OVERVIEW Altcoin Funding Rates Look Calm. The Last Time They Looked This Calm, They Did Not Stay That Way 🤯 Here’s What’s Happening 👇️ Today’s top trending tickers: ShapeShift FOX Token, KISHU INU, Injective Protocol, The Last Play, and AMP Token...

Also Virginia referendum resolutions and OpenAI tenders.

Markets The stock market has powered through the war due to AI and semiconductors. (giftarticle.ft.com) Crazy markets can always get crazier. (awealthofcommonsense.com) Private assets KKR & Co. is injecting $300 million into a private credit fund...

Podcasts Michael Batnick talks with Michael Kitces about AI’s impact on wealth management. (youtube.com) Paul Richards and Joe Wiggins talk about the curse of knowledge and how to communicate complex information to different...

When people ask me about managing their careers, I often mention a former colleague Brian Rooney. In the late 1990s, Brian Rooney reported to me when I was the New York Bureau Chief at Bloomberg. A few years later I reported to him working in the...

One of my spotlights earlier this year in these pages was on Corning Glassworks ($GLW), a 175 year old glassmaker, suddnely turned of late into an AI superstar in this AI Tech Wave. Back this February, it’s market cap was a little over $100 billion vs...

Markets The top 10 companies in the S&P 500 generate over a third of its earnings. (apollo.com) Have you checked out China’s stock market recently? (trendlabs.com) UK stocks are having a moment. (global.morningstar.com) Strategy Nobody...

Before I get started… Happy Mother’s Day to the four moms that read me here including my wife Ellen. Mom’s rule. Last week in New York, my friend Barry Ritholtz had me back on his hugely popular and long running Masters In Business Podcast. We had a...

The Weekend RipHappy Weekend! Last week, chips ran the market. The S&P strung six straight wins together, the Nasdaq hit a record close, and Micron posted its best week since 2008. Amazon dismantled the logistics trade in a single Monday session....

Here’s a preview of what we’ll cover this week:  Macro: What’s Driving The Labor Market?; The Labor Market Is Disinflationary; The Consumer Is Spending Markets: Positioning Is Getting Fuller; AI Capex Will Drive Better Returns?; AI Companies Might...