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The Weekend Rip: August 2nd!
The Weekend Rip: August 2nd!
Tom Bruni The Daily Rip
The Weekend RipHappy Weekend! Megacap tech carried stocks higher this week, but the calm at the index level masked a brutal rotation underneath. Microsoft, Amazon, and Alphabet added roughly $1.5T as strong cloud growth validated massive AI spending,...
24 hours ago
6 MIN READ
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Sunday links: brains vs. wisdom
Tadas Viskanta Abnormal Returns
Markets Bank stocks are rallying. (trendlabs.com) How Japan’s stock market has changed over time. (apollo.com) In this market, big stocks are making really big moves. (awealthofcommonsense.com) Strategy On the limits of financial modeling. (tker.co)...
1 day ago
3 MIN READ
Leopold's Liquidation, Microsoft and is Software Back?
Leopold's Liquidation, Microsoft and is Software Back?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Fed Backs The US Economy; Inflation Is Still the Problem Markets: Markets Finish Higher as Leadership Flips; How Is The Earnings Season?; Microsoft: Please Don’t Associate Me With OpenAI; OpenAI:...
1 day ago
25 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Stay in touch Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Top clicks this week The Mag 7 era for markets...
1 day ago
1 MIN READ
Stocktwits Top 25 Week 30
Stocktwits Top 25 Week 30
Tom Bruni The Daily Rip
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 time. To help...
2 days ago
4 MIN READ
Stocktwits Crypto Data Dive – Week 31
Stocktwits Crypto Data Dive – Week 31
Jonathan Morgan The Litepaper
OVERVIEW Stocktwits Crypto Data Dive – Week 31 Welcome to the Stocktwits Crypto Data Dive for Week 31 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...
2 days ago
8 MIN READ
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Saturday links: human expression
Tadas Viskanta Abnormal Returns
Autos Ford ($F) wants buyers to customize their vehicles. (cnbc.com) These drivers go out of their way to avoid new tech. (wsj.com) What it’s like to drive the Slate Truck. (engadget.com) We need AV data from more companies than just Waymo....
2 days ago
4 MIN READ