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Sunday links: brains vs. wisdom
Tadas Viskanta Abnormal Returns
Markets Bank stocks are rallying. (trendlabs.com) How Japan’s stock market has changed over time. (apollo.com) In this market, big stocks are making really big moves. (awealthofcommonsense.com) Strategy On the limits of financial modeling. (tker.co)...
12 hours ago
3 MIN READ
Leopold's Liquidation, Microsoft and is Software Back?
Leopold's Liquidation, Microsoft and is Software Back?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Fed Backs The US Economy; Inflation Is Still the Problem Markets: Markets Finish Higher as Leadership Flips; How Is The Earnings Season?; Microsoft: Please Don’t Associate Me With OpenAI; OpenAI:...
12 hours ago
25 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Stay in touch Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Top clicks this week The Mag 7 era for markets...
15 hours ago
1 MIN READ
Stocktwits Top 25 Week 30
Stocktwits Top 25 Week 30
Tom Bruni The Daily Rip
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...
1 day ago
4 MIN READ
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Saturday links: human expression
Tadas Viskanta Abnormal Returns
Autos Ford ($F) wants buyers to customize their vehicles. (cnbc.com) These drivers go out of their way to avoid new tech. (wsj.com) What it’s like to drive the Slate Truck. (engadget.com) We need AV data from more companies than just Waymo....
2 days ago
4 MIN READ
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Friday
Stocktwits Chart Art
STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Friday ☁️: Megacap tech kept the market pointed higher, but the rally narrowed as small caps and most sectors slipped. Amazon, Alphabet, and Microsoft added roughly $1.5T this week by showing AI spending...
2 days ago
3 MIN READ
The AI Oracle Got Liquidated
The AI Oracle Got Liquidated
Tom Bruni The Daily Rip
Presented by Good evening, and happy Friday. The market closed higher and green for the week after an intense tech/ macro report session. Megacap cloud winners overwhelmed weakness across small caps and seven of 11 sectors. Amazon and Alphabet did the...
2 days ago
10 MIN READ