AI Tom Brakke, “AI bots can mimic what has worked in the past. Humans should bring something else to the endeavor.” (investmentecosystem.com) Jayant Gandhi, “Agentic AI does not eliminate accountability. It relocates...

View the video of this post here. This week’s post is sponsored by YCharts. YCharts helps advisors create clean, client-ready visuals that clearly show portfolio positioning, allocations, and how decisions align with long-term goals. Build...

Yesterday we discussed Elon Musk’s ‘stretch goals’ with ‘Terafab’ for his various companies SpaceX/xAI, Tesla and others ahead of a meta-IPO mid-year. And of course the AI Agent stretch goals for OpenAI and Anthropic for their own IPOs later this year....

Markets Washington DC leaks are now hitting the oil market. (giftarticle.ft.com) Looking for value? Look overseas. (mailchi.mp) Strategy Good luck trying to time the stock market. (morningstar.com) On the benefits of writing about markets every...

Podcasts Ben Carlson and Michael Batnick talk tax alpha with Erkko Etula, CEO and CIO of Brooklyn Investment Group. (awealthofcommonsense.com) Ashley Quamme and Meghaan Lurtz talk about how ‘OARS can transform how you connect with...

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...

I’ve written in detail about how market entertainer Elon Musk has been cannily adding the narrative evolution of ‘AI Space Data Centers’ to bolster his planned June mega-IPO of SpaceX/xAI around his birthday. Now it’s being bolstered with a new layer...

NEWS DISCUSSION OF THE WEEK: OpenAI’s Tilt to Enterprise with a Consumer Management Team AI-RTZ #1032, topic #2: AI: Reset to Zero AI: Weekly Summary. RTZ #1032 Nvidia GTC 2026 Trillion+ $ AI Roadmap: Nvidia rolled out an unexpectedly super-sized AI...

Join us in May for The Cashtag Awards at The NYSE Good morning everyone… Before I get started I wanted to welcome all the new readers to my newsletter. Do tell your friends. For those new here I do a weekly podcast now called the Howard Lindzon show you...

Markets The stock market doesn’t know more about war than anyone else. (tker.co) Domestic fertilizer makers are cashing in on the Iran war. (ft.com) You can’t ignore the news, you can only manage it. (awealthofcommonsense.com) IPOs...