Regular readers know I’ve been a long-time enthusiast for India’s opportunities around AI. Have written about it consistently, up and down the AI Tech Stack. I’ve discussed the opportunities of US tech and AI leaders in India ranging from Apple to...

Markets Dollar bearishness is pretty high, all things considered. (ft.com) Big Tech is issuing bonds hand over fist in 2026, (axios.com) Shrinking share count is a global phenomenon. (snippet.finance) 90% of global bonds trade below 5%....

Retail investors The type of stocks that retail investors favor. (alphaarchitect.com) Evidence shows that retail investors just aren’t that great. (morningstar.com) Companies Do index funds increase corporate...

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...

Before I get started with Tuesday’s AI topic, I’d like to thank you all for being part of this AI: Reset to Zero (AI-RTZ) journey. Especially today, as it crosses the 1000th daily post mark discussing this AI Tech Wave thing. Sincerely appreciate your...

Here’s a preview of what we’ll cover this week:  Macro: How’s The Economy? Markets: There Were Signs; The AI Apocalypse Trade; Hubspot Earnings; Investors Are Positioning For Cash; More Trouble For OpenAI; WSJ is the contrarian Indicator; The Bubble...

Podcasts Peter Lazaroff talks with Ranie Verby, Plancorp’s Director of Practice Management, about what separates advisers. (peterlazaroff.com) Brendan Frazier on how to confidently communicate a firm transition while maximizing client...

I’ve written a lot for a while now, on how Amazon is poised to be a strong big tech beneficiary of the early AI Tech Wave. In particular with its crown jewel Amazon Web Services (aka AWS) Cloud business. Amazon under CEO Andy Jassy is ramping up its AWS...

Happy Sunday… I have been trying to come up with a fun name for a book about my investing career. The best one at the moment is ‘My Alpha is Your Alpha’. I have had so many great mentors since I stumbled onto Fred Wilson’s blog in 2006 and started...

Markets Risk is inherent in the stock market, concentration or not. (wsj.com) The U.S. stock market still trades at a premium to the rest of the world. (apolloacademy.com) The stock market is betting on hard infrastructure. (tomtunguz.com) Endowment...