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1. AI Growth

AI Report Card…Exponential View with 3 Charts:

1. Nearly every public benchmark has moved upward since last year, making previous standards of excellence look decidedly ordinary

2. The length of tasks AI can do is increasing.

3. Perhaps even more crucially, the unit costs of AI are plunging exponentially. Azeem Azhar: "This is central to my definition of exponential technology—not solely about improving performance but about rapidly collapsing costs for a given capability."

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2. 195 Countries in World Today….32 Have an AI Data Center

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3. MAG 7 Returns 2025

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4. Strait of Hormuz Oil Destinations

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5. Israel and U.S. Bomb Iran—Oil Collapses

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6. HIMS -35% in One Day…Still Not Back to May Lows….Still +66% Year to Date

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7. Largest 3-Month Outflows from Small Cap Stocks Since 2007

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8. $320B Flows into Money Market Funds 2025 

Bloomberg-Households have been a key driver of the inflows. Since the Fed started raising rates in March 2022, total assets under management in US money funds have swelled by roughly $2.5 trillion, and retail investors have accounted for about 60% of that, Investment Company Institute data show. Data from ICI exclude firms’ own internal money funds, unlike Crane Data, which tracks the money market industry.

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9. Condo Sales Fall to 2012 Levels

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10. Walter Williams on Education

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