Thought Leaders

Friends, this week's Al&Ivy podcast (featuring our quirky AI duo) is quite interesting and discusses the dark side of AI and how criminals are using it to more easily launder money. Fascinating.  And of course you'lll find our usual PHENOMENAL industry weekly news coverage here, too...READ UP!

Circle your calendars — next week is "Crypto Week" in Washington. The House and Senate will consider three major crypto bills that could bring long-awaited regulatory clarity. Strong signs all will pass.

Wars have proven to be non-events for markets. Nothing makes much difference except bullishness. What could possibly go wrong? Time to remain neutral, reduce risk, do some hedging, and have a good summer. Not time to be a hero.

Friends, this week we celebrate America with our annual 4th of July birthday bash! Or do we? See Bill Taylor's post below on the "New" America. On a lighter note, our AI pals Al & Ivy explore the origins of the holiday's humble hot dog. And while it feels like everyone's on vacation (even if they won't admit it), we're still serving up the latest in cutting-edge industry news...READ UP!

A big and very unpredictable surprise is looming, and no one knows how it will play out. Going to neutral on everything: BTC, ETH, GOLD, S&P 500. All bets are off. Risk/reward not worth being involved. When in doubt, sit it out.

Friends, today (June 25) would have been my Dad's 101st birthday. An inveterate entrepreneur, he was always dreaming up new ventures. As we share leading edge fintech & AI content, I'm reminded of his stories of riding to school in a horse-drawn carriage and how the 1936 Rural Electrification Act changed farm life. What a journey our family has made in a century ... READ UP!

Something BIG and very UNPREDICTABLE is going to happen. And, no one knows how it will play out. Not even the players themselves. Time to sit this out.  Going to NEUTRAL on everything. BTC, ETH, GOLD and S&P 500. All bets are off.

Friends - Ohmgoodness, the news spin is in overdrive this year despite our "summer" status - and that's moving markets in a big way (read THE LEAD for more insight on that). Hence, the old adage "Sell in May and go away" is gone gone gone ... READ UP!

The summer of 1987 was very similar to today. Stocks marched higher and higher until…October showed up. Then...crash. A quick 25%. Keep your powder dry because crashing markets are hugely profitable......and fun, when you're short.

Friends - Summer may be (kinda sorta) here, but it sure doesn't feel like anything's slowing down in our universe. Meanwhile, Bill Taylor is spotting some "very odd behavior" in the markets, and the fintech and AI news cycle is running full speed ahead ... READ UP!