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Longform links: suspicious markets
Tadas Viskanta Abnormal Returns
Books A look at Tyler Goodspeed’s “Recession: The Real Reasons Economies Shrink and What to Do About It.” (worksinprogress.news) Joe Weisenthal and Tracy Alloway talk with Brendan Greeley, author of “The Almighty Dollar: 500 Years of...
14 hours ago
1 MIN READ
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Wednesday
Stocktwits Chart Art
Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday 🛢️: Stocks pulled back from all-time highs as oil, yields, tariffs, and Beige Book inflation pressure hit the tape at once. Broadcom beat and guided higher, but its software miss gave...
1 day ago
4 MIN READ
AI Software + Macro Report Card
AI Software + Macro Report Card
Tom Bruni The Daily Rip
Presented by CLOSING BELL Good afternoon, and happy Wednesday. The market closed red, pulling back from all time highs after oil and yields put pressure back on the tape. Iranian strikes hit Kuwait today, decimating an airport and ceasefire hopes. Crude...
1 day ago
10 MIN READ
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Government & Corporate AI Stakes get Bigger. ARD #89
Michael Parekh AI: Reset to Zero
Today’s theme: government and corporate AI stakes get bigger — and soon public investors will have to weigh the consequences, not just the presumably more sophisticated private ones to date. The White House hits a compromise on US AI regulation. China...
1 day ago
12 MIN READ
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Wednesday links: the returns to being rich
Tadas Viskanta Abnormal Returns
Markets Five thoughts about the stock market including the surge in earnings. (ritholtz.com) Investors are constantly having to learn new vocabulary. (trendlabs.com) Finance Citadel wants to pay other hedge funds for ideas. (finance.yahoo.com) AlphaSense...
1 day ago
2 MIN READ
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Personal finance links: winning at life
Tadas Viskanta Abnormal Returns
Podcasts Barry Ritholtz talks with Jason Zweig and William Bernstein about their late friend Jonathan Clements, author of “Money and Me.” (ritholtz.com) Jim Dahle talks with Ben Carlson, author of “Risk and...
2 days ago
2 MIN READ