Good morning… The markets like to climb a ‘wall of worry’. I believe that wall of worry is now both permanent and elevated because of social media and prediction markets. Therefore, the ‘wall of worry’ of 2026 is not the same signal as it was 50 years...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Happy Sunday… Before I get started…I was supposed to be in Israel this coming week with 33 friends (many non-jewish and visiting for the first time), but we cancelled last week. As of yesterday, all flights would have been cancelled anyway. As for why…...

Good afternoon… Venture capitalist Thomasz Tunguz had a good post today explaining that ‘the game on the field has changed’. The gist… Five years ago, $100K ARR per employee was standard for SaaS startups.4 Today, AI-native companies like Cursor &...

A few weeks back while everyone was screaming about the death of software (mainly because their stocks were crashing), I explained my view that it was the birth of software. I saw this data and chart yesterday which puts the ‘death of software’ argument...

Good morning… I am back with another episode of The Howard Lindzon Show with Michelle Steele. We cover a lot of ground as AI panic spreads from software stocks to financial stocks. We start by discussing my software thesis – “this bear market is...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Happy Sunday from beautiful Coronado. I am heading for a ride right after I get this post done. I really enjoyed this essay by Baheet on The Attention Economy and Attention Finance. Do read it. The essay brings a lot of jumbled ideas in my head together...

Good morning… We dropped another episode of The Howard Lindzon Show with Michelle Steele. I start by discussing some major upgrades to Stocktwits including overnight pricing on the charts, lightning-fast earnings summaries powered by AI, and a...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...