Finance Blackstone ($BX) backed Jersey Mike’s has filed to go public. (restaurantdive.com) The art market is increasingly financialized. (humbledollar.com) Private credit Blue Owl ($OWL) sees continued redemption requests. (finance.yahoo.com) Why...

Today’s theme: defining ‘The Other’ in the fast-developing ‘Us vs Them’ Enterprise AI market narrative. Enterprise software companies large and small are aligning themselves against the frontier AI companies — Anthropic and OpenAI in particular....

Playing Devil’s Advocate Last week, I walked through “The Best Stocks You Don’t Own” The message was pretty simple. I’m bullish on the market, but I’m bullish in a very specific way. The better opportunities right now continue to be under the surface,...

As I discussed on the ARD #110 podcast yesterday, tech incumbents are executing totally in ‘Founder Mode’. around this AI Tech Wave. I outlined how established big tech companies are executing aggressively like tech startups. Even 33+ year old tech...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🥪: The market split into the holiday break as weak jobs data lowered hike anxiety, but failed to save crowded AI trades. Tech dragged, defensives led, and semis kept bleeding after...

Presented by CLOSING BELL Good afternoon, and happy Thursday. The market was basically to end the short week, and two day start to the third quarter. It was a record high for the Dow Thursday, as weak jobs data didn’t do much to curb green names...

OVERVIEW They’re SECZ And They Know It 🫢 Here’s What’s Happening 👇️ Today’s top trending tickers: NEWSThey’re SECZ And They Know It 🫢 Securitize is now on the NYSE, and tokenized itself. Their ticker is $SECZ ( 0.0% ), pronounced ‘sexy’. Also: roughly...

Today’s theme: ‘Blind Ambitions Abound’— and Unbound. A special edition going into the 250th July 4th weekend of the founder-led country, the USA: This AI Era tech incumbents are running in ‘Founder Mode’ — Y Combinator founder Paul Graham’s idea,...

Homoglyphs, business negging, private bonds, BDCs, Bitcoin binaries, kamikaze drones and a DAT-to-AI pivot.

Markets The Yen is at a 40-year low relative to the U.S. dollar. (axios.com) SpaceX ($SPCX) debt trades like junk. (bloomberg.com) Fund management Why there is an overhang on StepStone Group ($STEP) shares. (hntrbrk.com) How Micron ($MU) came to make up...