Presented by The Weekend RipHappy Weekend! AI got stress-tested, memory names whipped around, and defensive sectors quietly did their job. The Nasdaq took the worst of it as chip leverage, IPO math, and capex worries hit the tape, while the Dow and small...

Here’s a preview of what we’ll cover this week:  Macro: The Bottom Half Is on a Tear; Inflation’s Third Wave Is Already Breaking Markets: The June Swoon; The Rotation Is Underway; Bull Markets Are Born On Pessimism; What Happens If Data Center...

Also on the site We are rapidly running out of road to kick the proverbial Social Security can. (abnormalreturns.com) Are you a financial advisor? Sign up for our weekly Talking Wealth newsletter. (talkingwealth.com) Don’t miss a thing! Sign up for...

The Bigger Picture, Sunday, June 27, 2026 The two week Anthropic Mythos and Fable 5 model ban by the US two Fridays ago (June 12), got some nominal relief on the surface late yesterday. The Commerce Department will now allow some approved customers access...

Om –  I hope this finds you well. Your post about Wired tickled just the right group of neurons to make me write something. It’s kind of a rant. But also something I’ve been thinking about for a long time. Would love to reconnect. best fv Hi Fred Thanks...

Presented by OVERVIEWHappy Saturday Welcome to the Stocktwits Top 25 Newsletter this week! The Stocktwits Top 25 reports the 25 best-performing stocks in the S&P 500, Nasdaq 100, and Russell 2000 year to date and tracks their performances over...

OVERVIEW Stocktwits Crypto Data Dive – Week 26 Welcome to the Stocktwits Crypto Data Dive for Week 26 of 2026! 📊 In this issue, we’ll dive into the data to keep you informed about the progress of the overall crypto market and shine a spotlight...

A Technicians Dream Owning the S&P 500 is not the same thing as owning the market. When you buy the S&P 500, you’re buying a cap-weighted index with a big overweight to large-cap Technology and a handful of mega-cap growth names. That’s great...

Auto safety How big trucks and SUVs are more likely to kill pedestrians. (nytimes.com) The NHTSA doesn’t count deaths that occur in parking lots and driveways. (bloomberg.com) EVs The second wave of EV pickups are here. (wsj.com) How the war in...

Apple recognizes RAMageddon: The memory price hikes officially arrived this week, and it’s Apple that made them feel real. Media is dubbing it Apple’s ‘RAMageddon’— raising Macs, iPads, Apple TVs, Vision Pros and displays 15-25%+ to counter the...