Crypto Bitcoin is having a rough Q4. (sherwood.news) Strategy ($MSTR) just keeps buying more Bitcoin. (barrons.com) Bitcoin-related kidnappings are no joke. (nytimes.com) Fund management This may be the most cynical company in the ETF...

Podcasts Ben Carlson talks with Cullen Roche, founder and CIO of Discipline Funds, about turning client strategies into an ETF. (youtube.com) Barry Ritholtz talks with Kristin Olson, global head of alternatives for wealth at Goldman Sachs...

As a reminder, MarketSurge (by Investor’s Business Daily) is now 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...

ChatGPT from OpenAI is getting ‘warmer’. I’ve long argued that mainstream audiences in this AI Tech Wave, should NOT humanize (aka overly anthropomorphize) But, it remains a winning strategy for the leading LLM AI companies to encourage their users to do...

Good morning. I have so much going on in my brain as I think about all my meetings with investors, LP’s and founders the last few weeks on the road. This is my life with two full time jobs as CEO (Stocktwits) and investor (Social Leverage). NO COMPLAINTS....

Here’s a preview of what we’ll cover this week:  Markets: Druckenmiller’s Next Moves; Are We In A Bubble?; The AI Data Center Opportunity at a Discount; The Real Bottleneck In AI; NCLH is a bargain Macro: December Rate Cuts?; Rate Cuts Can’t Save...

Markets Most of the time we don’t know the reason for a stock’s move until after the fact. (downtownjoshbrown.com) The bond market is chugging along in 2025. (wsj.com) Berkshire Hathaway A Buffett-less Berkshire Hathaway ($BRK.A) is now a...

Also on the site Why we take our good luck for granted. (abnormalreturns.com) 16 minutes of consensus personal finance wisdom. (abnormalreturns.com) Stay in touch Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are...

The Bigger Picture, November 16, 2025 As the expression goes, “if the only tool you have is a hammer, to treat everything as if it were a nail.” This needs to be kept in mind especially in this frenetic, circular, and all consuming AI Tech Wave....

Keywords household robotics, automation, AI, home cleaning, technology Summary The conversation explores the evolving landscape of household robotics, focusing on the practical challenges these technologies face in performing everyday tasks. The...