Books Five insights from “How to Win a Trade War: An Optimistic Guide to an Anxious Global Economy” by Soumaya Keynes and Chad Bown. (nextbigideaclub.com) A Q&A with Cory Doctorow about his book, “The Reverse Centaur’s Guide to...

Water, water everywhere, and not a drop to drink as they say in that 1798 poem. Except maybe in China when it comes to memory chips. I’ve talked for over a year in these pages and the podcast on how memory chips remain a key bottleneck in this AI Tech...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Wednesday 🧠: The Nasdaq fell 0.4% while cheaper oil pushed the Dow higher and punished Energy. Micron’s revenue quadrupled, and its $50 billion forecast revived the battered AI trade after hours. Wendy’s...

Presented by CLOSING BELL The market split Wednesday as cheaper oil helped old-economy sectors, but another technology selloff kept the Nasdaq underwater. After the bell, Micron earnings might have turned that tech frown upside down. The S&P 500...

OVERVIEW The MVRV Might Make Bears Nervy 😰 Here’s What’s Happening 👇️ Today’s top trending tickers: $BTC ( ▼ 2.92% ) , $JASMY ( ▼ 1.77% ) , $HBARX ( ▼ 4.38% ) , $XRP ( ▼ 4.01% ) , and $BNB ( ▼ 3.18% ) STOCKTWITS24 Hour Tug Of War – Stocktwits Data...

Today’s theme: semiconductors remain a key AI gating factor — whether it’s the AI GPUs or the memory chips, especially on the local-computing side, where computer and smartphone prices are all heading in one direction for the next couple of years. Even...

Also Meta’s Arena prediction market, the inevitable Tesla/SpaceX merger, a robot SPAC and SK Hynix ADRs. 

Markets Korean memory maker SK Hynix wants to sell stock on the Nasdaq. (renaissancecapital.com) Micron ($MU) earnings have gone vertical. (axios.com) Strategy An investor’s first job is to avoid ruin. (safalniveshak.com) Why retail traders love...

View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 852% (7.8% per year) AFTER adjusting for inflation. Why you need...

Podcasts Brett McKay talks with Derek Coburn, author of “Let’s Retire Retirement.” (artofmanliness.com) Russ Roberts talks with Benjamin Todd, author of “80,000 Hours: How to Have a Fulfilling Career That Does Good.”...