The Weekend RipHappy Weekend! Stocks spent the week trying to outrun inflation, oil, and rates with AI duct tape. Monday and Tuesday were all crude and CPI stress, Wednesday brought hot PPI and another Nasdaq record, Thursday turned into an AI-China...

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Markets G7 yields are at their highest level in 20 years. (apollo.com) The Treasury yield curve is normalizing. (carsongroup.com) Earnings This tech boom is being supported by higher earnings. (awealthofcommonsense.com) P/E is made up of both P and E. If...

Here’s a preview of what we’ll cover this week:  Macro: It’s a Hot Economy; Rate Cuts Are Off The Table Markets: Do We Have An AI Bubble?; Early in The AI Economy; Micron’s 600% Move Is Justified; Smart Money Sees The Dislocation in Meta; Nvidia Has...

Also on the site Higher prices, not just inflation, will affect consumer sentiment for years to come. (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Top clicks this week Have you checked...

The Bigger Picture, Sunday, May 17, 2026 I’ve written many times in these AI-RTZ pages on open source Large Language Model LLM AIs vs closed-source. All in these early days of the AI Tech Wave. (see links in appendix below). Over decades, and multiple...

Presented by Happy 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...

OVERVIEW Stocktwits Crypto Data Dive – Week 20 Welcome to the Stocktwits Crypto Data Dive for Week 20 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...

Process Over Promotion Every cycle, Wall Street rolls out a fresh batch of IPOs with massive promises attached to them. Endless interviews and headlines explaining why this company changes everything. I was actually talking about this yesterday with...

Autos Nvidia ($NVDA) wants to own the AV tech stack. (axios.com) Honda ($HMC) has been hurt by the EV pullback. (wsj.com) Autonomous vehicles are a public health issue. (axios.com) What people get wrong about Waymo. (theargumentmag.com) Robots can now...