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Monday
Stocktwits Chart Art
Presented by Monday 🤖: Semiconductor leadership kept investors risk-on and pushed the Dow through 53,000 despite the Middle East conflict. Palantir and Snap rewarded that appetite after hours with accelerating growth and stronger guidance. Crude’s...
19 hours ago
4 MIN READ
Welcome to Record Town
Welcome to Record Town
Tom Bruni The Daily Rip
Presented by The market climbed Monday as semiconductor leadership overpowered another round of Middle East risk, pushing the Dow through 53,000. Amazon climbed past the $3T mark, and stocks were just points away from market wide records....
19 hours ago
9 MIN READ
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Hedgehog Hedge Fund
Matt Levine Money Stuff
Situational Awareness hedging and margin, agentic retail investing, Bitcoin cold wallets and Anthropic hacks. 
24 hours ago
1 MIN READ
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Monday links: a 3% inflation world
Tadas Viskanta Abnormal Returns
July 2026 The S&P 500 returned -0.06% last month. (on.spdji.com) How major asset classes performed in July 2026. (capitalspectator.com) Rates Treasury rates aren’t heading meaningfully lower absent a recession. (mrzepczynski.blogspot.com)...
1 day ago
2 MIN READ
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'As the AI World Turns.' Oracle, OpenAI & Leopold. ARD #132
Michael Parekh AI: Reset to Zero
Today’s theme is borrowed from evergreen daytime television. ‘As the World Turns’. Adapted today to ‘As the World of AI Turns’. The original ‘soap opera’ ran on CBS for fifty four years. And the reason I am borrowing it today, is that it weaves through...
1 day ago
19 MIN READ
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Adviser links: true contentment
Tadas Viskanta Abnormal Returns
Podcasts Christine Benz and Amy Arnott talk with Ryan Frederick, about the intersection of place and healthy longevity. (morningstar.com) Frazer Rice talks with Marguerite Lorenz about the job of a trustee. (youtube.com) Ben Carlson talks with Bob Pozen...
1 day ago
1 MIN READ
The Weekend Rip: August 2nd!
The Weekend Rip: August 2nd!
Tom Bruni The Daily Rip
The Weekend RipHappy Weekend! Megacap tech carried stocks higher this week, but the calm at the index level masked a brutal rotation underneath. Microsoft, Amazon, and Alphabet added roughly $1.5T as strong cloud growth validated massive AI spending,...
2 days ago
6 MIN READ
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Sunday links: brains vs. wisdom
Tadas Viskanta Abnormal Returns
Markets Bank stocks are rallying. (trendlabs.com) How Japan’s stock market has changed over time. (apollo.com) In this market, big stocks are making really big moves. (awealthofcommonsense.com) Strategy On the limits of financial modeling. (tker.co)...
2 days ago
3 MIN READ