Markets A bear market need not a recession make. (axios.com) Not many stocks are making new lows. (allstarcharts.com) Strategy It’s easier to deal with market volatility in theory than in practice. (behaviouralinvestment.com) ESG investing has gotten...

Research Default options matter. (alphaarchitect.com) An allocation is not the same thing as exposure. (markovprocesses.com) A handful of stocks drive overall stock market performance. (wealthmanagement.com) How models can help identify losing...

Markets There’s little sign of stress in the financial markets. (trendlabs.com) Why the stock market often seems to defy common wisdom. (tker.co) Podcasts Patrick O’Shaughnessy talks with Dan Loeb of Third Point game. (youtube.com) Jon...

Here’s a preview of what we’ll cover this week:  Macro: Inflation Pressures, Tariffs Impact  Market: Fast Corrections Are Bullish, International Markets Outrun Us Markets, Hedge Funds Are Buying Us Equities, Oracle Q3 Earning Highlights, Tsla Vs Nvda...

It’s the filing race for mega-AI IPO away in earnest this year. SpaceX/xAI has filed, OpenAI is rumored to have filed or imminently filed. And as expected. Anthropic has now raced to file confidentially. Joining Elon Musk’s SpaceX/xAI and OpenAI in...

Big Tech Earnings & AI Capex trends: This week saw strong quarterly results, and reaffirmed commitments to AI capex spending, by big tech companies Amazon, Meta, Google and others. Big tech companies including Microsoft, have lined up over $300+...

Just like in the broader economy, there’s a ‘K-Curve’ AI economy developing fast in this AI Tech Wave. The AI industry is seeing an accelerated move into a la carte AI pricing from subscription tiered ‘all you can eat buffet’ style pricing that was the...

Podcasts Barry Ritholtz talks with Jason Zweig and William Bernstein about their late friend Jonathan Clements, author of “Money and Me.” (ritholtz.com) Jim Dahle talks with Ben Carlson, author of “Risk and...

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now 2023 Top Performers In 2023, there were 14 cloud software companies that were up 100%+ this year (in the index I track of...

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