Round-ups A round-up of recent academic research including ‘A Macroeconomic Perspective on Stock Market Valuation Ratios.’ (alphainacademia.substack.com) A round-up of recent research on return forecasting including ‘Credit Spread News...

I’ve written extensively of late, on how Elon Musk has been building up his ‘AI Data Centers in Space’ narrative of late for his recently recreated SpaceX/xAI. A potentially big milestone mega-IPO to come in this AI Tech Wave. After recent shell games...

Markets Why investors are focusing on companies that AI can’t disrupt. (downtownjoshbrown.com) Why memecoins failed. (howardlindzon.com) Companies Nvidia ($NVDA) is the biggest company in the world. Most consumers don’t know its...

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...

Podcasts Michael Batnick talks with Matt Middleton, the founder and CEO of Future Proof, about what it took to change the conference market. (youtube.com) Michael Kitces talks with Christopher Haigh, the CEO of Iconoclastic Capital, how the firm is using...

From the outside, building gigawatt AI Data Centers and Power at scale, sometimes seems like just putting a whole bunch of legos together. Investors have been aggressively placing their bets this AI Tech Wave. With the expectation that building...

Happy Sunday from beautiful Coronado. I am heading for a ride right after I get this post done. I really enjoyed this essay by Baheet on The Attention Economy and Attention Finance. Do read it. The essay brings a lot of jumbled ideas in my head together...

Here’s a preview of what we’ll cover this week:  Macro: Walmart Stays Constructive On Economy; Trump Wants Tariffs Markets: Midterm Risk; Software Is Value?; Antero Resources: The Energy Play; CLAUDE: Sovereign AI Is Here; Robinhood Ventures Lumida...

Markets How ‘HALO’ explains the 2026 stock market. (wsj.com) Bitcoin needs a new narrative. (finance.yahoo.com) Private assets Investors are not buying what Blue Owl ($OWL) is selling. (herbgreenberg.com) Boaz Weinstein’s Saba Capital wants to...

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