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...

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...

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...

OVERVIEW Stress Readings This Bad Used to Require An Exchange Imploding. Now We Do It Organically 🤷 Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts:...

Good morning… I am back with another episode of The Howard Lindzon Show with Michelle Steele. We open with a rapid-fire mix of real life and markets: Narcan, “Claude Code,” eye strain, and some personal optimization advice. Then we get serious: the...

Margin, private credit marks, assassination trades, distractions and the watch-to-house ratio.

Companies Apple ($AAPL) now makes about 25% of iPhones in India. (asymco.com) The LiveNation ($LYV) deal will do nothing to bring down ticket prices. (boondoggle.substack.com) Why are people so freaked out about institutional ownership of single family...

Books An excerpt from “After Covid: The Health Impacts That Will Last Generations” by Jason Gale. (bloomberg.com) David Epstein talks with Olga Khazan, author of “Me, But Better: The Science and Promise of Personality...

In my 347th post two years ago, titled “Not ‘AI’, but ‘AIs’”, I argued that up next was an internet built for AIs over the next two decades. Just as the Internet tech wave over the last two plus decades has been an internet built for humans. While OpenAI...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday 🔥: The market tried to rally, but oil headlines kept the lid on as tanker strikes in the Strait of Hormuz and U.S. retaliation pushed crude up again even with the IEA announcing a record...