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Saturday links: pursuing dreams and goals
Tadas Viskanta Abnormal Returns
EVs The Trump administration has stranded billions in EV investment. (wsj.com) The Iran War highlights the problem with sidelining EVs. (noahpinion.blog) Battery hype is rampant. On the prospects for a production-ready solid-state battery for EVs....
22 hours ago
3 MIN READ
AI: Weekly Summary. RTZ #1046
AI: Weekly Summary. RTZ #1046
Michael Parekh AI: Reset to Zero
Microsoft bundles OpenAI & Anthropic into a new Copilot tier: Microsoft is leveraging its unique equity and business partnerships with both OpenAI and Anthropic. They’re bundling both LLM AIs into a new Copilot ‘Critique’ capability that uses one model...
1 day ago
6 MIN READ
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Friday links: the standards of previous generations
Tadas Viskanta Abnormal Returns
Prediction markets Who’s making money on prediction markets? (giftarticle.ft.com) Prediction market structured notes are here. (bloomberg.com) IPOs The big IPOs are going to rely on the growing class of individual investors. (newcomer.co) Why OpenAI...
2 days ago
2 MIN READ
Darkside of the Moon
Darkside of the Moon
Tom Bruni The Daily Rip
CLOSING BELLHappy Thursday, Friday The market initially was deep red Thursday, after Trump made a prime-time address Wednesday night to say the war in Iran will be over soon, but that he would send them back to the Stone Age. 🗿  Oil prices popped 13%, but...
3 days ago
10 MIN READ
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Thursday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday ⚠️: The market went red early after a brutal war‑rhetoric soundbite and a 13% oil spike, then clawed back to flat as Tehran signaled it would work with Oman to keep Hormuz traffic moving. Trade...
3 days ago
3 MIN READ
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Thursday links: the threat to the open web
Tadas Viskanta Abnormal Returns
Strategy Why it’s so tempting to go bottom fishing in washed out stocks. (awealthofcommonsense.com) How to avoid choice overload. (mrzepczynski.blogspot.com) Private assets Blue Owl ($OWL) continues to see big outflow requests. (semafor.com) A...
3 days ago
2 MIN READ