HALO on The Street - Mike Wilson of Morgan Stanley has a point of view on this framework for assessing the stocks that are working this year... If you missed my original piece, it's here: www.downtownjoshbrown.com/p/the-most-i...

My internal clock likes to wake me up at 4:30am every day just in case someone has posted something to the internet I haven’t seen yet.

ChatGPT and Claude are both blocked from accessing Spotify, YouTube and Apple Podcasts. They literally can't retrieve episodes of a show via search. The platforms block robots from accessing, scraping or interacting with content. ChatGPT and Spotify have an API partnership for user linking though.

The difference between intel and intelligence. Do you know it? www.downtownjoshbrown.com/p/do-you-kno... This is the story of Hunterbrook Media @truth.bsky.social

Today’s must-read “As society wrestles with whether A.I. will lead us into a better future or catastrophic one, Times Opinion turned to eight experts for their predictions on where A.I. may go in the next five years.” www.nytimes.com/interactive/...

I don't know what everyone's so worried about, there will be plenty of jobs in the future. For example, Waymo is paying DoorDash drivers eleven dollars to shut the doors of their cars. It's practically a Utopia.

Rivian (#$RIVN) absolutely exploding this am, up 25% pre-open. This is the truck that replaced the Tesla models nobody wants anymore. Suburban dads love a status item with a waitlist.

I didn't want to thread this, but it should be read.

Obviously the right thing to do is just resign from your job preemptively. Don't make the AI go out of its way to find you. Be respectful of its time.

And then one day someone invented the calculator. Within three years everyone who was good at math lost their jobs. Theeee end.

Goldman Sachs just compared the software stocks to newspaper stocks in 2002, which would eventually lose 95% of their value by 2009. JPM and Morgan Stanley disagree. Someone's going to be right and someone will look crazy. www.youtube.com/watch?v=1AfX...

The Stocks That Are Working This Year (all have one thing in common) www.youtube.com/live/1AfXLtm...

I spoke to the President and COO @ Uber, Andrew MacDonald, about how the autonomous vehicle landscape will evolve. Imagine millions of AVs on the roads around the world, a generational shift in the relationship between people and cars. It's coming www.youtube.com/watch?v=N6t0...

This is terrible

Today I reveal the top investing theme of 2026 Repeat after me: Heavy Assets, Low Obsolescence. Why HALO stocks are the key to surviving AI disruption while we sort it all out. Happy Super Bowl Sunday, send this to all your friends, they will thank you. www.downtownjoshbrown.com/p/the-most-i...

What to buy during the momentum stock slaughterhouse - first time guest John Mowrey, CFA absolutely crushed it, he will be back. YouTube: www.youtube.com/watch?v=kZPc... Spotify: open.spotify.com/episode/1AB4... Apple: podcasts.apple.com/us/podcast/m...

Amazon’s 2026 capex guidance is a range from $200 billion to full white collar unemployment, whichever happens first

Who the f*** did this

But the use cases!

What is more likely - an enterprise rips out all its software replacing it with something someone built with a chatbot. ORRRRRR....AI chatbots help coders make existing software do more and run better. A or B?

Something broke this week. After weeks of selling, the purge of the software stocks just went into overdrive on the announcement of Anthropic's new legal and data product. This while more than half the S&P 500 went green today. We're all over it: www.youtube.com/live/vFKu1ba...

I think of Uber as the most misunderstood stock in the market. Expecting 25% cash flow growth next year with the stock selling as a huge discount to the S&P 500’s earnings multiple. Everyone’s afraid of Tesla. Just dropped, let us know what you think! youtu.be/Baq0DE2heD0?...

This week Ritholtz revealed the execution of its employee-financed succession plan. Our goal is to become one of the industry’s largest, fully independent “forever” firms for staffers and clients. Plus! Clues about 2026 from Tom Lee and the silver crash www.downtownjoshbrown.com/p/just-when-...

125,000 people have watched our new episode with Tom Lee in the last 24 hours. Here’s what Tom is worried about in 2026… YouTube: youtu.be/rfsz0XxQWFM?... Spotify: open.spotify.com/episode/5ZUq...

Silver minus 26% Gold minus 9%

Almonds are a fruit not a nut. Specifically they are a stone fruit, not unlike a peach or a cherry. But with almonds, it is the pit that is eaten, the flesh of the fruit is actually thrown away. Follow me for more things you probably didn’t know.

Technologists in San Francisco are worried that we are now facing the last chance to get rich. They’re worried AI is producing a permanent class of uber-wealthy overlords and people on the wrong side of it are running out of time. www.youtube.com/live/8tvQqcr...

There’s a storm coming. You can see it in the markets as plain as day. My review of the biggest YTD rallies so far in transports, gold, silver, Korea and Taiwan, memory chips and rare earths. www.downtownjoshbrown.com/p/there-s-a-...

Jeremy Grantham of GMO stopped by The Compound to share the biggest lessons from an epic sixty year career managing money and making huge market calls. All platforms now! Listen: podcasts.thecompoundnews.com/show/TCAF/je... Watch: www.youtube.com/watch?v=9w1w...

We're 17 years into the crypto revolution and one of the big debates in financial services this year is whether or not credit card companies should be capped at charging 10% interest rates. It's as if this whole thing has solved absolutely nothing. If it all disappeared tomorrow, how would we know?

Trump II stock market underperforms Trump I in the first year.

JC says Prediction Markets are just “glorified penny stocks” while the chief executives at Robinhood and Interaftive Brokers say they’ll become larger than the securities markets themselves. Which is closer to the truth?

Why gold is screaming at the top of its lungs Netflix earnings reaction When to shut up and invest Bank of America, BlackRock report Invading Greenland is probably bullish and more! We're going live now www.youtube.com/watch?v=jrGH...

Danish consulate recalls all death metal bands effective immediately

Sir the latest polling is out. You’re down seventeen percentage points on handling inflation. I HEREBY INVADE…THE NORTH POLE!

Just vibecoded myself a girlfriend. Take that, Dad.

Mostly go to the gym so I can hear Evanescence.

Folk music is country music without drums. Country music is folk music that learned how to sell beer.

Last summer, the narrative around the housing market was that everything was frozen and high interest rates were fueling the affordability crisis. And it was true but too late This is why we focus on price over narratives. Today's lesson is a forever one: www.downtownjoshbrown.com/p/prices-cha...

If you knew who was going to be the next Fed chair, definitively, would you do anything different with your portfolio than you're doing now? I don't think I would.

The return of JC Parets! Every chart you need to see - stocks, bonds, the dollar, gold, commodities and more. This was absolute chaos. You're going to love it. Spotify: open.spotify.com/episode/4vYa... Apple: podcasts.apple.com/us/podcast/t... YouTube: www.youtube.com/watch?v=urIb...

The biggest cybersecurity threat of 2026 isn't technological. It's you. George Kurtz is the CEO of CrowdStrike, the best performing cyber stock of 2025. He tells me that hackers don't break in anymore, these days they just log in. We are UP! www.youtube.com/watch?v=WJhr...

Batnick and I tackle the opening of earnings season, the Jay Powell investigation, outperformance of the cyclical stocks so far in '26 and so much more. All new episode, podcast and youtube now up. Watch: www.youtube.com/watch?v=wPTI... Listen: podcasts.thecompoundnews.com/show/TCAF/jp...

Delta's CEO just forecast a 20% jump in profits for 2026 over last year. In the 4th quarter, they made more money selling first class tickets than from the entirety of the main cabin. They are playfully referring to this business as "the top of the K." This is the modern economy in a nutshell:

JPMorgan earned $57.5 billion last year. That's over $150 million in pure profit every single day.

I swear I was just joking around

Could 1929 repeat? I don’t think so but @andrewrsorkin.bsky.social is not so sure about that. We are up with Andrew Ross Sorkin on all podcast platforms and YouTube youtu.be/tt8_qWeKYCw?...

No, THIS is the year for DeFi, he said, again.

Pluribus had one of the strongest first seasons of any show of the 2020’s decade. Gotta be a top ten debut. Vince Gilligan curtailed his usual monotonous self-indulgence to just a handful of scenes. The rest was crackling like a fuse. Apple committed to two seasons upfront so no forced resolution.