Join us in May for The Cashtag Awards at The NYSE Good morning everyone… Before I get started I wanted to welcome all the new readers to my newsletter. Do tell your friends. For those new here I do a weekly podcast now called the Howard Lindzon show you...

Markets The stock market doesn’t know more about war than anyone else. (tker.co) Domestic fertilizer makers are cashing in on the Iran war. (ft.com) You can’t ignore the news, you can only manage it. (awealthofcommonsense.com) IPOs...

Here’s a preview of what we’ll cover this week:  Macro: Iran conflict; Are We Transitioning to an Inflationary Regime?; Trump, Iran And Uranium; Solving Cem’s Puzzle; The Low-Income Consumer Signal Markets: Dislocated Quality; What Dictates Asset...

Also on the site Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Top clicks this week...

The Bigger Picture, Sunday, March 22, 2026 The newest perk and measure of coder productivity this AI Tech Wave in the halls of tech companies and beyond, are AI ‘Token Budgets’. The amount of AI variable cost intelligence tokens, both input and...

AVs AVs are racing ahead of regulators. (axios.com) Uber ($UBER) and Rivian ($RIVN) made a deal for 50,000 robotaxis. (engadget.com) A first hand account of Tesla ($TSLA) FSD gone wrong. (theatlantic.com) PJ Vogt on the rich history of the development...

Nvidia GTC 2026 Trillion+ $ AI Roadmap: Nvidia rolled out an unexpectedly super-sized AI product roadmap at its 2026 GTC, flanking most competitive prospects in the near term. Founder/CEO Jensen Huang’s detailed Keynote had a dense, deep and diverse array...

TGIF… Last week I wrote ‘is it time to panic’? My thesis is if you must panic, panic first. The week is now over and while the markets continue lower, it seems like today was still a good day to ‘panic first’. I started getting calls today from some of...

Strategy Big portfolio changes are hard to reverse. (wsj.com) How your strengths and weaknesses as an investor relate. (microcapclub.com) Private assets Goldman ($GS) and JPMorgan Chase ($JPM) are offering hedge funds ways to bet against the private...

Talking with folks after Nvidia’s keynote kickoff at GTC 2026, it’s clear that many are having some difficulty seeing through the dense foliage of very technical announcements by founder/CEO Jensen Huang. In my discussion of Nvidia founder/CEO Jensen...