Bonds The Treasury flight-to-safety trade isn’t working. (panoptica.ai) Sovereign bond markets are not panicking. (ft.com) Strategy Uncertainty is inherent in investing. Prepare accordingly. (awealthofcommonsense.com) Before you invest in a...

Viewing Are there more TBPN-like niches out there? (hollywoodreporter.com) Amazon ($AMZN) is shutting down the Wondery app. (variety.com) Apple Music ($AAPL) will flag AI music, kinda sorta. (engadget.com) Podcasting is an open standard. Video is...

Good morning… I am back with another episode of The Howard Lindzon Show with Michelle Steele and the world is loud. We start with the headline: investors are “hedged to the teeth,” holding historic put protection. I explain why that’s not as...

It may be deja vu with Mac vs PC all over again, without the comparison ads. The understated AI version. With its new $599 price MacBook Neo, and other devices, Apple launched its best shot globally to gain mainstream unit market share in laptops,...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Thursday 🙁 : Markets reversed lower as the Iran war dragged on, oil tagged $81, and tariff-refund headlines added policy noise just as AI trade speculation drove sharp single‑stock moves. Broadcom’s results...

CLOSING BELLOil Starved Dow Drops 1,000 Points The market changed direction to fall Thursday, the fifth or sixth day of war in Iran depending who you ask. AI is ripping through earnings reports but the market turned red, big names like Merck and Walmart...

OVERVIEW Spent 24 Hours Not Trusting The Pump And It Turns Out That Was The Correct Emotion 🤠 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:...

An SREIT tender, dip buyers, the dispersion trade and nonfungible bolivianos.

Prediction markets Nilay Patel talks with Liz Lopatto about why the media has pivoted to prediction markets. (theverge.com) Underdog is pivoting to prediction markets. (frontofficesports.com) Geopolitics Long term, Japan is a big part of any...

Books An excerpt from “After Covid: The Health Impacts That Will Last Generations” by Jason Gale. (bloomberg.com) An excerpt from “Picky: How American Children Became the Fussiest Eaters in History” by Helen Zoe Veit. (slate.com)...