Strategy Ten lessons learned from the markets in 2025 including ‘Even with a clear crystal ball, markets are unpredictable.’ (larryswedroe.substack.com) Three ways to simplify your portfolio. (morningstar.com) Why you should build portfolios...

Good morning… I have been writing lot about the markets and Stocktwits and my predictions the last month so I thought it would be good to get my thoughts down about the venture markets. At Social Leverage we just raised and closed our 5th venture/seed...

Listening A profile of John Coogan and Jordi Hay of TBPN fame. (vanityfair.com) How Nicolai Tangen has used his podcast to raise the profile of Norway’s sovereign wealth fund. (nytimes.com) Profiles Patrick O’Shaughnessy talks with Reed...

I went out of my way to highlight across several 2025 year-end pieces, that memory chip shortages, and resulting price increases, would be one of the biggest headwinds in 2026 for the AI Tech Wave. Especially for memory chip in local AI devices like...

Hello from Coronado where I am battling the nastiest of flu’s. I apologize for any extra typo’s ahead… It was a fantastic year for stock market investors. The Dow, The S&P, The Nasdaq 100 and the Russell were all up double digits: The last 5 years...

Markets It’s not unusual that the stock market experiences a double digit loss and then ends the year with a double digit gain. (awealthofcommonsense.com) A look at all the all-time highs that are happening. (allstarcharts.com) Stock...

Books A Q&A with Andrew Ross Sorkin, author of “1929: Inside the Greatest Crash in Wall Street History.” (sherwood.news) A Q&A with Ray Madoff, author of “The Second Estate: How the Tax Code Made an American...

Anthropic has been flying high in 2025, with its Claude and Claude Code products. Making the company a strong number two to its founders’ former home, OpenAI. And it’s continuing in early 2026, with the company raising another $10 billion on a...

Crypto Why MSCI ($MSCI) chickened out on DATs. (giftarticle.ft.com) Some DATs are being forced to sell their digital assets. (theblock.co) There’s not a ton of demand for dogecoin ETFs. (sherwood.news) Trading crypto doesn’t make you immune...

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