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Hedge Fund 13Fs Drop: Stanley Druckemiller
Hedge Fund 13Fs Drop: Stanley Druckemiller
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: S&P 6,000, IPO Market, Inflation Watch  Market: Post-Election Effect, China Semiconductors Company Earnings: Fertility Clinic Digital Assets: Crypto IPO Market is Coming? This Week’s...
8 months ago
11 MIN READ
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Personal finance links: money as optionality
Tadas Viskanta Abnormal Returns
Podcasts Peter Lazaroff talks behavioral finance with Brian Portnoy of Shaping Wealth. (peterlazaroff.com) Rick Ferri talks with Jason Zweig, Christine Benz, and Jonathan Clements about the Jonathan Clements Getting Going on Savings...
1 month ago
2 MIN READ
AI: AGI to ASI to Superintelligence… RTZ #774
AI: AGI to ASI to Superintelligence… RTZ #774
Michael Parekh AI: Reset to Zero
The race is on to rename the Rose. In all its shades. From the beginning, it’s been about fear vs opportunity in this AI Tech Wave. Despite all the AI Uncertainties. Decel vs Accel, short for decelerate or accelerate. Towards an AI Nirvana, a Xanadu,...
1 day ago
7 MIN READ
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Tuesday links: deliberate lies
Tadas Viskanta Abnormal Returns
Finance Battery maker CATL is now public. (semafor.com) The SEC is losing staff and its willingness to enforce rules. (on.ft.com) Fund management Timing the market is hard: the case of the Pacer Trendpilot US Large Cap ETF ($PTLC). (morningstar.com)...
2 months ago
2 MIN READ
AI: Meta's Amazon AWS size opportunity. RTZ #456
AI: Meta's Amazon AWS size opportunity. RTZ #456
Michael Parekh AI: Reset to Zero
I’ve been suggesting for a while now that Meta, led by founder/CEO Mark Zuckerberg, has a unique opportunity in this AI Tech Wave, with its open source Llama LLM AI models, and Pytorch family of AI software infrastructure. The company has established...
11 months ago
6 MIN READ
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ESG Isn’t Hiring
Matt Levine Money Stuff
Also investment banking chatbots, a grim pizza party, a bad investor meeting, retail-ish private equity and a souvenir flattened penny arbitrage.
2 months ago
1 MIN READ
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The Week in Charts (7/7/25)
Charlie Bilello Charlie Bilello
View the video of this post here. Join me for a fast-paced, 30-minute webinar with YCharts on Wednesday, July 9th where we’ll break down the key market shifts from the first half of the year—and what they mean for investors going forward. We’ll cover...
21 hours ago
4 MIN READ
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Wednesday links: a very different world
Tadas Viskanta Abnormal Returns
Bitcoin GameStop ($GME) is getting in on the Bitcoin Treasury game. (sherwood.news) So is Trump Media ($DJT). (cnbc.com) Trading The best traders work in teams. (traderfeed.blogspot.com) More trading is good for Citadel Securities’ bottom line....
1 month ago
2 MIN READ
AI: Lift-off for Elon's xAI. RTZ #371
AI: Lift-off for Elon's xAI. RTZ #371
Michael Parekh AI: Reset to Zero
As early as this AI Tech Wave is, there’s no question that Elon Musk is an ‘origin’ player in the AI game. His fabled involvement goes back to when OpenAI was but a gleam in the eye of Google co-founder Larry Page, and founder Elon Musk. And a bit later,...
1 year ago
6 MIN READ