Round-ups A round-up of recent academic research including ‘The Importance of Considering Regimes in Long-term Asset Allocation to Real Estate.’ (alphainacademia.substack.com) A round-up of recent research including ‘The Death of...

The world’s top AI Data Center industry execs just wrapped up the Pacific Telecommumications Council PTC 2026 confab in Hawaii. It’s doubtful any of them had a chance to sway in a hammock at all last week. It was the Annual AI Data Center Conference...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday ❄️: Markets climbed despite a major winter storm as gold broke $5,000 and silver surged past $117, signaling a massive “debasement trade” shift away from the U.S. dollar....

Presented by CLOSING BELLWake Up and Grab a Shovel  $SPY ( ▲ 0.51% )  $QQQ ( ▲ 0.44% )  $IWM ( ▼ 0.31% )  $DIA ( ▲ 0.64% )  The market climbed Monday, millions waking up to fresh powder after a major blizzard hit the United States. Fresh pow pow is great...

OVERVIEW The Altcoin Index Is Green Today, Which Means We’re Only Down 40% Instead of 42% 🤦 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:...

Commodities Commodities are off to a strong start this year. (capitalspectator.com) Gold topped $5000 per ounce for the first time ever. (sherwood.news) Central banks keep snapping up gold. (mrzepczynski.blogspot.com) Crypto Bitmine ($BMNR) is buying...

Also debanking, Hycroft Mining, and Magic: The Gathering.

Podcasts Michael Kitces talks with George Kinder about AI and the adviser-client relationship. (kitces.com) Michael Sidgmore talks with Sara Naison-Tarajano Partner at Goldman Sachs ($GS) about growing intersection between private markets and private...

Last week I discussed how Apple has a “New Bounce for Apple Design in AI Age” this AI Tech Wave. Around new senior management responsibilities under manufacturing chief John Ternus, and renewed AI direction under software chief Craig Federighi, the company...

The Weekend RipHappy Weekend! Major stock indices finished mixed in a volatile, short week as investors grappled with a “Greenland-induced” trade war scare and a significant plunge in Intel shares. While markets initially tumbled after...