Markets A look at weakness in the Mag 7 stocks. (trendlabs.com) Why prices never land on fair value. (mrzepczynski.blogspot.com) Startups A look at the potential valuation of SpaceX at IPO. (sherwood.news) What happens when a CEF, full of startups, trades...

Also a fake Warner bidder, bank re-tranching, spy satellites, Birkin grommets and 420.

OpenAI founder/CEO Sam Altman is choosing to do more with less. Fewer consumer focused AI application endeavors. Especially ones like the two year old text to video, briefly viral, Sora App, with high AI Compute requirements relative to subscription and/or...

Books A review of “The Science of Second Chances: A Revolution in Criminal Justice” by Jennifer Doleac. (washingtonmonthly.com) Insights from “How American Children Became the Fussiest Eaters in History” by Helen Zoe...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday [Risk‑On]: Stocks rose broadly as Arm’s move into self‑built chips and Jensen Huang’s AGI comment reignited the semiconductor trade, lifting AMD, Intel, Marvell, and hardware names while energy...

Presented by CLOSING BELLWhose War Is This, Anyway? The market climbed Wednesday, as good news for one chip designer reminded the world that semi’s do in fact still exist. The chip sector climbed in a single-day reversal after Arm said it was finally...

OVERVIEW Peter Schiff Somewhere Staring At A Wall Right Now And Honestly I Hope He’s Okay 👨‍⚕️ Cryptotwits March 25 2026 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and...

GAV vs. NAV, anti-private equity certifications, Tricolor, the like button and unemployability. 

Markets A history of stock market pullbacks. (awealthofcommonsense.com) If gold isn’t a safe haven, what is it? (ft.com) The market is putting pressure on Trump. (axios.com) Private assets Retail investors are kinda predictable....

Podcasts Peter Lazaroff talks markets and earnings with Sam Ro of TKer fame. (podcasts.apple.com) Christine Benz and Amy Arnott talk with Emily Guy Birken about the importance five years leading up to retirement. (morningstar.com) Michael Lazaroff talks...