The biz Altruist is laying the ground work for long-short strategies. (riabiz.com) Wealth managers are falling over themselves to sign Anthropic and OpenAI employees. (ft.com) CAIS raised just $170 million at a reported $2 billion valuation....

Young Money – the new book by my friend Jack Raines – is subtitled A Field Guide to Wealth and Purpose in Your Twenties.  Ostensibly it’s a manual of sorts for how to manage life and career during the first decade after finishing college. In fact, I found...

The mega-AI IPO parade this AI Tech Wave is accelerating its pace. Elon’s SpaceX/xAI went first in June. Anthropic is next, still pointed at this fall. And OpenAI now likely follows as late as next year. Over the weekend, the Anthropic leg of the parade...

Markets After a rough couple of years, the health care sector has broken out. (trendlabs.com) European stocks are sitting at all-time highs as well. (cnbc.com) The degenerate economy is only getting more degenerate. (howardlindzon.com) Fund...

Here’s a preview of what we’ll cover this week:  Macro: Don’t Worry About The US Economy; Is AI replacing employees? 13F Highlights: The Rotation Happened Inside Semis; Hedge funds Bought Quality; The Money Went To Microsoft; Hedge Funds Know AI Needs...

Happy Sunday Just a reminder that Stocktoberfest – in New York – is coming up October 5-7. Details here. I will be leading discussions about The Degenerate Economy, The Capex Boom (with Michael Parekh and Ted Seides), brokerage 2.0, the...

Stay in touch Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com) Top clicks this week Real yields keep...

The Bigger Picture, Sunday, August 16, 2026 We have emphasized through this AI Tech Wave that the most important economic debates in AI keep coming back to one question: what does demand do when the price of a thing collapses, or when the supply of a...

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 33 Welcome to the Stocktwits Crypto Data Dive for Week 33 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...