As a reminder, MarketSurge (by Investor’s Business Daily) is 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...

Podcasts Michael Batnick talks with Matt Middleton, the founder and CEO of Future Proof, about what it took to change the conference market. (youtube.com) Michael Kitces talks with Christopher Haigh, the CEO of Iconoclastic Capital, how the firm is using...

From the outside, building gigawatt AI Data Centers and Power at scale, sometimes seems like just putting a whole bunch of legos together. Investors have been aggressively placing their bets this AI Tech Wave. With the expectation that building...

The Weekend RipHappy Weekend! U.S. markets moved from holiday pause to full macro-policy chaos, with hawkish Fed signals, sticky inflation, weaker growth, and a widening trade deficit colliding with escalating Iran risk and oil volatility. The biggest...

Happy Sunday from beautiful Coronado. I am heading for a ride right after I get this post done. I really enjoyed this essay by Baheet on The Attention Economy and Attention Finance. Do read it. The essay brings a lot of jumbled ideas in my head together...

Here’s a preview of what we’ll cover this week:  Macro: Walmart Stays Constructive On Economy; Trump Wants Tariffs Markets: Midterm Risk; Software Is Value?; Antero Resources: The Energy Play; CLAUDE: Sovereign AI Is Here; Robinhood Ventures Lumida...

Markets How ‘HALO’ explains the 2026 stock market. (wsj.com) Bitcoin needs a new narrative. (finance.yahoo.com) Private assets Investors are not buying what Blue Owl ($OWL) is selling. (herbgreenberg.com) Boaz Weinstein’s Saba Capital wants to...

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The Bigger Picture, Sunday, 2/22/2026 Regular readers know I’ve been obsessively focused for months, on the tariff developments from the administration. Especially in the context of technology and the AI Tech Wave companies. I’ve argued that it’s a...

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...