Stock Info Nets

mortgage rates averaged 6.05% in February and 6.18% in March. some of these contracts were signed prior to the war. the commentary in this “post” reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments.a financial journalist and human being is a unique financial journalist. he was a journalist and financial advisor at the Wall Street Journal. his work was reshaping the conversation about investing, he says.hedonic psychology is key factor in a successful life. but he has a long history of investing in money, writes.the program was piloted with high school kids from poor families who were randomly selected to get moneya PG&E vs. EV is cheaper than gas, but the EV costs less per mile. it will cost you less if you charge between midnight and 3 PM, a company says.the problem with asking Google AI anything is that it will often be wrong... and now you dont know it. art Berman and Wolf Richter are technically correct, because they are talking about two entirely different metrics.oligopolist big corporations makethe 10-year Treasury yield has been dancing around the 5% line since early April. the 30-year yield ended Friday at 4.45%, backtracking on some prior increases. it indicates that the bond market is still delusional about inflation in the future.a symmetrical trimmed mean measure runs close to core PCE right now.a period of 9% inflation is worse than, say, sustained unemployment and/or mass penury. the goal was 2% and the Fed failed miserably with 9%, and continues to fail with 3-5% over five years later. there will be the share sales via mega-IPOs by SpaceX, Anthropic, and OpenAI.the AI investment bubble last year, this year, and next year is adding to inflationary pressures, andbill Pulte is nominated to replace Tulsi Gabbard as director of national security. he has accused Lisa Cooke, Letitia James and Adam Schiff of mortgage fraud. the misogynist-in-chief has nominationated him to replace him.Lilly is approaching the trillion-dollar mark itself.Eli Lilly is giving hospitals and medical groups in the 340B drug discount program less than a week to comply with drugmakers data sharing requirements. hospitals urge the health resources and services administration to stop Lillys policy.aging is a mystery, and it would do a lot more for human quality of life than treating acne. it doesnt make sense to yell at doctors to all stop studying acne and only work on aging. many of these ideas have received enormous attention and publicity.you could attribute Koreas relative success to any combination of these natural advantages and policy choices.if trends continue, one-third of young adults will not get married and one-fourth wont have kids. sex is one of the most important predictors of long-term happiness.sex and romance are a big part of that. the term is short for “involuntary celibate”, meaning a guy who cant get laid even though he wants to.the incels veto helps spread thethe company faced increasing pressure from regulators in Finland. it eventually shut down during the 2023 bear market and Operation Chokepoint 2.0.the Liquid network is slowly becoming an important infrastructure to the Bitcoin industry.it uses a cryptographic technique called Confidential Transactions. the technology is quite powerful and has a long history of development in the Bitcoin monetary network.new study found every tested frontier AI model violated social-interactioncryptoSlate applied a similar standard to Mt. Casascius attribution and on-chain proof do separate jobs. a private key once hidden in a physical object has been used, and the BTC now sits outside the original Bitcoin address.5-minute digest Weekly deep dives Macro + on-chap. Join 100,000+ subscribers Subscribe We respect your privacy and will never share your email address

hecla mining to sell casa berardi gold mine to orezone for up to US$593 million. the deal involves the sale of a wholly owned subsidiary of Hekla. a potential $300 million raise comes as the Ethereum treasury company faces a sharper test of the corporate crypto model.

shell was valued at nearly $80 billion on Wednesday with net debt of $27 billion. shell executives ignored warnings over niger delta pipeline risks. documents contradict more than a decade of shells legal arguments.

a group of black advisors has created programs to help black people economically. the group missed on earnings per share, reporting $4.08 compared to Street expectations.

Visa is expected to post earnings of $2.84 per share for the current quarter. it reduces technical complexity, accelerates time to market, and scales virtual card programs more efficiently.

Claude Code is directing engineers to GitHub Copilot CLI.RTX Spark. the chips are positioned as a potential solution for costly, usage-based pricing of cloud-based AI models. protesters were staking out the Microsoft Build software conference to expand on community concerns.

tesla stock was trading at $431.46 per share on the day of its earnings call. analysts predict Tesla will report $22.34 billion in revenue and an adjusted earnings per share. cash sits at $44.74 billion, giving Tesla room to fund buildout.

AI should be one of the most massively deflationary technologies in history. it has its initial impact in sectors that have shown the highest CPI growth over recent decades such as education and medicine.

census Bureau releases sales data for February and March today. this is 7.4 percent above the February 2026 rate of 635,000. the consumer price inflation expectation is coincident with announced inflation.the average price spike is now nearly double the target of 2%. the government is pursuing that legislation now.they are looking to sell their 2 million home in San Diego suburbs and move to VN (They are VN refugees from the fall of Saigon. The point is there are many playing the leveraged and options game..com just looks like a little hill next to mountain. the surge has been so great that a company like micron has been in the same range for like 25 years.iran strikes us bases, russia bombards ukraine, and uk protests erupt over police dismissing stabbed teen. the IRGC said the strikes responded to a US Hellfire missile attack on an Iranian oil tanker and a subsequent strike on IRCG communications on Qeshm Island.71% of americans oppose data centers near their homes. some projects facing local resistance and delays due totax policy taxing domestic and multinational corporations. concerns about policymakers willingness and ability to manage government finances. many blame the interim government, led by Nobel laureate Muhammad Yunus, that took power after a popular insurrection ousted prime minister sheikh Hasina and her government in 2024.a hedge fund manager can beat the market by 5% per year, and the standard deviation of stocks is 20% per year. hed come up with 25 funny things active managers say to justify their underperformance, run through all these bullet points, each one very funny, and then at the end he said, and thats why I think you should put all your money in index funds.Chai-3 models higher success rate and tighter binding could be a big deal for realizing the longstanding hope that AI will transform drug discovery. the company said in roughly half of cases, the molecules generated by the model bind to their targets as tightly as approved drugs.a lot of the Hamptons, or East End, demand has been possible from a pretty good bonus season the last couple of years.anthropic and OpenAI have already suggested possible versions of such redistributive measures. the government doesnt fully control AI labs and their models, but instead enacts an escalating series of policies and establishe[s] close partnerships with private companies to shape the technology. but even those like Altman and Amodei who might be inclined to accept quasi-nationalization would certainly certainly want to negotiate favorable terms for that partnership.skeptics often posited transshipment. at most 18% of Chinas lost exports to America, and probably a lot less.traders are using Claude Code, ChatGPT, Cursor, and other LLMs to build and automate their trading systems.committee urges bank to wait for market evidence and clarify when a stablecoin becomes systemic. committee supports 1:1 backing and accepts that stablecoines can create risks around financial stability, consumer protection, and illicit finance.bank of England is laying the groundwork for tokenized finance by fixing the old settlement clock that still governs trillions in payments. the timing makes the Lords report more than a retrospective critique.cryptoSlate is an informationa good chance this new policy wont stand up in court. it may not be legal for Trump to simply issue a blanket ban. theres also a chance that Trumps allies in the “tech right” will frantically call his administration and get them to walk back the new policy. president obama is pushing hard for any kind of face-saving deal that would allow him to exit the conflict quickly.open guide Part 3 Advanced Token Listing Playbook. how savvy investors borrow against crypto instead of selling. a practical playbook for crypto teams to prepare for a CEX listing.Ethena and Coinbase have partnered to grow on-chain finance and savings products for their 100 m+ user base. the first growth initiative is launching next week.

yiMBY is a working group that developed the definition. it includes members linked to organizations such as the Muslim Council of Britain. appoints new cfo in wake of top leadership change.

the company has no affiliation or relationship with any company or project unless explicitly stated otherwise. the company sold 32 Bitcoin between May 26 and may 31, generating approximately $2.5 million at an average price of $77,135 per coin.

humana just got a massive upgrade from deutsche bank: price target nearly doubles to $441 - 24/7 wall st. the move signals a fundamental reset in the humana franchise.

NVIDIA sold $5.4 billion of GB200 GPUs to Valor, a special-purpose vehicle. it invested an additional $1.9 billion. sources say the deal is fugazi

talc is safe for big societal health problems, like cancer. the company has raised dividends for 64 consecutive years compared to abbVies 54.

court upholds $495 million verdict against abbott laboratories. the decision is the latest blow for Abbott over the issue of whether its formula for premature babies causes necrotizing enterocolitis.

reply JackBlock says: May 28, 2026 at 6:08 am Hello Wolf, Will there be an article on the margin debt? Reply Rico says: may still be in the picks and shovel phase of AI mania. I want a new gaming rig in a couple of years! I am tired of this stupid tech shit.

the proximate cause of the recent bond rout is the rise in oil prices due to the continuing closure of the Strait of Hormuz. the u.s. and international energy agencies began adding in other things such as NGLs into the reported oil demand and supply figures a few years back. most professionals focus more on the 2- to 5-year part of the curve rather than the 10-year breakeven.

a 26% reduction is like charging a person triple or quadruple the price for a new car. the new AI data centers are in Texas, Virginia, etc., not in San Francisco. union wants federal scrutiny of $55b us electronic arts sale over national security risks.

the aggregate credit limit rose by $60 billion in Q1 from Q4 to a record $5.5 trillion (gray arrow) third-party collections wobble along at record lows. the percentage of consumers with third-partie collection entries on their credit reports has been creeping along rock bottom for over three years.the real question is how much deflation will our banking/corporate overlords allow?typecheck says: May 23, 2026 at 5:31 pm Dont I wish I bought my house at the bottom. my next door house was sold short for 400K in 2009. the housing market is turning into what we see in Europe where prices are rather high in most places.the Fed preferred inflation measure is not CPI, but the PCE Price index. he would look at ALL inflation indices to see trends of underlying inflation (cooling v accelerating) and thats probably a good idea too. but he didnt even suggest that.interviews with mario nawfal & coffee and a mike – peak prosperity. join start Here Community Take Action Peakmicron could make 100b in proftmit which justifies a 1 or 2t market cap. if the bottom falls out you cancel the long term contract and pay the penalty or get sued. it could go down to 15 in a pessimistic market.skeptics are predicting that all of these companies will eventually have to drop the subscription model and go to token-based billing.the worst FED chair in history, worse than Burns. he was the most dishonest chair, continually touting a 2% inflation target while seeking 3-4%.a new BS is increasing by $20-40B a month.esop: inflation adjusted requires that you specify a year as your baseline. inflated is a currency, not an asset with a price in dollars. but you can adjust assets and consumer items to inflation.if the market is little disturbed, FED starts fearmongering.total separations – voluntary or not – have been very low. they plunged in April to 4.98 million, the lowest since the lockdown months. the three-month average dropped to 5.13 million, and has been in this range since November.a u.s. IPO for Fannie and Freddie looks even more unlikely.80,000 Hours is the random walk down wall street of career advice. explore, build rare and valuable skills, point them at a meaningful problem, and passion will follow rather than lead.the political right continues to gain ground in latin america - marginal revolution. no candidate won outright in the first round of voting on Sunday. any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice.property in many countries, buying a home abroad gives an investor ownership of the asset, but no automatic permission to live there long-term.he wrote about his family and their issues with money. his kids probably have healthier finances than his kids, he says. he also wrote about how to calculate how much money you need.a Vanguard study said that for people who have behavior issues, its worth paying half a percent or 1% to somebody if it prevents them from making 3 or 4% in errors. the answer is, its not 7 or 8%, its closer to subscribe share 1 In fact, this is the twist in one of my favorite sci-fi books. but I wont tell you which one it is, because that would be spoiling it. reading sci-fie really helps you think about the big questions.subscribe 2026 Noah Smith Privacy Terms Collection notice Start your substack Get the app Substick is the home for great culture.a second is the idea of induced demand. either from income effects (AI makes us richer so we buy more stuff) or from complementarities. this often goes by the name of jevons Paradox.the question is: Is it just politics and PR? there are plenty of AI researchers and entrepreneurs who will keep quietly believing that AGI is going to make humans obsolete. theyve heard (and repeated) this line for too many years to

nvidias new pc chips are ceos bid to own every part of ai stack. analysts see the company moving to the next level.

bancfirst trust buys 320,000 walmart shares as stock climbs toward record highs. a securities and exchange commission filing said the transaction lifted BancFirsts Walmart holding to nearly 7.9% of 13F assets under management. bancfirst announces new accounting officer and dividends - the globe and mail.

HF sinclair Corporations lubricants & specialties business to acquire industrial oils unlimited, LLC. hf sinclair is worth $65 per share, up from $63.the regulatory pathway was cleared in part by a June 2025 directive from the Federal Housing Finance Agency.

the IRGC said the strikes responded to a US Hellfire missile attack on an Iranian oil tanker. six years later, there were 654,000 -- more than the number of people who work in mining and logging. charter Communications is facing lawsuits from several customers that blame it for a recent data breach.

micron technology is reportedly making the things the big tech players need most. the company has a history of fantastical mania spikes that then collapsed.

unilever announced it was acquiring Grüns for an estimated $1.2 billion. grüns founder says hes not done here. the company is paying an implied multiple of 4 times estimated trailing revenue.unilever mccormick deal under pressure as $40bn foods merger faces backlash. despite this, foods is among Unilevers strongest performers. unilevers says it remains committed to merger with McCormick.executives have yet to convince stakeholders that the $40 billion deal is for the best. the negative market reaction likely reflects the food industrys weak history with mega-mergers and current pressure on valuations more than concerns about the Reverse Morris Trust structure.

the company is getting better Metas revenue rose 33% year over year. operating profit jumped 30% during that period. the platform handled at least 72% of Iranian digital asset inflows.

union pacific-norfolk southern merger would be a win for illinois - chicago sun-times. union Pacific and Norfolk Southern will have to provide additional details by July 27.

chimera of universal coverage in a large, diverse country by Tyler Cowen June 1, 2026 at 2:18 pm in Data Source Economics Medicine. a major exercise that members conducted in Estonia last may involved more than 16,000 troops from 12 NATO countries.

copart stock is a good value pick for your portfolio?. cprt gets a hold from argus research - the globe and mail.

exxons once-hefty dividend is now tiny. shares of oil giant Exxon Mobil now yield 2.7%, the lowest since 2014. acorn Endeavors says oil inventories are approaching low levels.a single Reddit post titled Exxon warns oil inventories near record lows, price spike ahead exxon gets paid whether ExxonMobil or Diamondback or Aramco is pulling the next barrel out of the ground. the bottom line Brent at $102.75 is the kind of asymmetric setup the market rarely telegraphs.

aprea therapeutics reports financial results for the first quarter ended march 31, 2026. $30 million private placement closed, with proceeds expected to support ongoing development of APR-1051.

SF appears to be an ad-hoc data center whos only purpose is to blackmail the population with electronic evidence acquired. the new AI data centers are in Texas, Virginia, etc., not in San Francisco.

avery dennison stock was rocking it this week | the motley fool. the company is trading near the bottom of its 52-week range and below its 200-day moving average.

the balance will increase the balance of your BNPL account by $500. the integration will be available in 69 areas where Visa AR manager is currently available. early adopters have reported significant efficiency gains.

a new series will be re-run by the series. the series is based on a series of scenes from the late 70s and early 80s. if the Fed wants to hike, its going to hike belatedly starting later this year.the housing market is turning into what we see in Europe where prices are rather high in most places. the man in the house said he wants to keep housing prices high!opt-out preferences & privacy policy, right-click the links below. technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user.prices on condos and homes are still up dramatically from 2020. one particular example sold for $350K brand new in 2019 and today its listed for $325K.the HOA fees are fixed while there is some wiggle room with homes as to how/when to pay for repairs/maintenance.the tip off is that AI is a long term investment and Wall Street only cares about the short term. if it is not, it will be harder for young people to find a job. the Fed is behind the curve, the bond market is saying.the all-items PCE price index jumped by 0.40% in April from March from March. year-over-year, the PCE prices index climbed by 3.8% a quarter percent hike at the next meeting would change the narrative. if the Fed was serious about reigning in inflation, why havent they tightened things down?a hawkish stance on monetary policy has been argued by Schmid. suggests the Fed may need to consider utilizing its balance sheet as an additional tool to cool down the economy. the official says the balance sheet may be a bit restrictive.the technical storage or access isif your email exists in our system, well send you an email with a link to reset your password. the link will expire twenty-four hours after the email is sent. you are agreeing to our Terms and Conditions.the 2-year yield backtracked on the steep gains in the prior week. it ended at 4.45%, backtracking on some of the prior increases.job openings are three TIMES as high as during the Great Recession. the weekly count of Continuing Claims has been trending back down after being elevated for about a year.technical storage or access is strictly necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user. technical storage and access is used exclusively for anonymous statistical purposes. without a subpoena, voluntary compliance on the part ofconsumer sentiment measures historically have mostly just told us what we already know about spending. sentiment measures also historically tracked the “misery index” – the jobless rate + the inflation rate, as well as consumption.a downturn among the well-off could help narrow that divergence by lowerin spending - the earnings yield on the S&P500 is now at 1.03%, by this estimate.despite slowdown in crypto presales, ongoing raise has shown steady PROGRESS. the current presale price set at $0.0133. LiquidChain offers elevated APYs during the early stages.all posts by Eric Dunne Must Read New How to Invest in Stocks in 2026.a neuropsychologist uses a personality scale—a five-item scale. he dealt with his own mortality as well as he could, with a sense of humor. his main goal was to raise funds for a charitable purpose.a VC out in california first proposed this a decade ago.data is a dynamic reality, but our brains exist in time as a static reality. if we do, an identical prompt would give an identical answer every time, ad infinitum, and it would not remember anything from the previous prompt.percentage of loans on which foreclosure actions were started in the first quarter rose by 4 basis points to 0.24 percent. the overall delinquency rate is slightly above pre-pandemic

the company is offering zero-commission trades to non-U.S. treasury companies. the purchase lifts the companys total bitcoin holdings to 19,000 BTC.

AI should be one of the most massively deflationary technologies in history. it has a double-digit chance of being more important than foundational technologies like electrification, in our lifetimes. agilent technologies momentum lifts market confidence.a book on the history of the laser reveals the coolest blog post Ive ever seen. the maser preceded the laser, two critical technologies whose developmental histories I sketched in this piece. in brief, ETH treasury firm BitMine Immersion Technologies added $52 million in Ethereum.

comcast stock sank today despite gains for the broader market. investors are worried that an industrywide trend could weigh on its results.Comcast shares are on the rise, up 2.6% through 1:10 p.m. et. analysts predict the company would earn $1.18 per share on $29.8 billion in sales. Comcast earnings inched only 2% higher year over year, and adjusted net income up only 3%.

taiwan president gifts trump tsmc founder autobiography to foster semiconductor cooperation. TSMC pours $165 billion into Arizona facilities and tensions simmer over Taiwan. the companys market value is 1/32 of U.S. Trump will try to pump things until the election.anthropic is about to turn its first operating profit. a multiple of 20x annualized revenue really isnt that expensive for a company growing at 130% a quarter.the company is offering zero-commission trades to non-U.S. investors.

the district brought a lawsuit against Meta that was scheduled to be trial in federal court in June. the company has said it is cutting 3,715 jobs in the bay area.