Books An excerpt from “The Making of a Permabear: The Perils of Long-term Investing in a Short-Term World” by Jeremy Grantham with Edward Chancellor. (barrons.com) An excerpt from “Quiet Brilliance: What Employers Miss About Neurodivergent...

We’re ending 2025 with the most extraordinary buildup of semiconductor chip powered AI Data Centers, with unprecedented amounts of Power to rev then up. So much of this year has been dominated by that AI buildup in the $400 billion plus range by the big...

CLOSING BELLThe Weak Holiday Week Continues  $SPY ( ▼ 0.75% )  $QQQ ( ▼ 0.83% )  $IWM ( ▼ 0.75% )  $DIA ( ▼ 0.45% )  Source: Tenor Everyone is OOO this week, including your normal market sherpa, Kevin Travers, so you’re stuck with me, Tom Bruni, for the...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 It was a weak end to a holiday week, with the Santa Claus rally apparently on pause until the new year. With that said, it was another strong year for stocks and other risk assets worldwide, so most investors...

Presented by: OVERVIEW Congratulations, You Survived 2025 😶 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: TradingView ON-CHAIN...

Markets Long Western Digital ($WDC), short TradeDesk ($TTD) was the trade of the year. (barrons.com) The VIX is ending the year near its lows. (vixology.substack.com) A barbell in stock performance in 2025. (chartkidmatt.com) Finance The Korea Exchange has...

Good morning… I hope everyone here reading has a happy and healthy New Year. I’m off to Phoenix for New Years and going to tee it up with Max and friends tomorrow. Coronado has been spectacular over the holidays. Coronado is always great, but the...

Podcasts Thomas Kopelman talks with Cody Garrett about how to effectively manage your lifetime taxes. (podcasts.apple.com) Dan Harris talks with Mia Birdsong, author of “How We Show Up: Reclaiming Family, Friendship, and...

Meta buying AI Reasoning/Agentic company Butterfly Effect/Manus for $2.5 billion a few days before New Year’s 2025 was not on most people’s Bingo cards. Especially given the US/China geopolitical kerfuffles with ‘AI Space Race’ tinged policies around tech...

Keywords AI, technology, Apple, social media, devices, 2026, Moore’s Law, memory shortage, content creation, predictions Summary In this episode, Michael Parekh and Neil McWanna discuss the future of AI in 2026, focusing on key themes such as the impact...