hours ago
6 MIN READ
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Tuesday links: the range of outcomes
Tadas Viskanta Abnormal Returns
Liquidity The bid-ask spread on corporate bonds has blown out. (apolloacademy.com) Junk bond spreads have surged. (ft.com) Diversification Diversification means seeing parts of your portfolio underperforming. (ofdollarsanddata.com) Diversification is a...
16 hours ago
2 MIN READ
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The Best Masters Ever
Howard Lindzon Howie Town
Good afternoon… As I have been preaching here, despite my lack of interest in playing the game the last few years, the golf boom is accelerating. I will chime in below my two favorite videos post Masters on the Masters Justin Rose interview…every...
16 hours ago
3 MIN READ
Next-Gen Last Mile Logistics…
Next-Gen Last Mile Logistics…
Godspeed Godspeed
Happy Tuesday! The Dallas – Fort Worth metro area has become a launchpad for innovative logistics. Earlier this month, Serve Robotics initiated operations in partnership with Uber Eats. Last week, Zipline’s drone delivery service made its debut in...
18 hours ago
1 MIN READ
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Research links: expected value
Tadas Viskanta Abnormal Returns
Recent volatility Last week was a good reminder than stock market returns are not normally distributed. (mrzepczynski.blogspot.com) It’s hard to argue that the range of possible outcomes hasn’t increased. (acadian-asset.com)...
19 hours ago
1 MIN READ
AI: On the threshold of 'New' AI 'thinking'. RTZ #690
AI: On the threshold of 'New' AI 'thinking'. RTZ #690
Michael Parekh AI: Reset to Zero
OpenAI outlined their roadmap to artificial general intelligence (AGI) last year with ‘5 levels’ and an undefined time line measured in years (see chart below). Starting with Chatbots like OpenAI ChatGPT as Level 1, to AI reasoning as Level 2, AI...
1 day ago
6 MIN READ
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Stocktwits Chart Art: April 14, 2025
Stocktwits Chart Art
Presented by STOCKTWITS CHART ART: APRIL 14, 2025The Stocktwits Summary 📝 The market closed barely in the green for the second day in a row, a rare thing these days. Over the weekend, the White House posted an exemption for tech imports, and Nvidia said...
1 day ago
4 MIN READ
Tech Exemption Brings Second Green Day In A Row
Tech Exemption Brings Second Green Day In A Row
Tom Bruni The Daily Rip
NEWSTech Exemption Brings Second Green Day In A Row Source: tenor The market flipped the script and actually stayed up for a second day in a row Monday, after the White House annouced everything computer would get exemptions from tariffs. Apple led the Mag...
1 day ago
11 MIN READ
MANTRA: The Anatomy Of A Collapse 📉
MANTRA: The Anatomy Of A Collapse 📉
Jonathan Morgan The Litepaper
OVERVIEW MANTRA: The Anatomy Of A Collapse 📉 Before we dive in, here’s today’s crypto market heatmap: Source: Santiment And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView NEWS IN THREE SENTENCESCrypto News...
2 days ago
10 MIN READ
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The Week in Charts (4/14/25)
Charlie Bilello Charlie Bilello
View the video of this post here. In times of market uncertainty, staying informed and focused is more important than ever. At Creative Planning, we’re here to help you navigate today’s volatility with clarity, confidence, and a plan that aligns with...
2 days ago
5 MIN READ