The Bigger Picture, Sunday July 12 2026 I’ve been talking about global memory shortages spiked by the AI Tech Wave for over two years now. And now that ‘RAMageddon’ is here, it may be here longer than most assume. Especially given the cyclical ups and...

Learn From My Mistakes There are only two types of investors. Those who make mistakes and liars. Intellectual honesty is one of the most important parts of this business. It is easy to explain away a bad trade, highlight the winners, and quietly move past...

EVs The spike in gasoline prices helped drive EV sales. (businessinsider.com) EV batteries are lasting a lot longer than expectations. (wsj.com) It’s getting easier to charge an EV away from home, but it’s still not foolproof. (axios.com)...

AI: Weekly Summary. RTZ #1144 …week ending Friday July 10, 2026 Anthropic & OpenAI top AI models ‘Freed’, but far from free: US Government green-lit OpenAI latest GPT 5.6 model globally, to now compete with Anthropic’s Fable 5 top models. Both top tier...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Friday 🧠: Stocks finished mixed as chip strength carried the big-cap tape while small caps and health care lagged. SK Hynix’s massive U.S. debut gave the AI trade another public-market outlet, and Delta’s...

Presented by The market drifted mixed Friday as chip strength kept the big-cap tape alive while small caps and health care sat out the party. Nasdaq’s SK Hynix bonanza gave investors a fresh AI-memory lane and gave foreign companies another reason to eye...

OVERVIEW Crypto Feels Like A Patient That Can Eat Solid Food Again 🍴 Here’s What’s Happening 👇️ Today’s top trending tickers: $AMP ( ▼ 1.25% ) , $TRUMP ( ▼ 0.15% ) , $XLM ( ▲ 0.84% ) , $ONDO ( ▲ 2.52% ) , and $LTC ( ▲ 0.87% )   TECHNICAL ANALYSISLet’s...

Markets Real yields are at multi-decade highs. (axios.com) Equities now make up a record percentage of U.S. household wealth. (bloomberg.com) Finance Passive investing killed the mediocre fund manager. (ft.com) When it comes to private credit allocations,...

Also an insider trader and a chicken-to-AI pivot.

Today’s theme: the ‘best of the rest’ AI models. This week the two top US frontier models came off ice — Anthropic’s Fable 5, freed after the three-week ‘Blip 2.0’ stoppage, and OpenAI’s GPT-5.6, freed from its gated release. Now we’re seeing the best of...