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This Week on Trends with Friends (July 14, 2024)
Trends with Friends Trends with Friends
Welcome Friends,  Here’s an assortment of posts shared this week on Trends with Friends. Let’s dive in… LINDZON IN LONDON This week, Howard Lindzon traveled to London and attended his first Wimbledon with his son Max.  This weekend, he’s prioritizing rest...
12 months ago
6 MIN READ
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Tuesday links: deliberate lies
Tadas Viskanta Abnormal Returns
Finance Battery maker CATL is now public. (semafor.com) The SEC is losing staff and its willingness to enforce rules. (on.ft.com) Fund management Timing the market is hard: the case of the Pacer Trendpilot US Large Cap ETF ($PTLC). (morningstar.com)...
2 months ago
2 MIN READ
Writing on the Subway
Writing on the Subway
Ted Merz Surface Area
Sign up to receive Surface Area or follow me on Linkedin or Twitter. Book a meeting here to talk about ghostwriting from my agency, Principals Media. Everyone needs a room of their own to write, Virginia Woolf famously argued. Today, the challenge is...
12 months ago
4 MIN READ
Market Highs, Political Dynamics, and EU vs. Big Tech
Market Highs, Political Dynamics, and EU vs. Big Tech
Trends with Friends Trends with Friends
THIS EPISODE IS BROUGHT TO YOU BY The best trade ideas and analysis from the Stocktwits community. Delivered daily by 8 pm ET: https://chartart.stocktwits.com/ THIS WEEK ON TRENDS WITH FRIENDS Join us for a discussion with Barry Ritholtz and Michael Parekh...
12 months ago
3 MIN READ
Stocktwits Chart Art: July 1st, 2025
Stocktwits Chart Art: July 1st, 2025
Stocktwits Chart Art
Presented by CYCU STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market finally took some time off, right before most of us are expecting to take time off for July 4th. There is promise for a good month: there should be trade deals, a major tax bill,...
4 days ago
5 MIN READ
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AI Is Bad at Snacks
Matt Levine Money Stuff
AI rollups, tokenization, arbitrage consulting, gambling loss deductions and stress test positioning.
2 days ago
1 MIN READ
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The Great Reversal – Chart of the Day (7/11/24)
Charlie Bilello Charlie Bilello
Today we witnessed one of the wildest trading days in the history of markets, with all of the major secular trends of the past decade reversing course in dramatic fashion. At the top of that list: the 180 degree shift in market cap leadership. Small...
12 months ago
2 MIN READ
AI: Weekly Summary. RTZ #500
AI: Weekly Summary. RTZ #500
Michael Parekh AI: Reset to Zero
OpenAI’s record funding & Dev Day 2024: OpenAI closed its $6.6 billion in new funding at a $157 billion valuation, along with a $5 billion credit line, to continue rolling out its pipeline of new AI products and services. The terms provide its investors...
9 months ago
4 MIN READ