Thursday - April 30, 2026

Thursday - April 30, 2026

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Corrections, Manias, and the Lessons of History

Today's Post - https://bahnsen.co/4w45BZc David Bahnsen discusses why market drawdowns are normal and distinct from bubbles, using 2026 S&P 500 moves (down ~9% peak-to-trough, then a sharp rebound to up ~5% YTD) to argue markets are behaving typically despite war-driven narrative ...  Show more

Wednesday - April 29, 2026

Brian Szytel recaps a mixed market day with the Dow down 280 while the Nasdaq and S&P 500 were flat, as blue chips lagged and tech was positive. Treasury yields rose (10-year up 7 bps to 4.42%; 30-year briefly above 5%) alongside higher oil prices (WTI up ~8%, Brent up ~1%) amid ...  Show more

Recommended Episodes

Apples
Music From 100 Years Ago

Songs include: Apple Blossom Time, Apple Honey, Don't Sit Under the Apple Tree, Scrapple From the Apple, The Big Apple and Cherry Pink and Apple Blossom White. Performers include: Glenn Miller, Jo Stafford, Tommy Dorsey, the Andrews Sisters, Bing Crosby, Charley Parker and Woody ...  Show more

Episode 3
Mars Patel

Apples 

Apple’s Strategy to Rule the World
Big Take

Apple is at a turning point. It ascended from a scrappy tech underdog to the most valuable company in the world through selling devices like iPhones, Macs and Apple watches. But now, a significant portion of its revenue comes from digital services. On today’s Big Take podcast, Bl ...  Show more

Apple’s AI Stumbles weigh on shares 3/13/25
TechCheck

Alibaba rolling out an updated version of its AI assistant that could be a boon to Apple’s China business if it rolls out on iPhones later this year. We look at the growing concern over Apple’s stumbles in bringing AI to iPhones. 


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