From 37signals Communication Guide It’s hard to do deep work when you are constantly being interrupted. One of the ironies of the modern office is we’ve created instant messaging systems such as Slack to drive efficiency, but they end up causing...
I’ve been on record in these pages that self driving cars becoming mainstream in this AI Tech Wave may take longer than expected. That ‘Physical AI’ driven successes in level 5 self driving cars from the current average of level 2, may take longer...
Markets There is a lot of rotation in the market happening behind the scenes. (howardlindzon.com) When brokers greatly outperform the stock market, look out. (acadian-asset.com) How bull markets mess with your brain. (awealthofcommonsense.com) Crypto...
The Weekend RipHappy Weekend! It’s my B day, so happy B day to my twins out there Markets pulled back this week as tech stocks faced skepticism over AI spending and consumer sentiment hit its lowest since 2022. The government shutdown reached a record...
Here’s a preview of what we’ll cover this week: Macro: Consumer Credit Is Stable and Improving; Loan Demand Is Strong; AI-Driven Underwriting and Calibration Are Material Levers; Cruise demand is resilient and experience-led; Challenger’s Report Was...
Good morning everyone. It is way too crowded in my ‘degenerate economy’. My ‘degen’ index is in a 9 percent pullback despite holding 15 percent cash. I was stopped out of my remaining position in Door Dash ( $DASH ( ▲ 4.0% ) ) which I had been selling on...
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The Bigger Picture, November 9, 2025 The next battle for LLM AI companies in this AI Tech Wave, is getting mainstream users at scale. And India may have a role to play for US big tech. Especially in terms of getting big numbers of mainstream users at...
Presented by OVERVIEWHappy Saturday Welcome to the Stocktwits Top 25 Newsletter this week! The Stocktwits Top 25 reports the 25 best-performing stocks in the S&P 500, Nasdaq 100, and Russell 2000 year to date (YTD) and tracks their performances...