Presented by Monday 🤖: Semiconductor leadership kept investors risk-on and pushed the Dow through 53,000 despite the Middle East conflict. Palantir and Snap rewarded that appetite after hours with accelerating growth and stronger guidance. Crude’s...

Presented by The market climbed Monday as semiconductor leadership overpowered another round of Middle East risk, pushing the Dow through 53,000. Amazon climbed past the $3T mark, and stocks were just points away from market wide records....

OVERVIEW Hope And Fear Now Sharing Custody Of The Market On Alternating Days 🎭️ Here’s What’s Happening 👇️ Today’s top trending tickers: $ADA ( ▲ 4.65% ) , $BNB ( ▲ 1.07% ) , $XRP ( ▲ 0.61% ) , $HYPE ( ▲ 3.66% ) , and $ETH ( ▼ 0.11% )   NEWSBlackRock...

Situational Awareness hedging and margin, agentic retail investing, Bitcoin cold wallets and Anthropic hacks. 

July 2026 The S&P 500 returned -0.06% last month. (on.spdji.com) How major asset classes performed in July 2026. (capitalspectator.com) Rates Treasury rates aren’t heading meaningfully lower absent a recession. (mrzepczynski.blogspot.com)...

Today’s theme is borrowed from evergreen daytime television. ‘As the World Turns’. Adapted today to ‘As the World of AI Turns’. The original ‘soap opera’ ran on CBS for fifty four years. And the reason I am borrowing it today, is that it weaves through...

Podcasts Christine Benz and Amy Arnott talk with Ryan Frederick, about the intersection of place and healthy longevity. (morningstar.com) Frazer Rice talks with Marguerite Lorenz about the job of a trustee. (youtube.com) Ben Carlson talks with Bob Pozen...

Today’s discussion is around what I’ve long described as ‘Forever Problems’ in this AI Tech Wave, ‘AI Hallucinations’ and ‘Prompt Injections’. Two technical problems with probabilistic AI models that are very different vs the traditional computing...

The Weekend RipHappy Weekend! Megacap tech carried stocks higher this week, but the calm at the index level masked a brutal rotation underneath. Microsoft, Amazon, and Alphabet added roughly $1.5T as strong cloud growth validated massive AI spending,...

Markets Bank stocks are rallying. (trendlabs.com) How Japan’s stock market has changed over time. (apollo.com) In this market, big stocks are making really big moves. (awealthofcommonsense.com) Strategy On the limits of financial modeling. (tker.co)...