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AI: Weekly Summary. RTZ #1025
AI: Weekly Summary. RTZ #1025
Michael Parekh AI: Reset to Zero
Microsoft Copilot brands & bundles Anthropic CoWork: Microsoft is leveraging its new Anthropic investment by bundling its virally successful Claude Code based Cowork into ‘Copilot Cowork’. It’ll now be sold as a super $99/month/seat bundle to users of...
22 hours ago
6 MIN READ
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Friday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Friday 🛢️: Markets ended the week in the red as oil reversed a morning slide to settle nearly +3% at $98.56 a barrel, dragging equities lower and keeping the Iran war premium firmly embedded in every asset...
1 day ago
3 MIN READ
Friday the (Nearly) 13th Day of War
Friday the (Nearly) 13th Day of War
Tom Bruni The Daily Rip
Presented by CLOSING BELLFriday the (Nearly) 13th Day of War Happy Friday, unless you were hoping for green stocks. The story has been the same all week: Oil swung hard today, cratering toward $92 a barrel in the morning before reversing to settle +3.0%...
1 day ago
9 MIN READ
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Friday links: real economic benefits
Tadas Viskanta Abnormal Returns
Retail trading Five minute bets on crypto? Sure, why not? (ft.com) Are retail traders finally pulling back? (sherwood.news) Finance Nasdaq ($NDAQ) is bending over backwards to accommodate SpaceX. (wsj.com) SPVs are booming. Not all of them have clear title...
1 day ago
2 MIN READ
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Podcast links: limiting yourself
Tadas Viskanta Abnormal Returns
Economics Cardiff Garcia talks with Stefanie Stantcheva about a paper she co-authored, “Zero-Sum Thinking and the Roots of US Political Differences.” (podcasts.apple.com) Larry Kotlikoff in a wide-ranging economics talk with Prof. Gregory...
1 day ago
2 MIN READ
Is It Time To Panic?
Is It Time To Panic?
Howard Lindzon Howie Town
Good morning everyone… The panic story that is starting to take shape right now is this… 2008 had ONE crisis. A housing collapse. 2026 has THREE running simultaneously:→ A private credit implosion→ A war shutting down global energy→ A bond market...
2 days ago
2 MIN READ
AI: Meta leans further into AI Agents. RTZ #1024
AI: Meta leans further into AI Agents. RTZ #1024
Michael Parekh AI: Reset to Zero
Yesterday I discussed the parallel race to build an internet for AI Agents, while reconfiguring the current one for humans to accommodate AI Agents. Also known as ‘AI Bots’. (Or my preferred term, non-humanized, non-anthropomorphized, ‘machine 2...
2 days ago
6 MIN READ
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Thursday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🛢️: Stocks slid as Brent closed above $100 for the first time since 2022 and Tehran’s new leader vowed to shut Hormuz, with another tanker hit underscoring that the blockade is overpowering...
2 days ago
3 MIN READ
$100 A Barrel
$100 A Barrel
Tom Bruni The Daily Rip
Presented by CLOSING BELL$100 A Barrel Markets fell Thursday as Brent oil prices closed above $100/barrel for the first time since 2022. The new leader in Tehran is pledging to close Hormuz for good and attack on new fronts. It was his first statement...
2 days ago
10 MIN READ