Sponsor this newsletter The Weekend RipHappy Weekend! Despite early-week jitters over massive AI capital expenditure and a software rout triggered by “agentic” disruption, markets finished on a historic high with the Dow crossing 50,000....

Markets Low vol stocks are different. (wsj.com) A look at the number of brand names stocks down over 50% from their highs. (awealthofcommonsense.com) Josh Brown, “HALO stands for Heavy Assets, Low Obsolescence. These are undistruptable companies from...

Here’s a preview of what we’ll cover this week:  Markets: Zoom Out; Growth To Value Continues; The Bubble In Venture Capital; Databricks Wants To IPO; GS: Software Is The New Newspaper; How Does OpenAI Compete With Google?; 2026: The Trough For Managed...

Happy Sunday from FRIGID Toronto. I have been in New York City the last week locked down working with Stocktwits team (a Code Howie….a grumpier Code Red). The world is changing fast as AI accelerates and proliferates. I detailed it last Sunday. I believed...

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...

The Bigger Picture, Sunday, February 8, 2026 We’ve discussed all manner of critical AI inputs for this AI Tech Wave ahead, a marathon that will take decades, not just quarters and years. From AI Chip machines (ASML), to AI ‘Fabs’ that make the chips...

Keywords AI, earnings season, Elon Musk, software trends, memory market, tech investments, Nvidia, Anthropic, OpenAI, market dynamics Summary In this episode of AI Ramblings, Michael Parekh discusses the latest trends in AI, focusing on the ongoing...

Sponsor this newsletter 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...

OVERVIEW Stocktwits Crypto Data Dive – Week 6 Welcome to the Stocktwits Crypto Data Dive for Week 50 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’s a simple Market Right Now Believe it or not, this is a simple market. It only feels complicated because people are trying to make it complicated. Think about it, if you can make it complicated (a problem) many will have more success pretend to have...