CXMT Memory maker CXMT is now public. (cnbc.com) Local governments are the big winners with the CXMT IPO. (ft.com) Japan Japan’s boom and bust may be the most interesting in financial history. (awealthofcommonsense.com) Japan is now facing...

Private equity PE made a mistake benchmarking against the stock market. (ft.com) Data on the performance of PE megafunds. (pitchbook.com) AI How close are we to fully autonomous portfolios? (rpc.cfainstitute.org) How AI will unbundle asset...

It was like watching the Avengers come together spontaneously. All led by Nvidia founder/CEO Jensen Huang over the last few days. There’s now an Nvidia led big tech effort to globally support open source and open-weight AI models, be they from China...

View the video of this post here. AI is supposed to save advisors time – not become another tab to manage. That’s why YCharts built Y, an AI agent that works directly inside the platform advisors already use. Y can analyze portfolios, compare...

Today’s theme is printed on the passenger side mirror of almost every car in America. “Objects in mirror are closer than they appear.” You remember the scene. Jurassic Park. The rear-view shot, the thumping, the water rippling in the cup. And the T-Rex...

Podcasts John Manganaro and Sean Allocca talk longevity and aging with Jon Sabes. (youtube.com) Thomas Kopelman reviews the state of estate planning with David Haughton. (podcasts.apple.com) Jack Forehand and Justin Carbonneau talk with Wes Gray at...

Sometimes the shiny glare hides the relevant detail. The one thing of real note under our nose. Through every tech wave, I’ve found that markets tend to quickly focus on the opportunities beyond the leaders. Go on to secondary opportunities when the...

Markets Higher real yields are acting like competition for stocks. (trendlabs.com) Market indicators often work until they don’t. (humbledollar.com) What ISN’T working in this market environment? (awealthofcommonsense.com) AI Keeping up with...

Here’s a preview of what we’ll cover this week:  Macro: Bread and Synchrony Confirmed Consumer Strength Markets: High Expectations; When Will Semiconductors Bottom?; We Are In A Rotation; The Bull Market Remains Intact; Plenty of Worry. Plenty of Cash;...

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