The word of the day is Stammtisch. I was at a dinner party of a group of guys in Manhattan and we were talking about how to communicate more regularly and effectively. Right now, we meet three to four times a year. I always wanted to be part of a group...

Talking with folks after Nvidia’s keynote kickoff at GTC 2026, it’s clear that many are having some difficulty seeing through the dense foliage of very technical announcements by founder/CEO Jensen Huang. In my discussion of Nvidia founder/CEO Jensen...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🛢️: Oil hit $119 intraday before pulling back as Iran floated transit fees on Strait of Hormuz shipping and the White House floated a $200B war spending package it called a “small price...

Presented by CLOSING BELL Micron Who? Oil’s Still Running This ⛽ Happy Thursday, and the market decided oil hitting $119 was worth selling on, even if Micron earnings were great. The White House floated the idea of an extra $200B for fresh spending...

OVERVIEW Turns Out the Pot Of Gold Was Just More Volatility 🤷 Cryptotwits March 19 2026 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:...

Finance The case for this being the end of the private asset boom. (blogs.cfainstitute.org) Jeff Bezos is out raising money for a fund to acquire manufacturing companies and apply AI for automation. (wsj.com) AI AI’s effects on company economic moats...

Good morning… I am back with another episode of The Howard Lindzon Show with Michelle Steele. In this episode, we cover why investors are fleeing to cash at the fastest rate since 2020, the unintended consequences of the SEC potentially ending...

When my dad was discharged from the Navy at the end of World War II, he took the train from California first to Chicago, then to Newark, then down to the Jersey Shore. His family had no idea he was heading home much less exactly when he would arrive. He...

Books An excerpt from “Project Maven: A Marine Colonel, His Team, and the Dawn of AI Warfare” by Katrina Mason. (bloomberg.com) An excerpt from “The Science of Repair: How People who Believe in Facts Can Build a Better Future” by...

We now have more confirmation that the global memory shortage and ever higher prices for most electronic things, will last at least through 2030. That’s from the chairman of SK Hynix, the ‘Nvidia’ of the memory chips that go into most of the AI Data...