Also private credit is the new credit cards, engagement is the new AGI, everything is securities fraud and nothing is securities fraud.

Data We need more, better economic data. (stayathomemacro.substack.com) Barry Ritholtz talks with Michelle Leder of Footnoted about finding alpha in SEC filings. (ritholtz.com) Factors Which factors exhibit the most momentum...

I’ve often said in these pages that two seemingly opposite things can be true at the same time. And they can both attract like flames to moths. We seem to be at a macro moment of that type for this AI Tech Wave. The debate of course is around whether...

As a reminder, MarketSurge (by Investor’s Business Daily) is 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...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market fell on Monday as investors returned from the weekend, waiting and watching for the Wednesday FOMC rate decision. In chips, Nvidia was climbing slightly when Trump posted he was letting...

Presented by CLOSING BELLRed Before The Cut The market fell on Monday as investors returned from the weekend, waiting and watching for the Wednesday FOMC rate decision. Last week’s outdated but flat inflation data, combined with fresh but bad labor...

OVERVIEW Saylor Has Spent Enough On BTC This Year To Buy Every NFL Stadium 😶 Before we dive in, here’s today’s crypto market heatmap: Source: Santiment And here’s a look at crypto’s total market and altcoin market cap charts: Source:...

Markets A look at the new MSCI All Country Public + Private Equity Index. (axios.com) A look at the historical returns of the Nasdaq 100. (awealthofcommonsense.com) Lower borrowing costs are available to smaller funds. (mailchi.mp) Crypto Investors in...

Also the SEC shutdown, the CFPB pause and the DAT collapse.

Podcasts Ben Johnson and Julie Willoughby tax advice with Ritholtz Wealth’s Bill Sweet and Bill Artzerounian. (morningstar.com) Thomas Kopelman talks with Mark Cecchini with advice for other advisers. (podcasts.apple.com) Michael Batnick talks with...