After last week’s tumultuous AI catalyzed ‘Software Apocalypse’ in the public markets, thought it’d be useful to dive into the Anthropic legal AI software moves that kicked it all off. This is as AI native legal firms like Harvey are raising an...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday😐: The S&P 500 flatlined at 0.00% as a surprisingly strong January jobs report—adding 130,000 positions—was neutralized by a massive downward revision showing 2025 was the weakest hiring year since...

Presented by CLOSING BELLWhen Will Jobs Come Back? Happy Wednesday! Macro is on fire today as the January jobs report just shattered expectations with 130,000 jobs added, and the unemployment rate dipped to 4.3%. Sounds great, but looking backward, you...

OVERVIEW Wall Street’s Largest Asset Manager Just Plugged Into A DEX 🦄 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...

Markets Energy and materials are the leading sectors YTD. (capitalspectator.com) More evidence that markets move faster than ever. (awealthofcommonsense.com) Forecasting Prediction markets seem to do a good job forecasting economic outcomes. (nytimes.com)...

Also defeasance and Bitcoin margin loan securitization.

Podcasts Amy Arnott and Ben Johnson talk with Sally Balch Hurme. Sally, author of “Checklist for My Family: A Guide to My History, Financial Plans and Final Wishes.” (morningstar.com) Barry Ritholtz talks with Patrick Kilbane, General Counsel...

View the video of this post here. This week’s post is sponsored by YCharts. YCharts helps advisors research faster, visualize market data clearly, and turn complex portfolio questions into client-ready insights. Advisors using YCharts report saving...

I’ve written a lot about both the broad AI industry and OpenAI’s massive AI Compute ambitions to spend sums in the trillions to build AI Data Centers and related Power. The focus of course is building the AI Compute and Power to generate the never-ending...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 📉: Major indices faltered as a two-session rebound lost steam, pressured by hawkish Fed commentary and a stall in December retail sales. While the Dow hit a brief record, tech and financials slumped...