Brew Markets

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[Brew Markets @brewmarkets]

Introducing: Brew Markets

It's our daily newsletter that helps you make sense of markets and the investing landscape.

Sign up: https://t.co/fRvFkLkhHF

[Brew Markets @brewmarkets]

Warren Buffett on leverage:

"If you're smart you don't need it and if you're dumb you shouldn't be using it."

[Brew Markets @brewmarkets]

Nike stock performance:

2022: -29.8%
2023: -7.2%
2024: -30.3%
2025: -15.8%
2026: -41.7%

[Brew Markets @brewmarkets]

AI stocks this week:

Dell: -23%
Nvidia: -6.6%
CoreWeave: -25%
Micron: -15%
Intel: -14%
AMD: -13%
Marvell: -17%
Sandisk: -18%

[Brew Markets @brewmarkets]

Dell stock just had its worst week since 2018.

[Brew Markets @brewmarkets]

The Nasdaq is having its worst week since April 2025.

[Brew Markets @brewmarkets]

The stock market has entered extreme fear territory.

[Brew Markets @brewmarkets]

Happy Friday.

[Brew Markets @brewmarkets]

Moderna stock is up 733% in the past year.

Incredible.

[Brew Markets @brewmarkets]

“I’m creating Frankenstein. Stop me.”

@au_michaellewis discusses why the AI boom is full of “phony blockers”.

Find the book and audiobook at https://t.co/8e4LnNn3FH.

[Brew Markets @brewmarkets]

Apple just hit a $5 trillion market cap.

[Brew Markets @brewmarkets]

Happy Wednesday.

[Brew Markets @brewmarkets]

Volatility doesn’t have to be the enemy.

Join us Oct. 27 for The Unshaken Investor—a gathering of strategists who've navigated times of market uncertainty.

Find out what's priced in, what's mispriced, and what comes next.

🎟️ : https://t.co/tzyHNVGqbm

#TheUnshakenInvestor2026

[Brew Markets @brewmarkets]

Microsoft just hit a $4 trillion market cap.

[Brew Markets @brewmarkets]

"It's generally human nature to overestimate risk and underestimate opportunity."

— Jeff Bezos

[Brew Markets @brewmarkets]

Q3 earnings season officially kicks off next week.

[Brew Markets @brewmarkets]

"You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs."

— Stanley Druckenmiller

[Brew Markets @brewmarkets]

Happy Friday.

[Brew Markets @brewmarkets]

Palantir stock just hit a new record high.

[Brew Markets @brewmarkets]

Moderna is now the S&P 500's best-performing stock this year.