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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...
22 hours 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...
22 hours 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%,...
23 hours ago
5 MIN READ
What The Kelp Happened 🤦
What The Kelp Happened 🤦
Jonathan Morgan The Litepaper
OVERVIEW What The Kelp Happened 🤦 Here’s What’s Happening 👇️ Another weekend, another bridge exploit, another nine-figure hole in a DeFi lending protocol. The Kelp DAO drain is just the seventeenth major bridge to fall down since 2021. Here’s...
23 hours ago
12 MIN READ
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Monday links: AI assumptions
Tadas Viskanta Abnormal Returns
Markets Weed stock came in with a lot of hype, but have been a disaster. (trendlabs.com) New all-time highs are not, in and of themselves, any kind of sell signal. (awealthofcommonsense.com) Finance Why the cashtag (still) matters for consumers of...
1 day ago
2 MIN READ
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Adviser links: shadow advisers
Tadas Viskanta Abnormal Returns
Podcasts Ben Carlson talks with Ehren Stanhope, a key leader behind OSAM’s ⁠Canvas⁠ platform, to break down how investors can create real tax alpha. (youtube.com) Michael Kitces talks with Michael Kay, author of “How To Craft Your Chapter X: A Guide...
1 day ago
2 MIN READ
AI: DeepSeek not faded out in China. RTZ #1062
AI: DeepSeek not faded out in China. RTZ #1062
Michael Parekh AI: Reset to Zero
A lot has happened in China this AI Tech Wave, since AI company DeepSeek seared into global attention early last year. Chinese AI companies private and public raced ahead to take a global lead in open source LLM AIs, wresting the crown away from Meta...
2 days ago
5 MIN READ
The Weekend Rip: April 19
The Weekend Rip: April 19
Tom Bruni The Daily Rip
Presented by The Weekend RipHappy Weekend! Markets spent the week ripping from war panic to all-clear euphoria, with the S&P punching through fresh highs as oil first surged on Hormuz fears and then collapsed when the Strait reopened. Underneath...
2 days ago
8 MIN READ