Mar 18, 2026

1. Email from MarketWatch Reports (Subject: Here are the stocks for the new age of programmable medicines)
2. Story of a tech executive designing a personalized cancer vaccine for his dog Rose using AI tools like ChatGPT and DeepFold.
3. Eric Jackson, CIO of EMJ Capital, discusses how AI analyzing DNA could usher the era of programmable medicines—customized therapies instead of one-size-fits-all drugs.
4. Stocks poised to benefit include Moderna (mRNA vaccines), Nvidia (computing power), Alphabet (protein modeling), Microsoft (AI platforms), biotech companies Recursion Pharmaceuticals (RXRX) and Schrodinger (SDGR).
5. Big pharma giants Pfizer and Merck will remain significant but face disruption as AI lowers discovery costs. FDA shows regulatory openness to genome editing and RNA therapies.
6. Market context: U.S. stock futures dipped, oil prices rose sharply, and geopolitical tensions persist with Iran-related conflicts.
7. Top performing stocks included Nvidia, Tesla, Micron, Apple, and Microsoft.

8. Bank of America strategists highlight an intriguing relationship between stock market performance and oil prices, recommending energy and oil stocks.

9. Email from Axios Pro Rata by Dan Primack (Subject: Axios Pro Rata: PE + AIs)

10. Private equity (PE) firms are partnering with AI giants OpenAI and Anthropic to form enterprise AI consulting and implementation arms.
11. Discussions involve PE firms like Advent, Bain Capital, Brookfield, Blackstone, Hellman & Friedman, and Permira.
12. Structures may include majority-owned OpenAI subsidiaries or joint ventures, with PE firms as minority investors and initial customers.
13. This collaboration benefits PE portfolios by helping companies effectively integrate AI and also provides AI companies with efficient routes to enterprise clients.
14. Comparisons drawn to Avanade JV between Microsoft and Accenture in 2000.
15. Mastercard acquires stablecoin infrastructure startup BVNK for up to $1.8 billion to maintain control over payments as crypto rails evolve.
16. Various venture capital funding rounds highlighted, including in aerospace, biotech, cloud security, digital health, and AI-related startups.
17. M&A deals and fundraising activity across diverse sectors noted.

18. Personnel moves: SEC enforcement chief resigns; new hires in cybersecurity venture capital and law firms.

19. Email from Fluent In Finance Newsletter by Andrew Lokenauth (Subject: 💥 Stagflation Is Back. GDP Cut in Half. US Debt hit $38.9 Trillion. Oil Above $100. Here’s What to Do.)

20. U.S. GDP growth for Q4 2025 revised down to 0.7%, oil prices surged above $100/barrel due to Iran war disrupting the Strait of Hormuz, critical for ~20% global oil supply.
21. U.S. national debt approaches $38.9 trillion with rising interest payments; recession odds raised to 25%.
22. Inflation remains elevated (Core PCE at 3.1%), consumer sentiment low, and job growth figures getting downward revisions.
23. Energy and food prices expected to rise sharply due to fertilizer supply disruptions and smallest U.S. cattle herd since 1950s.
24. Federal Reserve ‘trap’: must fight inflation with higher rates but risk pushing slowing economy into recession.
25. Recommendations: diversify into real assets, inflation-protected securities, energy stocks; automate investing with a long-term plan; maximize tax-advantaged accounts like 401(k)s.
26. Insider trades noted: CSX CEO buying shares betting on rail transport demand, and a U.S. congressman purchasing Taiwan Semiconductor shares amidst geopolitical tensions.
27. Top stock picks include Nebius Group (AI cloud infrastructure), NIO (Chinese EV maker with surprise profit), Sable Offshore (domestic oil drilling with political support), Firefly Aerospace (small satellite launch), and Serve Robotics (autonomous delivery).
28. Technical analysis shows stock indices negative but Bitcoin stable in rising trend.
29. The Fear & Greed Index at extreme fear (20), historically a buying opportunity.
30. Q&A addresses stagflation, liquidity and debt impact on personal finance, oil shock implications on food/gas prices, recession probabilities, AI job risks, and revised job data.
31. Final advice: stay disciplined, focus on quality and inflation-resistant assets, build savings and reduce debt, and view current volatility as potential wealth-building moment.

Stay Well!