The Bigger Picture, November 9, 2025 The next battle for LLM AI companies in this AI Tech Wave, is getting mainstream users at scale. And India may have a role to play for US big tech. Especially in terms of getting big numbers of mainstream users at...

Hold Your Nose And Buy No need to beat around the bush. I’m buying stocks – right here, right now. Last week, in It’s Time, I laid out the case that breadth expansion was the next phase of this bull market. That’s exactly what started to play out...

Energy Why rooftop solar is so much cheaper outside the U.S. (marginalrevolution.com) How Australia is dealing with a surplus of solar energy. (electrek.co) Illinois wants to incentivize more battery storage. (grist.org) Renewables make for...

Nvidia can’t sell into China, for now: In the end, the Trump administration ‘torpedoed; Nvidia’s Push to export AI Chips to China. Despite valiant efforts by founder/CEO Jensen Huang to lobby against this, going as far as to host an Nvidia GTC conference...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 It was a red day for most of Friday’s trade, the S&P 500 dipping below the 50-day moving average briefly before ‘buy the dippers’ jumped in. Here’s how the major indexes ended the day: *The ST...

Presented by CLOSING BELLThank God For Friday It was a red day for most of Friday’s trade, the S&P 500 dipping below the 50-day moving average briefly before ‘buy the dippers’ jumped in. Prices climbed from there, ending just slightly...

Private assets Investors are sleepwalking their way into private equity and credit exposure. (lt3000.blogspot.com) What daily NAVs would mean for the industry. (citywire.com) Morningstar ($MORN) is launching indexes of evergreen private market...

OVERVIEW Alts Just Bitch Slapped Bears 👋 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: TECHNICAL ANALYSISWell, That Escalated 😐️ Two weeks ago I wrote...

The biz Podcasts are coming for sports TV. (awfulannouncing.com) Apple Podcasts is generating automatic links and chapters. (theverge.com) AI Tyler Cowen talks with Sam Altman, CEO of OpenAI. (conversationswithtyler.com) Joe Weisenthal and Tracy Alloway...

View the video of this post here. Weekly chart breakdowns. Big-picture market themes. Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1)...