Good morning from Tuscany. I am powering up for a hard push through the rest of 2025 cycling and eating with Ellen and some friends. I hope to be mostly off the grid other than email. Ivanhoff is picking up the slack for me and did Momentum Monday below…....

Happy Sunday… While I was running around NYC, the AI world exploded in activity this week, so I wanted to catch myself up here and coordinate my thoughts. Four people I lean on right now to catchup/keep up and follow these trends include: Michael Parekh...

11thEstate is a Social Leverage Fund IV Investment In 2023, public companies have settled a whopping $8.1 billion with investors. However, 75% of shareholders haven’t claimed their payouts! 11thEstate identifies relevant settlements and...

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Good morning. Before I get into it, Stocktwits has refreshed our brand. When I started the company in 2007, I never assumed we would be still going in 2025. Now it feels like we are just getting started. The markets have definitely changed – there...

I am bringing back Stocktoberfest. Come to Coronado, San Diego October 20-22 An intimate event for executives, influencers, and the most active investors in financial markets. Secure your tickets here. Good morning everyone… The ‘Degenerate Economy’ (all...

Good morning… I spend a lot of time reading and thinking about, now investing in the ‘degenerate economy’. To be clear for people new to this newsletter, I use the term ‘degenerate’ a little differently than the ‘degens’ themselves do. ‘Speculation...

Good morning… Let’s get right to it… Charlie’s week in charts is always great and so I will lead with it. Pay attention to the housing affordability gap which I would call a new anger and misery index. Rates rising, home prices rising and young people...

Good evening… I am in Deer Valley this week with my partners Tom and Gary as well as Punchup.live founder and friend Danny. We all love to ski and lucky for me, Tom and Gary own homes here. I used to be a great skier but now I am just an old man that...

Good morning… I am east coast working for a few days…Naples today and Memphis tomorrow. Another storm is expected to hit the Florida coast starting Wednesday so I can hopefully fly out in the early am. My United flights were a mess yesterday with...