Good morning… My daughter Rachel turns 28 today. Rachel has an incredible zest for life and I am so proud of her. I am a lucky dad. Powered by beehiiv

AI How to use NotebookLM to review venture capital docs. (avc.xyz) On the dangers of letting AI read your fund documents. (ludovicphalippou.substack.com) Asset management Unconscious bias is a factor in portfolio manager...

Looks like Google Gemini AI is getting a distribution boost from Samsung Galaxy smartphones and devices that is bigger than might be understood. The reason this is important is of course the market fixation in this AI Tech Wave on the OpenAI vs Google LLM...

Markets A look at emerging market stock performance in 2025. (novelinvestor.com) China tech stocks are having a moment. (mrzepczynski.blogspot.com) How to assess Japanese bank stocks. (mailchi.mp) A look at devloped market stock performance in...

Podcasts Peter Lazaroff talks shop with Ashby Daniels about the importance of behavior. (peterlazaroff.com) Michael Kitces talks with Debra Taylor, Managing Partner at Carson Wealth Franklin Lakes, about how she developed a client service calendar for...

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...

In hindsight, Nvidia turned out to be the ultimate ‘Grand Slam’ from Denny’s. At $4.5+ trillion market cap at counting. And in many ways, its journey is just getting started. We’ll get an update on that this week. With the Nvidia founder/CEO Jensen...

The 2026 markets and degeneracy have arrived! Before I get started… I did not have Venezuela being the 51st United State in the Stocktwits office pool…I had Canada, specifically the Province of Alberta. There is always 52nd Alberta! On Polymarket,...

Markets Six market surprises from 2025 including international market outperformance. (awealthofcommonsense.com) These stocks drove 2025 market returns, think Nvidia ($NVDA). (morningstar.com) Materials and energy sectors have been laggards....

Here’s a preview of what we’ll cover this week:  Macro: The Misconception Around Labor Market Markets: Lumida’s 2026 Stock Picks; Is Goldilocks Priced In? Digital Assets: Stablecoins Aren’t Eating Banks—Yet Lumida Curations: The Mag 7’s Grip Is...