Podcasts Amy Arnott and Christine Benz talk retirement plans with Jamie Hopkins and Bonnie Treichel, who are co-authors of a new book, “Your Retirement Sketchbook.” (morningstar.com) Bogumil Baranowski talks wealth building with Arie van...

I’ve talked about the importance of memory tied into AI as a key element of mainstream AI utility since the beginning of AI Reset to Zero over a thousand daily posts ago. And how in my view for a long time, the best positioned companies to potentially...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 🛢️: Stocks eked out a second straight green session even as Brent crude closed at $103.42, its highest since August 2022, with diesel topping $5 a gallon and the Strait of Hormuz still effectively...

Presented by CLOSING BELLStocks rose again, But so did Oil Happy Tuesday, and somehow the market went up again even as Brent crude closed at its highest level since August 2022. Brent settled at $103.42 a barrel after strikes hit oil fields in Iraq and a...

OVERVIEW Whiskey Can’t Fix My Entry Price but It Can Fix How I Feel About My Entry Price 🍻 For the life of me, I can’t remember why we ever got rid of the audio summary version of this newsletter. Maybe it was a schedule/timing/bandwidth issue....

Traffic flaggers, tax alpha, pod exhaustion and DAT dividends.

View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 789% (7.6% per year) AFTER adjusting for inflation. Why you need...

Factors The value premium is better found overseas. (mailchi.mp) Under what conditions do low-beta stocks stop working? (klementoninvesting.substack.com) Alternatives A look at the performance characteristics of music royalties. (papers.ssrn.com)...

Nvidia’s GTC (GPU Technology Conference) 2026 kicked off today with the usual chockfull keynote by founder/CEO Jensen Huang. Just as in prior years, the event was anticipated, attended and watched with almost as much anticipation and fervor as a Steve...

NEWS DISCUSSION OF THE WEEK: Microsoft Copilot re-brands & bundles Anthropic CoWork: AI-RTZ #1022: AI: Reset to Zero AI: Microsoft and Anthropic illustrate a ‘horizontal harness’ at scale. RTZ #1022 New vertical AI applications are...