1. American P/E Premium vs. Rest of World.
2. AI Venture Fund Raising $242B in Q1
The Irrelevant Investor
3. Retail Trading Coming Back Strong? HOOD +33% 5 days
Google Finance
4. Double Digit Earnings Growth Predicted for 2026
Prof G Markets
5. Key Arab Oil Producers Lost 40% of Output in March
Dave Lutz Jones Trading
6. Energy Security Pushing World Beyond Oil-Capital Group
7. Cheap Drones New Warfare.
Capital Group
8. N. Korea $285m Cyber Heist
WSJ
SEOUL—The largest cryptocurrency heist this year didn’t begin with malicious code, but with handshakes.
At a major cryptocurrency conference last fall, members purporting to work at a new quantitative trading firm approached representatives of Drift Protocol, a major player in the world of so-called decentralized finance with roughly half a billion dollars in assets. The two parties then spent months discussing a commercial partnership, both in person and over Telegram.
The relationship ended with the heist of roughly $285 million, according to TRM Labs, a blockchain analytics company that tracks crypto movements and analyzed the hacking episode.
9. State Tax and Jobs Divide….Migration to Low Tax States.
WSJ
10. Tech Related Health Issues?
