The handicapping on Wall Street is getting louder. I’ve been discussing the three mammoth prospective AI IPOs this year, from Elon Musk’s SpaceX to Anthropic to of course OpenAI. That last one is particularly important, since it’s the perceived leader of...

HLEND, is anti-ESG securities fraud, AI/consulting synergies and everything is she-curities fraud.

Strategy Markets bottom on bad news. (chartkidmatt.com) Periods of chaos highlight your risk mismatches. (contessacapitaladvisors.com) Don’t take advice from billionaires. (humbledollar.com) Degen economy Prediction markets are writing more rules...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Podcasts Steve Curley and Chris Cannon talk with Brent Sullivan of The Tax Alpha Insider. (investorsfirstpodcast.com) Michael Batnick talks AI and wealth management with Rob Nance, CEO of Dispatch. (youtube.com) Charles Schwab Charles Schwab’s...

New attack vectors from above never considered. What a difference a few months make to flip perspectives. It was only last year the most of the US big tech Mag 7s, along with AI leaders OpenAI, Anthropic and others were in the middle east, at times...

Summary This episode covers the latest in AI and tech, including the OpenAI vs Anthropic rivalry, AI wearable chips from Qualcomm and Apple, AI in smartphones and content creation, OpenClaw’s impact in China, and Apple’s strategic move into...

Presented by Sponsor this newsletter The Weekend RipHappy Weekend! The market spent the week grinding lower as the Iran war and Hormuz risk drove an oil shock, keeping energy and defense as the only reliable upside while most risk assets sagged. A bad...

I’ve always thought Bloomberg LP’s success was driven as much by paying attention to the customer as building technology. There’s a good story that illustrates the emphasis Mike Bloomberg puts on clients that I heard this week. It came from Lloyd...

Oil How much higher will gasoline prices go? (natesilver.net) How do higher oil prices affect the stock market? (awealthofcommonsense.com) Prediction markets The Kalshi and Polymarket CEOs are very public-facing. (npr.org) Kalshi is now targeting women...