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Tuesday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday ⚠️: Markets slipped Tuesday as ceasefire talks between Iran and the U.S. teetered on collapse, with Trump extending the deadline to Wednesday only to have reports surface that talks may be off...
22 hours ago
3 MIN READ
Well, The New Fed Chair Is A Degen 😱
Well, The New Fed Chair Is A Degen 😱
Jonathan Morgan The Litepaper
Presented By OVERVIEW Well, The New Fed Chair Is A Degen 😱 Here’s What’s Happening 👇️ Today’s winners are not winning as much as they are barely keeping their heads above water. $NEAR ( ▲ 3.03% ) ended the regular trading day up +0.35%, $LINK ( ▲ 2.32%...
1 day ago
12 MIN READ
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Tuesday links: the end of anonymity
Tadas Viskanta Abnormal Returns
Fund management Why did it take so long for competition to come for Invesco’s $QQQ franchise? (riabiz.com) Ted Seides talks the mechanics of index fund management with Rodney Comegys who is the CIO of Vanguard Capital Management and Head of...
1 day ago
2 MIN READ
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Research links: performance chasing
Tadas Viskanta Abnormal Returns
Research Don’t fall for fake diversification schemes. (behaviouralinvestment.com) Bank-run QIS programs are booming. (wsj.com) Competitive advantages are hard to find, let alone maintain. Why it matters for valuation. (morganstanley.com) How...
1 day ago
1 MIN READ
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Monday
Stocktwits Chart Art
Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Monday 😬: Stocks slipped after Friday’s all-clear party as the Hormuz standoff snapped back into focus and traders realized the ribbon-cutting ceremony was, in fact, canceled. The S&P barely...
2 days ago
3 MIN READ
So much for ceasefires
So much for ceasefires
Tom Bruni The Daily Rip
CLOSING BELLHappy Monday Monday started the week with a slight decline as the market was holding its breath after hitting all-time highs on Friday following Iran ceasefire news. The S&P 500 ended the day barely clinging to 7,100. As it turns out the...
2 days ago
10 MIN READ
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AI in US being sold with Fear not Joy.
Michael Parekh AI: Reset to Zero
Notable moments from the consumer end of the AI Tech Stack today. Four takes, plus Gadget AI on the coding-wars counter-example. Four Key MP Takes today: (1) Consumer AI Is as Popular as Congress. Stanford’s 2026 AI Index — US favorability under 30%,...
2 days ago
5 MIN READ