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Bonds Going Wrong Way
Bonds Going Wrong Way
Tom Bruni The Daily Rip
Presented by CLOSING BELLBonds Going Wrong Way Markets were falling and all eyes were on treasury yields on Friday, as the market digested the rate cut that’s been on the table since before September. The S&P 500, Nasdaq, and Russell fell 1-2% off...
20 hours ago
9 MIN READ
Rudolph’s Nose Is Red, So Is Everything Else 🦌
Rudolph’s Nose Is Red, So Is Everything Else 🦌
Jonathan Morgan The Litepaper
OVERVIEW Rudolph’s Nose Is Red, So Is Everything Else 🦌 Before we dive in, here’s today’s crypto market heatmap: Source: finviz.com And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView NEWSThe $40 Billion Fraud...
22 hours ago
11 MIN READ
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Podcast links: learning the wrong lessons
Tadas Viskanta Abnormal Returns
The biz AI-generated podcasts are here. (latimes.com) Half of the top 50 podcasts have a video component. (bloomberg.com) Why podcasts are shifting to video…money. (calnewport.com) How to quit Spotify ($SPOT). (bloodinthemachine.com) AI...
1 day ago
2 MIN READ
AI: Disney vs Google/YouTube & Disney + OpenAI. RTZ #933
AI: Disney vs Google/YouTube & Disney + OpenAI. RTZ #933
Michael Parekh AI: Reset to Zero
The ongoing tussles and kerfuffles between LLM AI companies and content/copyright owners saw some notable developments today. With OpenAI and Disney signing an investment plus content sharing deal on the one hand. A deal with wariness on both sides and...
2 days ago
9 MIN READ
Thursday
Thursday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market fell and clawed its way back Thursday, the S&P 500 starting out just below fresh highs, and depending on who you ask, it hit a close at a fresh record over the 6,900 mark following Wednesday’s...
2 days ago
3 MIN READ
Record Day After Fed
Record Day After Fed
Tom Bruni The Daily Rip
Presented by CLOSING BELLRecord Day After Fed The market fell and clawed its way back Thursday, the S&P 500 starting out just below fresh highs, and depending on who you ask, it hit a close at a fresh record over the 6,900 mark following Wednesday’s...
2 days ago
10 MIN READ
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Thursday links: a lack of trust
Tadas Viskanta Abnormal Returns
Investment writing Nick’s favorite investment writing from 2025 including ‘The Last Decision by the World’s Leading Thinker on Decisions’ by Jason Zweig. (ofdollarsanddata.com) Book recommendations from Meb Faber’s podcast...
2 days ago
2 MIN READ
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Longform links: learning something new
Tadas Viskanta Abnormal Returns
Books An excerpt from “Dirtbag Billionaire: How Yvon Chouinard Built Patagonia, Made a Fortune, and Gave It All Away” by David Gelles. (davidgelles.substack.com) Christine Ro talks with John Fullerton, co-author of “Regenerative...
2 days ago
2 MIN READ