Strategy Investor behavior matters a lot when it comes to investing in ‘oddball funds.’ (morningstar.com) Bubbles are only obvious in hindsight. (ritholtz.com) Crypto How the Trump family fortune has been affected by the crypto...

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...

Podcasts Michael Batnick talks with Ian Wenik of CItywire about RIA growth. (youtube.com) Michael Sidgmore talks with Bill Crager, Co-Founder of Envestnet and Founding Partner at iAltA Holdings. (altgoesmainstream.substack.com) Frazer Rice talks with...

As I’ve outlined from the earliest days of AI: RTZ, AI Job Fears are a distinct difference amongst mainstream audiences vs prior Tech Waves. It is a consistent drumbeat from AI executives to regulators. And I’ve kept saying how AI will likely surprise us...

Good afternoon from Coronado. I was having lunch a few weeks back in New York with Fred Wilson to catch up on all things venture and we had a fun conversation. He was telling me about how much he loved his new self driving $TSLA ( ▼ 1.05% ) because of...

Presented by The Weekend RipHappy Weekend! Markets swung hard all week, sliding below key averages early, rebounding on Nvidia’s monster earnings, then collapsing on jobs data and crypto liquidations before closing Friday green on chip‑sale rumors and...

View the video of this post here. This week’s post is sponsored by YCharts. Is the AI boom a bubble… or the early innings of a supercycle? Join me and YCharts for a live show on December 4th breaking down how today’s boom compares to past cycles like...

Here’s a preview of what we’ll cover this week:  Macro: The U.S. Economy Keeps Defying the Bears; Rate Cut Odds Soar Higher; How was the Labor Market Data? Markets: The Dot Com Flashback; Time To Buy Quality; Fear Is Maxed Out; Software Vs AI...

Markets Average years in the stock market are relatively rare. (carsongroup.com) It’s going on two decades since we had a long bear market. (awealthofcommonsense.com) The P/E for the S&P 500 is pretty much flat on the year. (chartkidmatt.com)...

Also on the site Freedom, democracy and long term stock market returns. (abnormalreturns.com) The great wealth transfer also includes a lot of unwanted stuff. (abnormalreturns.com) Stay in touch Don’t miss a thing! Sign up for our daily...