Strategy Investors need to understand their circle of competence. (safalniveshak.com) Brett Steenbarger, “Successful traders, I’ve found, are distinguished by the questions they ask, not just by answers they’ve come up...

The biz The New York Times ($NYT) wants to turn its writers into video stars. (vulture.com) The scam that is using an appearance on a big name podcast as bait. (thewrap.com) Economy Ezra Klein talks the attention economy with Kyla Scanlon, author of...

The fifth major LLM AI company in the US announced a major upgrade, and predictably, it’s scoring well in the ranks vs OpenAI, Anthropic, Google, Meta et al. I’m of course talking about Elon Musk’s X/xAI scrappy AI Grok of course, which rolled out Grok 4...

CLOSING BELLFly Me To The Moon The market closed higher Thursday, the S&P 500 and Nasdaq soaring to fresh records following the smash hit earnings results from Delta that sent airline stocks… flying. 🕊️  Bitcoin hit a couple new records, climbing...

Good morning… I hate not being consistent with the newsletter the last few months, but I also hate phoning it In. I am in deep work mode and have had little time to organize my thoughts for the daily newsletter. On Coronado, deep work mode is much easier...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Well, there you have it. First major earnings report of the season, and Delta hit it out of the park. The firm brought back its full-year expectations after cutting them in fear that tariffs would...

Presented by OVERVIEW Robinhood Only Wants 25% Of Your Rewards To Stake Through Them 😢 Before we dive in, here’s today’s crypto market heatmap: Source: Santiment And here’s a look at crypto’s total market and altcoin market cap charts: Source:...

Happy Friday Jr! Remember the browser wars? Back in the early 2010s, we toggled between Firefox, Safari, Chrome, and Internet Explorer.  Fast forward to 2025: Chrome now holds 69% of the global market. But its dominance may be peaking… We’re entering...

Gambling losses, hedge-fund AI agents, Hunterbrook, legal fees and self-publishing.

Markets S&P 500 concentration keeps ticking higher. (apolloacademy.com) Younger generations in Japan are getting drawn into investing. (economist.com) Crypto Strategy ($MSTR) keeps adding new layers of financial complexity. (ft.com) Justin Sun is...