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The Space Race Heads To Wall Street
The Space Race Heads To Wall Street
Godspeed Godspeed
The Space Race Heads To Wall Street Firefly Aerospace will make its public debut, filing its S-1 to list on the Nasdaq under the ticker $FLY. The Texas-based space and defense company specializes in rapid-response satellite launches, lunar landers,...
8 hours ago
4 MIN READ
How Citadel Changed Investing Forever
How Citadel Changed Investing Forever
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week: Macro: OPEC may pause; China risk is fading; No Recession in Sight Market: Discretionary rotation; Momentum is breaking; Thematic Exposure; TSMC’s Remarkable Revenue Growth AI: Distribution as a moat;...
9 hours ago
12 MIN READ
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Saturday links: normal begets normal
Tadas Viskanta Abnormal Returns
Autos Porsche is having a hard time in China. (sherwood.news) Automakers went all-in on big touchscreens. They are now bringing buttons and dials back. (ft.com) Congestion pricing Congestion pricing works. (pathgolden.substack.com) Congestion pricing has...
1 day ago
5 MIN READ
AI: Weekly Summary. RTZ #779
AI: Weekly Summary. RTZ #779
Michael Parekh AI: Reset to Zero
xAI rolls out Grok 4: Elon Musk launched the latest major upgrade to xAI’s LLM AI model, Grok 4, in various sizes and capabilities. The model on first tests ranks well against comparable offerings from major peers including OpenAI, Google Gemini,...
2 days ago
4 MIN READ
Stocktoberfest Is Back …October 20-22 on Coronado
Stocktoberfest Is Back …October 20-22 on Coronado
Howard Lindzon Howie Town
Good morning… Stocktoberfest 2025 is back and all set for October 20-22 on Coronado. You can get your ticket and see the beginning of the lineup here. As always, we will cover a wide range of investing themes and trends as well as trading...
2 days ago
2 MIN READ
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Friday links: cooking our brains
Tadas Viskanta Abnormal Returns
Strategy Investors need to understand their circle of competence. (safalniveshak.com) Brett Steenbarger, “Successful traders, I’ve found, are distinguished by the questions they ask, not just by answers they’ve come up...
2 days ago
2 MIN READ
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Podcast links: trusting yourself
Tadas Viskanta Abnormal Returns
The biz The New York Times ($NYT) wants to turn its writers into video stars. (vulture.com) The scam that is using an appearance on a big name podcast as bait. (thewrap.com) Economy Ezra Klein talks the attention economy with Kyla Scanlon, author of...
2 days ago
2 MIN READ
AI: Elon Musk's xAI rolls out Grok 4. RTZ #778
AI: Elon Musk's xAI rolls out Grok 4. RTZ #778
Michael Parekh AI: Reset to Zero
The fifth major LLM AI company in the US announced a major upgrade, and predictably, it’s scoring well in the ranks vs OpenAI, Anthropic, Google, Meta et al. I’m of course talking about Elon Musk’s X/xAI scrappy AI Grok of course, which rolled out Grok 4...
3 days ago
4 MIN READ