Good morning… I am trying to finish up this Sunday post quickly to catch the live Wimbledon Finals of Alcarez vs. Sinner. I have a bet on Alcarez that I placed on Robinhood. July is my favorite sports month of the year with Wimbledon and Tour De France....

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;...

Bigger Picture, Sunday July 12, 2025 As we race to integrate AI into our lives by augmenting our abilities and memories, new issues are fast need our attention. Long time readers here know that my first post here on AI: Reset to Zero, over two years ago,...

OVERVIEWHappy Saturday Welcome to the Stocktwits Top 25 Newsletter this week! The Stocktwits Top 25 reports the 25 best-performing stocks in the S&P 500, Nasdaq 100, and Russell 2000 year to date (YTD) and tracks their performances over time. To help...

Help The Eyes This is when the real work begins. The market is closed. The news cycle slows. Saturday mornings are for stepping back and seeing the forest, not just the trees.I spend this time ripping through 3 – 10 year weekly charts. Why? ...

OVERVIEW Stocktwits Crypto Data Dive – Week 28 Welcome to the Stocktwits Crypto Data Dive for Week 28 of 2025! 📊 In this issue, we’ll dive into the data to keep you informed about the progress of the overall crypto market and shine a spotlight...

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...

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,...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market closed lower Friday, as investors digested a wild, record-setting, tariff-pausing week. Let’s run it back again next week, when the big banks report, ya? Here’s how the major indexes ended the day:...

Presented by CLOSING BELLIt’s Friday! Welp it’s a wrap, the market closed down for the week after a red Friday. It was a tumultuous week that matched record prices with new tariff pauses, with a fresh 35% threat on Canada if negotiators fail to reach a...