Markets A history of stock market pullbacks. (awealthofcommonsense.com) If gold isn’t a safe haven, what is it? (ft.com) The market is putting pressure on Trump. (axios.com) Private assets Retail investors are kinda predictable....

Podcasts Peter Lazaroff talks markets and earnings with Sam Ro of TKer fame. (podcasts.apple.com) Christine Benz and Amy Arnott talk with Emily Guy Birken about the importance five years leading up to retirement. (morningstar.com) Michael Lazaroff talks...

I’ve written extensively of late on Nvidia’s AI roadmap for the rest of this decade as it transitions from its Blackwell AI CPU/GPU data center infrastructure to its multi-pronged, dense Vera Rubin, Feynman platforms and beyond. These CPU and GPU...

Strategy Joe Wiggins, “Availability [bias] isn’t generally about imaginary risks; it is about real risks being overstated because of how aware of them we are.” (behaviouralinvestment.com) Investors are like moths to a flame when it comes...

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...