Good afternoon… The ‘inbox wins’ is a theme of mine (and Ethan Berk) who is our analyst. In the public markets, Google is my inbox investment. In our Socialleverage.com funds we have made a bunch of successful inbox investments over the years and two...

Strategy Just because there may be evidence, doesn’t mean every investment decision is straightforward. (behaviouralinvestment.com) Revisiting the railway bubble. (awealthofcommonsense.com) Crypto The digital asset treasury company trade is going...

Round-ups A round-up of recent research including ‘Corporate Earnings Calls and Analyst Beliefs.’ (alphainacademia.substack.com) A round-up of recent research including ‘The Tranching Dilemma. A Cost-Aware Approach to Mitigate...

It’s well known that OpenAI is laser focused on making ChatGPT as ready to engage with billions of mainstream users as possible, while still checking all the safety requirements along the way. That is a singularly difficult task for all LLM AI companies...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market climbed to start a short holiday week Monday, big tech leading the way higher. It was the best day for the S&P 500 in six weeks, and the QQQ climbed the most since May. It’s a...

Presented by CLOSING BELLWe’re Back (For A Little) The market climbed to start a short holiday week Monday, big tech leading the way higher. It was the best day for the S&P 500 in six weeks, and the QQQ climbed the most since May. It’s a short...

OVERVIEW One Week In Crypto Can Change Things. Fast. ⏩️ Before we dive in, here’s today’s crypto market heatmap: Source: finviz And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView UN-Limited Limit Orders in DeFi...

Yap money stones, consultation fees, Morgan Stanley vendors, crypto-to-GSE contagion and the Epstein files.

Strategy Investor behavior matters a lot when it comes to investing in ‘oddball funds.’ (morningstar.com) Bubbles are only obvious in hindsight. (ritholtz.com) Crypto How the Trump family fortune has been affected by the crypto...

As a reminder, MarketSurge (by Investor’s Business Daily) is now 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...