Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 🦫: Markets trended toward record highs as strong manufacturing data and a $12 billion critical minerals stockpile offset jitters from a government shutdown. While Nvidia slipped on rumors...

Presented by CLOSING BELLGroundhog Day Groundhog Day Groundhog Day It’s ground hogs day, and Punxsutawney Phil, the Lovecraftian rodent that controls the weather, said the presence of his 140-year-old shadow brings the lament of six more weeks of winter....

OVERVIEW Code Red: January 2026 Crypto Triage Report 🤕 So last Friday’s issue of the Cryptotwits newsletter, Your Official Guide to Who’s Worth Taking Home This February 💘, apparently slapped. You all really liked it. My inbox was flooded...

Markets How major asset classes performed in January 2026. (capitalspectator.com) What’s going on with the dollar? (ritholtz.com) Prediction markets The CBOE ($CBOE) wants to bring back binary options. (wsj.com) Polymarket is explicitly banned in...

Data centers, killer AI is securities fraud, CFTC sports regulations and art history.

Podcasts Michael Kitces talks with Blair duQuesnay of Ritholtz Wealth about best serving UNHW clients. (kitces.com) Brendan Frazier on why clients struggle to follow through and what Advisors can do to change that. (podcasts.apple.com) Ben Carlson...

A lot of attention goes to Elon’s Tesla/xAI/Grok empire when it comes to discussions of self driving ‘robotaxi’ (aka cybercabs) in the US. Less attention goes to Alphabet/Google’s ‘other bet’ Waymo, which has been gathering steam with its lidar and...

  The Weekend RipHappy Weekend! The market weathered a volatile stretch as record-breaking rallies in gold and silver spectacularly reversed following the nomination of Kevin Warsh for Fed Chair, which sent precious metals into a tailspin and boosted the...

Here’s a preview of what we’ll cover this week:  Macro: Powell Agrees To An Expanding Economy; Weaker Dollar Is A Markets’ Tailwind Markets: Meta: Non-Consensus Alpha; Microsoft Was Misunderstood; Amazon: A White Knight For OpenAI?; Winner of CapEx...

Markets The S&P 500 rose 1.45% in January 2026. (on.spdji.com) A look at just how crazy the silver market was this week. (rcmalternatives.com) The AI rollout is going to have a lot of downstream effects for companies. (tker.co) Prediction...