New attack vectors from above never considered. What a difference a few months make to flip perspectives. It was only last year the most of the US big tech Mag 7s, along with AI leaders OpenAI, Anthropic and others were in the middle east, at times...

Summary This episode covers the latest in AI and tech, including the OpenAI vs Anthropic rivalry, AI wearable chips from Qualcomm and Apple, AI in smartphones and content creation, OpenClaw’s impact in China, and Apple’s strategic move into...

Oil How much higher will gasoline prices go? (natesilver.net) How do higher oil prices affect the stock market? (awealthofcommonsense.com) Prediction markets The Kalshi and Polymarket CEOs are very public-facing. (npr.org) Kalshi is now targeting women...

Here’s a preview of what we’ll cover this week:  Macro: Costco Seconds A Healthy Economy Markets: Strategic vs. Tactical; Time To Leave Oilfield Services; No One Left To Sell; Cheap, Cash-Generative, Ignored; Oil and The Geopolitical Spike; THE...

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Good morning everyone… I will have a detailed post on the second annual Stocktwits ‘Cashtag Awards’, presented by Polymarket, at the NYSE on May 4th in the coming days. Onward… It is shaping up to be a wild week in the markets as the war in Iran continues...

The Bigger Picture, Sunday, March 8, 2026 Earlier this week I wrote about how Chinese developers at tech/AI companies large and small were being ‘DeepSeeked’ in reverse, a year after DeepSeek turbo-charged US LLM AI innovations with its open...

Autos U.S. automakers were struggling before Trump 2.0. Now they’re screwed. (nytimes.com) American car buyers paid $26 billion in ‘destination charges’ last year. (wsj.com) Average monthly car payments are now nearly $800 a...

Anthropic closes OpenAI gap: Anthropic’s Claude is ‘dethroning’ OpenAI’s ChatGPT app as top US app. This despite its difficulties with the US Pentagon/DoD (see below). In addition, institutional investors are focusing on Anthropic’s revenue momentum...

Bonds The Treasury flight-to-safety trade isn’t working. (panoptica.ai) Sovereign bond markets are not panicking. (ft.com) Strategy Uncertainty is inherent in investing. Prepare accordingly. (awealthofcommonsense.com) Before you invest in a...