GAV vs. NAV, anti-private equity certifications, Tricolor, the like button and unemployability. 

Markets A history of stock market pullbacks. (awealthofcommonsense.com) If gold isn’t a safe haven, what is it? (ft.com) The market is putting pressure on Trump. (axios.com) Private assets Retail investors are kinda predictable....

Podcasts Peter Lazaroff talks markets and earnings with Sam Ro of TKer fame. (podcasts.apple.com) Christine Benz and Amy Arnott talk with Emily Guy Birken about the importance five years leading up to retirement. (morningstar.com) Michael Lazaroff talks...

I’ve written extensively of late on Nvidia’s AI roadmap for the rest of this decade as it transitions from its Blackwell AI CPU/GPU data center infrastructure to its multi-pronged, dense Vera Rubin, Feynman platforms and beyond. These CPU and GPU...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday ⚔️: Markets went sideways as war headlines pulled in opposite directions — peace talk optics and paratrooper rumors kept risk appetite thin, while energy was the only clean bid. Oil stayed elevated...

Presented by CLOSING BELLPeace Achieved, Send in the Paratroopers Happy Tuesday, and the market mostly just sat there, which after the past four weeks counts as a victory. Toward the end of the day, news of an incoming, very...

.Presented By OVERVIEW Regulators Have A Year To Define The Rules Which Means We’ll Know What’s Legal Around The Same Time We’re Arrested for It 👮 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look...

Strategy Joe Wiggins, “Availability [bias] isn’t generally about imaginary risks; it is about real risks being overstated because of how aware of them we are.” (behaviouralinvestment.com) Investors are like moths to a flame when it comes...

Also SpaceX proxies, sports betting and oil insider trading.

AI Tom Brakke, “AI bots can mimic what has worked in the past. Humans should bring something else to the endeavor.” (investmentecosystem.com) Jayant Gandhi, “Agentic AI does not eliminate accountability. It relocates...