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- Indexed issues, last 90 days
- 11
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 24, 2026
Latest issues
There's Now an Anthropic ETF. And an OpenAI One. And Three More (opens the original)
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Which AI company would you bet on?Harbor Capital, a US fund manager with about US$70 billion under management, is asking investors exactly that. On 12 August it listed five ETFs in New York, one for each of the big AI labs.<img alt="" class="sizing-normal" hei
Meta Up 12%, Planet Fitness Down 17%. The AI Agent Trade Has Begun (opens the original)
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Be honest. How many subscriptions are you paying for that you didn’t use this month?A gym membership you keep meaning to go back to. A streaming service you signed up for to watch one show. A car insurance policy that renewed itself at a higher price because comparing quotes felt like too much work.Whole businesses are built on this. Goldman Sachs calls it “consumer inertia”, and this week the market started pricing what happens when it goes away.What HappenedOn 8 September, Meta launched Muse,
Most Software Stocks Were Hurt By AI. But Here Are 3 That Benefit. (opens the original)
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In February this year I wrote about JPMorgan’s list of 19 AI-resilient software stocks, and how only 8 of them passed our own 14-point framework. Those 8 have mostly done well since. Palo Alto Networks and CrowdStrike more than doubled, and there was one big loser in CoStar. Palo Alto Networks (PANW): +139%Crowdstrike (CRWD): +129%Veeva (VEEV): +44%ServiceNow (NOW): +26%Microsoft (MSFT): +24%Guidewire (GWRE): +12%Tyler Technologies (TYL):
An ETF to Own Privately Held Kalshi and Polymarket, and Ride the Prediction Market Boom (opens the original)
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On 3 January 2026, US forces captured Venezuela’s president, Nicolás Maduro. An American soldier allegedly made about US$410,000 from it.He didn’t short Venezuelan bonds or buy oil futures. He placed about 13 bets on Polymarket, around US$33,000 in total, on contracts like “Maduro out by January 31, 2026”. The US Department of Justice says he took part in planning and carrying out the operation, and used classified information to place those bets. He was charged in April. He has not been convict
Saudi Arabia Has Three Ways to Sell Its Oil. Two Are Now Restricted. (opens the original)
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When Iran largely shut the Strait of Hormuz in March, Saudi Arabia had a backup plan. Last week, that plan came under pressure from both ends.Oil jumped. Brent crude rose about 3% to around $108 a barrel in early Monday trading, after gaining almost 9% the week before.Three Ways OutLook at the map. Saudi oil has three main ways to reach the world.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!LhiG!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2F
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