The Weekend RipHappy Weekend! Oh boy here we go Markets spent the week in a risk-off tug-of-war where blockbuster AI results (Nvidia beat-and-raise, OpenAI’s mega-funding) still couldn’t lift tech as tariff whiplash, valuation pressure, and...

Prediction markets Another war, another likely case of insider trading. (theblock.co) Polymarket is all in on Iran-related markets. (coindesk.com) Netflix Netflix ($NFLX) is cashing a $2.8 billion consolation prize. (wsj.com) The best way to win a bidding...

Summary In this episode, Michael Parekh discusses the latest developments in AI, including Nvidia’s stellar quarter, OpenAI’s funding race, regulatory challenges, and the future of satellite internet with SpaceX and Apple. He provides insights into...

Here’s a preview of what we’ll cover this week:  Macro: How’s The Economy? Markets: The AI Apocalypse Trade; Morningstar: The AI Fear Is Wrong Here; Nvidia And Datacenters; Druckenmiller Is Non-consensus; The Two Most Important Charts Lumida...

Happy Sunday… Before I get started…I was supposed to be in Israel this coming week with 33 friends (many non-jewish and visiting for the first time), but we cancelled last week. As of yesterday, all flights would have been cancelled anyway. As for why…...

Stay in touch Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com) Top clicks this week Why...

The Bigger Picture, Sunday, March 1, 2026 This week’s AI news gave me reason to bring up one of the most unexpected charts (from last year), from an unexpected source, I’ve seen in my career as a tech analyst. Across over three decades of tech waves up...

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...

OVERVIEW Stocktwits Crypto Data Dive – Week 9 Welcome to the Stocktwits Crypto Data Dive for Week 9 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...

It All Spends The Same The market isn’t broken. It’s just not sexy. As a whole, we are getting more defensive. That’s true. But here’s the important part. There are places to allocate while the fun stuff is stuck in no man’s land. The boring areas...