Proxy IQ, on-cycle recruiting, First Brands, Warner Bros. and German dentists.

Crypto Why MSCI ($MSCI) chickened out on DATs. (giftarticle.ft.com) Some DATs are being forced to sell their digital assets. (theblock.co) There’s not a ton of demand for dogecoin ETFs. (sherwood.news) Trading crypto doesn’t make you immune...

Podcasts Christine Benz and Ben Johnson talk with Cullen Roche, author of “Your Perfect Portfolio: The Ultimate Guide to Using the World’s Most Powerful Investment Strategies.” (morningstar.com) Stephen Dubner with an update of “Are...

Well, as expected in Las Vegas, Nvidia founder/CEO Jensen Huang’s keynote at CES 2026 was worth the watch. Just like last year. One gets the sense that Nvidia, for all its accomplishments of late, is kinda just ‘getting warmed up’. In particular, Nvidia...

Strategy Eight market lessons from 2025 including ‘Cryptocurrency is still a speculative asset.’ (morningstar.com) Three timeless lessons re-learned in 2025 including ‘Politics and investing don’t mix.’ (carsongroup.com) A...

OVERVIEW The Market Rallied and I Still Feel Nothing 🤷 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: Source: TradingView NEWSMorgan Stanley Joins the...

Also Crystallex/Citgo, the revenge of the banks and the Pod Shop Game.

Good morning… My daughter Rachel turns 28 today. Rachel has an incredible zest for life and I am so proud of her. I am a lucky dad. Powered by beehiiv

AI How to use NotebookLM to review venture capital docs. (avc.xyz) On the dangers of letting AI read your fund documents. (ludovicphalippou.substack.com) Asset management Unconscious bias is a factor in portfolio manager...

Looks like Google Gemini AI is getting a distribution boost from Samsung Galaxy smartphones and devices that is bigger than might be understood. The reason this is important is of course the market fixation in this AI Tech Wave on the OpenAI vs Google LLM...