Daily NBT Edge
Daily lessons and insights for traders and investors looking to maximize returns in the stock market.
- Indexed issues, last 90 days
- 7
- Latest publication
- Sep 21, 2026
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- Earliest in this view
- Jul 7, 2026
Latest issues
Weekly Report (opens the original)
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This week I’ll be sharing the private weekly report that is usually reserved for community members. I’ll also use this newsletter to announce that readers should be on watch for our mobile app to release this week on iOS and Google Play stores. I look forward to seeing you all on there and share what we’ve been building over the last 9 months.Now to markets. Last week was a roller coaster. So before we dive into this week let’s talk about what just happened:- Fed hiked, market melted cause Fed s
Will AI Wipe Out Humanity? (opens the original)
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Let’s start with the part nobody wants to say out loud.For three years the dominant complaint about AI has been that it’s stupid. It hallucinates. It writes in em-dashes. It fills the internet with slop. It can’t do math, can’t drive, can’t hold a job, can’t be trusted with anything that matters. Every LinkedIn thought-leader with a newsletter has explained to you that this is autocomplete with a marketing budget.Now the same crowd is telling us it’s going to end the species.Pick a lane.I mean i
The Existential Upside Risk (opens the original)
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I’ve been saying two things in this newsletter for a while now.One: this is a jobless recovery. GDP looks fine because AI capex is carrying it, and if you strip that out the underlying economy is much softer than the headline. I built a dashboard to decompose exactly that.Two: the economy is K-shaped. Top arm compounding, bottom arm grinding.Last week put both on trial.I’m going to grade myself honestly, because a thesis you never test isn’t a thesis. It’s a personality.Short version: the K held
Dot Com Broke Your Brains (opens the original)
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Ed Zitron has become the voice of the AI bears. He’s an “analyst” who does research on stocks and companies. I put that in quotations because frankly I don’t respect anyone who doesn’t actually put money on the line.And it turns out that’s not a cheap shot. It’s his actual position.Ed’s real job is running EZPR, a PR agency where he is, in his own words, “both the E (Ed) and the Z (Zitron).” He has said publicly that he doesn’t have a finance background. Fine — neither do a lot of good analysts.
The Internet is Dying (opens the original)
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The internet is dying.And before somebody hits the comments with the AI bubble take - I’ve written about this too many times already. Go read those. I’m not running it back again.I’ll say this much though. A stock market bubble does not mean the technology is bad, or even that it will slow down. Those are two completely different things and people conflate them constantly and it’s just stupid. Railroads got wildly overbuilt and we still run on railroads. Amazon dropped about 90% in 2000 and then
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