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...

THANK YOU First things first, thank you. The amount of love and support you guys have shown us over the past month has been incredible. Baby Harvey and Momma are both doing great so it’s time to get back to work. The first show back had to be All Gas...

Autos Want to bet on AVs? Buy Uber ($UBER). (barrons.com) More Waymo miles driven means more edge cases experienced. (nytimes.com) Auto insurers are finding ways to not pay claims. (wsj.com) China is making big inroads into Europe’s auto...

Anthropic & OpenAI prep for their mega-AI IPOs: Anthropic and OpenAI are ramping up their preparations ahead of their planned mega-AI IPOs later this year and next respectively. Both have filed confidentially with the SEC. Anthropic, last privately...

Presented by STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Friday 🔄: Investors rotated out of crowded AI chips and into energy, small caps, and tariff beneficiaries, leaving the major indexes mixed. Broadcom’s financing and VMware risks punished the...

Presented by The market split Friday as investors rotated out of crowded AI chips and into energy, small caps, and policy winners. Oil’s rise helped energy lead, while softer retail sales and renewed Middle East tension restrained big-cap risk...