The core debate underlying LLM AIs (large language models) to date, is whether they can by thsmselves get us to AGI (artificial general intelligence). Or are they just stochastic parrots that don’t yet understand enough of the broader, physical world to...

Strategy Why you can’t simply push reset on your portfolio. (fortunesandfrictions.com) Not surprisingly, there is a link between problem gambling and trading. (klementoninvesting.substack.com) Finance How can a private loan go from 100 cents on...

Also First Brands, AI long-termism and Tether gold trading.

Quant stuff A round-up of recent academic research papers including ‘Momentum Factor or Factor Momentum in REIT Market?’ (alphainacademia.substack.com) Asset managers need to decide what AI is good for, and what it is not....

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...

I’ve discussed often how Perplexity continues to punch above its weight amongst the leading LLM AI players this AI Tech Wave . Whether it’s in fielding state of the art AI Browsers, or offering multi-LLM driven AI Search, or doing big marketing...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 It was a risk-on day, with investors and traders celebrating what they believe to be the beginning of the end for the longest government shutdown in history. Here’s how the major indexes ended the day: $SPY (...

Presented by CLOSING BELLStocks Surge As Government Shutdown (Nearly) Shutters 📕  Source: Tenor.com It was a risk-on day, with investors and traders celebrating what they believe to be the beginning of the end for the longest government shutdown in...

OVERVIEW Retail Finally Gets To Eat Before the Whales 🐳 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 NEWSCoinbase Token Sales: Retail...

Strategy A growing percentage of investors have never experienced a real bear market. (advisorperspectives.com) Just how big is the wealth effect? (optimisticallie.com) Crypto Jim Chanos has closed his short Microstrategy ($MSTR)-long Bitcoin...