Podcasts Joe Weisenthal and Tracy Alloway talk with Jonathan Heathcoate, co-author of the paper “A Macroeconomic Perspective on Stock Market Valuation Ratios.” (podcasts.apple.com) Pierre Daillie and Mike Philbrick talk portfolio buildling...

I’ve long said in these pages that ‘two opposite things can be true at the same time’. Especially in technology waves. And this AI Tech Wave may be expanding that to three. Let me explain. Axios explains the current reality in AI as “The Three Realities...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday ⚓️: Markets were flat‑to‑green as tech bounced from last week’s SaaS selloff even while the U.S. shifted toward a Hormuz blockade strategy that keeps geopolitical risk elevated. Oil wasn’t...

Show in Folder MP’s Key Takes Today: 1. As I discussed last year, is leaning into mainstream AI Smart Glasses. Bloomberg now reports the product line up and plans. Apple’s entering Meta’s territory with the one edge Meta can’t match — 2+ billion iPhones...

Presented by CLOSING BELLHappy Monday Fox News graphic The market started the week flattish, but grew to a 1% jump with tech rebounding after a SAAS sell-off last week. J.D. Vance and team failed to move the needle in Pakistan with Iranian negotiators...

OVERVIEW Crypto To World: Hodl My Beer 🍺 Here’s What’s Happening 👇️ Some markets climb a wall of worry. Crypto prefers to kick the wall, call it a coward, and buy anyway. $BTC ( ▲ 1.72% ) reclaimed the low-$73K value area, $ETH ( ▲ 2.68% ) followed it...

Liquidity provision, event resolution, the Mythos trade, fintech concierges and AI Zuck.

So …  I’ve only skimmed the Ronan Farrow and Andrew Marantz New Yorker opus on Sam Altman. But my immediate reaction was that they didn’t ask the right question.  A story that asks whether Altman can be trusted seems self-evident to me. Maybe the...

Crypto Strategy ($MSTR) purchased more Bitcoin. (theblock.co) Bitmine ($BMNR) purchased more Ethereum. (theblock.co) Companies Intel ($INTC) stock is having a moment. (msn.com) AI is messing with the terminal values of software companies....

Podcasts Ian Wenik and Alex Steger talk with Michael Batnick about internal succession and private credit. (citywire.com) Meb Faber talks private equity with Owen Lamont, a Portfolio Manager at Acadian Asset Management, and Randy Cohen, a finance...