The rising AI ‘origin story’ narratives of AI Doomerism this AI Tech Wave, had receded somewhat in recent months. Particularly as AI Greed started to overtake AI Fear for a while. The new fears are less existentialism, and more in the AI job loss lane....

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 📉: The S&P 500 retreated as a massive “AI fear trade” triggered a rotation out of software and logistics, overshadowing strong earnings from firms like AppLovin and Rivian....

Presented by CLOSING BELL🚛 Robots Stole My Truck The market fell Thursday, the S&P 500 showing massive divergence, falling despite some bang-up earnings beats that would have shocked investors toward the green… if the software market was not...

OVERVIEW A Crypto Love Story: Cardano & LayerZero 🫂 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 CRYPTOTWITSCryptotwits Podcast: A...

Also bond indexes, 401(k) lawsuits, SpaceX SPVs and AI social engineering.

Markets Credit spreads are tight. (wsj.com) Earnings drive stock prices. (chartkidmatt.com) Why fraud thrives during bull markets. (novelinvestor.com) Prediction markets How to solve the prediction markets insider trading problem. (dopaminemarkets.com)...

Good morning… After a few weeks on the road, I am back with another episode of The Howard Lindzon Show with Michelle Steele. I start with an update on the Degenerate Economy Index which has struggled of late due to the oversupply of degeneracy. The demand...

Books An excerpt from Tom Griffiths’ new book, “The Laws of Thought: The Quest for The Quest for a Mathematical Theory of the Mind.” (annieduke.substack.com) A Q&A with Fred Minnick author of “Bottom Shelf: How a Forgotten Brand...

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...