Strategy How to de-bias your decision making. (mrzepczynski.blogspot.com) The financial markets are always uncertain. (behaviouralinvestment.com) Companies How Apple ($AAPL) can keep winning, despite the threat from AI. (stratechery.com) A look at the...

Round-ups A round-up of recent research on crash risk(s). (capitalspectator.com) A round-up of recent academic research including ‘Expected Returns with Cash Flow Trends and Cycles.’ (alphainacademia.substack.com) Economics How WFH...

That Energy and Power are the critical bottleneck in this AI Tech Wave to build hundreds of billion dollars worth of AI Data Centers in the US, is now a well-understood reality. Including the skilled workers to do it all. Particularly as China,...

As a reminder, MarketSurge (by Investor’s Business Daily) is a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...

Markets A look at forward P/E ratios. (econbrowser.com) The flight-to-safety trade hasn’t worked in March. (axios.com) Prediction markets Don’t hold your breath that anyone will be held accountable for recent insider trading. (newyorker.com)...

Podcasts Brendan Frazier on how to build out a client service calendar. (podcasts.apple.com) Ben Carlson⁠ talks with ⁠Joe Mrak⁠, CEO of Foundation Source, to discuss the often-overlooked role philanthropy plays in wealth management. (youtube.com) The...

I recently discussed the increasing importance of measuring AI usage at scale around the world in terms of “AI intelligence Tokens” in this AI Tech Wave going forward. This is in addition to metrics like the hundreds of billions expended per year on AI...

NEWS DISCUSSION OF THE WEEK: OpenAI cuts video Sora app to block Anthropic growth in the enterprise AI-RTZ #1037, AI: Reset to Zero AI: OpenAI trims AI Applications down to ‘AGI’ basics. RTZ #1037 OpenAI founder/CEO Sam Altman is choosing to...

Good morning everyone… I am writing to you today with just 9 fingers so I finally have an excuse for all the typos and grammar mistakes. If you follow the markets like me, this is one hell of a week coming up and I will do a detailed plan of what I am...

Markets The only game in town is energy stocks. (trendlabs.com) When everything feels crazy, focus on earnings. (tker.co) Earnings estimates have held up while the stock market has pulled back. (chartkidmatt.com) Strategy There’s only one way to own...