Markets Why you shouldn’t fear all-time market highs. (carsongroup.com) Calling a bubble is nearly impossible. (awealthofcommonsense.com) Finance Demand for private company shares is there. A workable regulatory regime is not....

Books An excerpt from “The Inner Compass” by Lawrence Yeo. (moretothat.com) An excerpt from “How to Live in the Future” by Michael Garfield. (aeon.co) Christine Driscoll talks with Christine Wenc, author of “Funny...

We can now hear Meta founder/CEO Mark Zuckerberg (aka Zuck), explain his latest take on AI in his own words. This summer has seen Mark Zuckerberg’s aggressive moves this AI Tech Wave on both the AI Talent and AI Data Center Infrastructure. It’s changed...

Hi folks,  Technology is moving at Godspeed. To better identify relative strength, I curated an ETF watchlist that offers exposure to companies poised to benefit from the AI-infused paradigm shift.  The list is sorted by proximity to its 52W high and...

Behavior Outcome bias is another way we fool ourselves. (safalniveshak.com) Simple changes can have a big effect on decision making. (klementoninvesting.substack.com) For everyone, trying new stuff is hard. (allstarcharts.com) Crypto Bitcoin...

Podcasts Cameron Passmore and Benjamin Felix talk about lessons learned with journalist Rob Carrick. (rationalreminder.libsyn.com) Dan Haylett talks with Matt Halloran, co-founder of ProudMouth, about building a podcast. (podcasts.apple.com) Yanley...

First the good news: Nvidia will be able to sell older versions of its AI GPUs into China, the world’s second largest AI market, and the place that has half the world’s AI Talent. Nvidia founder/CEO Jensen Huang managed to execute a small political...

Good morning… In 2008 the joke was my ‘dog could get a mortgage’. In 2025, two jokes might work…my dog is placing prop bets on Polymarket and Kaslshi or my dog just started a Bitcoin Treasury Company. Let me explain… One of my favorite movies ever was...

Markets Individual investors have high return expectations. (morningstar.com) We are surrounded by financial noise. (behaviouralinvestment.com) Crypto The Grayscale Bitcoin Trust ($GBTC) generates around ‘$280 million in cash flow annually at...

Nvidia just scored a huge win. After months of regulatory chaos, the U.S. government has reversed its ban. Nvidia can resume selling its H20 AI chips in China. For the world’s most valuable chipmaker, this is a game changer. Why Does It Matter? In April,...