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Saturday links: the case against complaining
Tadas Viskanta Abnormal Returns
Autos Nobody wants Cybertrucks. (sherwood.news) A profile of Lyft ($LYFT) CEO David Risher. (semafor.com) How fast will the autonomous car market grow? (sherwood.news) A woman recently give birth in a Waymo on the way to the hospital. (nbcnews.com) Energy...
8 hours ago
4 MIN READ
AI: Weekly Summary. RTZ #934
AI: Weekly Summary. RTZ #934
Michael Parekh AI: Reset to Zero
OpenAI launches GPT 5.2: OpenAI quickly followed its ‘Code Red’ last week with ChatGPT 5.2 this week. The release is part of ‘Project Garlic’, with future enhancements to GPT and ChatGPT 5.1 designed to counter Google’s Gemini 3. Dubbed ‘it’s best model...
17 hours ago
5 MIN READ
Bonds Going Wrong Way
Bonds Going Wrong Way
Tom Bruni The Daily Rip
Presented by CLOSING BELLBonds Going Wrong Way Markets were falling and all eyes were on treasury yields on Friday, as the market digested the rate cut that’s been on the table since before September. The S&P 500, Nasdaq, and Russell fell 1-2% off...
23 hours ago
9 MIN READ
Rudolph’s Nose Is Red, So Is Everything Else 🦌
Rudolph’s Nose Is Red, So Is Everything Else 🦌
Jonathan Morgan The Litepaper
OVERVIEW Rudolph’s Nose Is Red, So Is Everything Else 🦌 Before we dive in, here’s today’s crypto market heatmap: Source: finviz.com And here’s a look at crypto’s total market and altcoin market cap charts: Source: TradingView NEWSThe $40 Billion Fraud...
1 day ago
11 MIN READ
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Friday links: securing the bag
Tadas Viskanta Abnormal Returns
Markets What’s going on with silver? (capitalspectator.com) The case for rotating into real world companies. (latticework.com) Quant stuff Renaissance Technologies’ public funds have had a volatile year. (wsj.com) 2025 saw big...
1 day ago
2 MIN READ
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7 Lessons From 2025
Charlie Bilello Charlie Bilello
View the video of this post here. Weekly chart breakdowns. Big-picture market themes. Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. 1) Don’t Fear All-Time Highs 2024 was a great year for the U.S....
1 day ago
5 MIN READ
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Podcast links: learning the wrong lessons
Tadas Viskanta Abnormal Returns
The biz AI-generated podcasts are here. (latimes.com) Half of the top 50 podcasts have a video component. (bloomberg.com) Why podcasts are shifting to video…money. (calnewport.com) How to quit Spotify ($SPOT). (bloodinthemachine.com) AI...
1 day ago
2 MIN READ
AI: Disney vs Google/YouTube & Disney + OpenAI. RTZ #933
AI: Disney vs Google/YouTube & Disney + OpenAI. RTZ #933
Michael Parekh AI: Reset to Zero
The ongoing tussles and kerfuffles between LLM AI companies and content/copyright owners saw some notable developments today. With OpenAI and Disney signing an investment plus content sharing deal on the one hand. A deal with wariness on both sides and...
2 days ago
9 MIN READ
Thursday
Thursday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 The market fell and clawed its way back Thursday, the S&P 500 starting out just below fresh highs, and depending on who you ask, it hit a close at a fresh record over the 6,900 mark following Wednesday’s...
2 days ago
3 MIN READ