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- Indexed articles, last 90 days
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- Sep 7, 2026
- Outlet visibility, for Tahoe Daily Tribune | Fall tips your dog wants you to know
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- Jul 13, 2026
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Market pulse: We Love Our Heros (opens the original)
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Leopold Aschenbrenner graduated as valedictorian from Columbia University at age 19 and later worked for OpenAI. In 2024 he launched an AI-focused hedge fund named Situational Awareness, which gathered an astonishing $45 billion in assets. He bought AI stocks like Sandisk, Bloom Energy, and Nebius while heavily shorting software stocks. He chose to use leverage, lots of it. But AI stocks fell in July and software stocks rallied. Yikes. Lenders issued margin calls and Aschenbrenner was forced to
Market Pulse: Fraud is on the rise (opens the original)
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What would you do if someone supposedly from your brokerage firm called and said your account has been hacked? Most people would be skeptical. But what if that person said someone is withdrawing money right now and that it’s imperative that you act quickly or the money will be lost? It’s different when there’s a sense of urgency. That’s how fraudsters operate. How to identify fraudsters that are posing as a bank or brokerage employee: · Urgency. Fraudsters create a sense of urgency. They may cl
Market pulse: Market tailwinds (opens the original)
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Since I last checked in the major market indexes and averages have made new highs. There are reasons to expect even better days ahead. Two will sound familiar. Last year I lamented the market’s focus on seven big-cap technology stocks while pretty much ignoring most of the 493 other stocks in the S&P 500. That began to change late last year and what in the trade is called rotation is good for us. Most stocks are participating in this year’s advance. Our stocks-only Advance Decline Line reached a
Market pulse: Ready to buy Anthropic and OpenAI? (opens the original)
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It is a big year for initial public offerings (IPOs). SpaceX became a public company on June 12 raising $86 billion. This fall the two most successful AI companies, OpenAI and Anthropic, are expected to go public with each valued at just under $1 trillion. We’ve never seen IPOs so large. The excitement level will be sky-high — except in my office. While much anticipated I see flaws in their business model. Here’s my case: The AI buildout requires a tremendous amount of capital. The largest techn
Market pulse: Second Quarter Review (opens the original)
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In the second quarter the war with Iran continued, oil prices remained elevated, inflation rose, and interest rates jumped higher. With those strong headwinds stocks surely fell. Right? Not so fast. Stocks had their best quarter since 2020 with the S&P 500 gaining 15 percent and the Nasdaq jumping 21 percent. How can that be? There is the saying “can’t see the forest for the trees.” For stocks, oil prices, interest rates, and inflation are the trees while the artificial-intelligence (AI) buildou
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