businessinsider.com/private-credit… George Noble, a longtime Fidelity fund manager and Wall Street veteran, sees big problems brewing in the booming private credit market. In my latest for Business Insider, I unpacked George Noble's thesis on why investors should be paying attention.

This week, I am launching a new series for Business Insider on the best stock market and investing-related content on Substack. Did you read a particularly interesting or insight post this week? Share it with me. Feel free to drop the link in the comments or DM me.

Introducing my new Friday roundup of the best Substack takes on financial markets for Business Insider. This week's edition featured posts from Frank Chaparro, a former UK investment analyst and a group of economists from Stanford Institute for Economic Policy Research. Check it out and let me know what you think.

businessinsider.com/short-seller-c… MuddyWatersResearch recently turned aheads with a detailed short report on SoFi. I spoke to founder Carson Block to learn about how he spots short targets and what jumped out to him about SoFi. Read the full story in my latest for Business Insider. #SOFI

A common narrative of the AI boom says that the technology will lead to vast gains in productivity. Wall Street veteran Jim Paulsen is wary of the narrative. Find out why in my recent story for Business Insider: businessinsider.com/ai-productivit… #AI #jobs #economy

I spoke with Alap Shah, co-author of the viral AI report he published with Citrinitas Research as he rolled out Part III of the Global Intelligence Crisis series. Read more about the report and my conversation with Shah in my latest for Business Insider 👇📰 #AI #investing #tech

SpaceX could reportedly file for its long-awaited IPO within days, and Wall Street's excitement is boosting other space stocks on Wednesday. Stocks such as $RKLB $ASTS and $FLY soared on momentum sparked by SpaceX IPO speculation. Read the full story in Business Insider 📰 🚀

Private equity giant Thoma Bravo thinks Wall Street is wrong about software stocks. Read the full story in my latest for Business Insider businessinsider.com/private-equity…

On Friday, Eric Jackson, the founder of of EMJ Capital, said he is betting big on a pandemic-era darling that has struggled in post-COVID era. He's long Peloton. Read what Eric Jackson told me about his new target and how he's assessing it on Business Insider. $PTON

Bill Ackman is focused on a handful of enticing buying opportunities he sees in the market. In my latest for Business Insider, I unpack what Ackman and Michael Burry are saying about Fannie Mae and Freddie Mac. businessinsider.com/bill-ackman-st… #WallStreet #investing #stockmarket

JPMorgan is telling Tesla investors to brace for pain. The EV company sold 358,000 vehicles in Q1, 4% below analyst consensus and 7% lower than JPMorgan's 385,000 delivery forecast. Read the full story in my latest for Business Insider 📉📰 businessinsider.com/tesla-stock-pr… $TSLA

Michael Burry has long been bearish on Palantir, but he recently shared a new take on the market's AI darling, comparing its prospects to another titan in the space - Anthropic. In my latest for Business Insider, I explore why Burry's new thesis. businessinsider.com/michael-burry-… $PLTR

I recently spoke to Gordon Johnson of GLJ Research, LLC about why he still thinks Tesla is a highly compelling short opportunity. Read the full story about my conversation with Johnson in my latest for Business Insider businessinsider.com/tesla-stock-sh… $TSLA #ElonMusk #stocks

New exclusive from me: Carson Block of MuddyWatersResearch recently submitted a letter to SoFi's independent board of directors following his firm's short report. Read all about it on Business Insider: businessinsider.com/carson-block-s… $SOFI #stockmarket #investing

One of the highlights of my week was getting to chat with Anthony Scaramucci. Here's my report on why he thinks the US economy isn't facing a recession - it's already in one. Read the full story in Business Insider businessinsider.com/anthony-scaram…

Market Zandi is among the prominent market voices that continue to sound alarms about the state of the economy, but he also recently revealed he still sees a path to avoid a major downturn. Read more about his take in my latest for Business Insider ⬇️📰 businessinsider.com/mark-zandi-rec…

I recently spoke to Dan David about Wolfpack Research' short report on POET Technologies and the events that followed that sent the stock on roller coaster. Read the full story in my latest for Business Insider businessinsider.com/poet-technolog… $POET #Shortselling #stockmarket

Commodity prices have soared on Iran war disruptions, but according to top economist Steve Hanke, they could be about to go much higher as the market enters a new "supercycle." Read more about what Professor Hanke told me in Business Insider businessinsider.com/tech-stocks-co…

Gary Marcus think Big Tech firms are dumping way too much money into AI. Marcus, a longtime AI researcher took Wednesday's earnings bonanza as an opportunity to criticize hyperscalers' capex spending plans recently. My latest for Business Insider ⬇️ businessinsider.com/tech-ai-capex-…

Michael Burry revealed a position in GameStop in January, but he says the CEO Ryan Cohen's plan to try and compete with retail giants like Amazon by acquiring eBay is driving him to sell the stock. Read the full story in Business Insider businessinsider.com/michael-burry-… $GME $EBAY