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AI Price Umbrellas Getting Larger. ARD #114
Michael Parekh AI: Reset to Zero
Today’s theme: AI price umbrellas getting larger. Led by the frontier labs — Anthropic especially, and OpenAI to a degree — the AI companies are widening the prices they charge their best customers for their latest and greatest models, and moving to a...
8 hours ago
12 MIN READ
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The State of the Markets (July 2026)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts, a powerful investment research platform that helps advisors analyze markets, compare securities, and create compelling client visuals. Learn more and get 20% off your initial...
10 hours ago
4 MIN READ
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Wednesday links: making cool stuff
Tadas Viskanta Abnormal Returns
Strategy Even when you are ‘doing nothing’ when investing you are ‘doing something.’ (behaviouralinvestment.com) Most of the time the stock market goes up. (awealthofcommonsense.com) Companies Is OpenAI still on track to go public...
12 hours ago
2 MIN READ
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Personal finance links: buying permission
Tadas Viskanta Abnormal Returns
Podcasts Peter Lazaroff talks with Haley Sacks, author of “Future Rich Person.” (peterlazaroff.com) Christine Benz and Amy Arnott talk with Cody Garrett and Sean Mullaney co-authors of a new book “Tax Planning To and Through...
14 hours ago
2 MIN READ
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Tuesday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Tuesday 🛢️: Oil spiked after Strait of Hormuz violence turned into a U.S.-Iran flashpoint, while the broader market slipped and tech took the worst of it. Energy led as crude jumped roughly 5%, but AI hardware...
1 day ago
3 MIN READ
When the Chips are Down, Oil Climbs
When the Chips are Down, Oil Climbs
Tom Bruni The Daily Rip
Presented by CLOSING BELL It was a bit of a red day for the market on Tuesday, after seemingly inconsequential violence in the Strait of Hormuz Monday night turned into a flashpoint. Early Tuesday evening, Central Command said the U.S. began launching...
1 day ago
9 MIN READ