OVERVIEW The Market Rallied and I Still Feel Nothing 🤷 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView NEWSMorgan Stanley Joins the...

Also Crystallex/Citgo, the revenge of the banks and the Pod Shop Game.

Good morning… My daughter Rachel turns 28 today. Rachel has an incredible zest for life and I am so proud of her. I am a lucky dad. Powered by beehiiv

AI How to use NotebookLM to review venture capital docs. (avc.xyz) On the dangers of letting AI read your fund documents. (ludovicphalippou.substack.com) Asset management Unconscious bias is a factor in portfolio manager...

Looks like Google Gemini AI is getting a distribution boost from Samsung Galaxy smartphones and devices that is bigger than might be understood. The reason this is important is of course the market fixation in this AI Tech Wave on the OpenAI vs Google LLM...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The new year roared green as markets embraced “Delta Force diplomacy” following the U.S. capture of Nicolas Maduro, sending oil services stocks like Halliburton and SLB soaring on hopes...

CLOSING BELLSanta Did Not Rally, But Oil Did  $SPY ( ▲ 0.36% )  $QQQ ( ▲ 0.59% )  $IWM ( ▲ 0.19% )  $DIA ( ▲ 0.37% )  The market came back to the new year roaring green Monday, after a tumultuous 48 hours following a U.S. incursion into Venezuela. Oil...

OVERVIEW The Safe Word Is: Fifty-Two 🙂 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView TECHNICAL ANALYSISThe Safe Word Is: Fifty Two 🙂...

Markets A look at emerging market stock performance in 2025. (novelinvestor.com) China tech stocks are having a moment. (mrzepczynski.blogspot.com) How to assess Japanese bank stocks. (mailchi.mp) A look at devloped market stock performance in...

Private credit liquidity, Tesla pay, keeping the simulation interesting, Venezuela bets, Hunterbrook and corporate rap.