I’ve talked a fair bit about the white hot ‘product market’ (PMF) fit in the ‘AI Code Wars’, this AI Tech Wave. The AI coding segment with developers and enterprises has been on global fire, especially over the last six months. It’s what enabled Anthropic...

I have been on a food bender all weekend in New York. PopUp Bagels, pizza slices, wonton noodle soup and some Katz’s… just today…and it is only 3pm…only Eli Lily can save me now!! Onward… I saw this clip of David Senra’s interview with Rick Rubin and I...

Presented by The Weekend RipHappy Weekend! The week started with oil, bonds, and Iran risk punching growth in the mouth, then ended with traders crawling right back into AI, hardware, quantum, and space speculation. Nvidia held the AI trade together,...

Stocks Just how much AI is driving the stock market. (morningstar.com) Looking ahead to 2028 earnings. (tker.co) Rates What to make of rising interest rates. (awealthofcommonsense.com) Long term TIPS are now yielding near 3%. (bobeunlimited.substack.com)...

Here’s a preview of what we’ll cover this week:  Macro: US Economy Is Resilient; The K-Shaped Economy; Inflation Is Misbehaving Again Markets: This Rally Has Room To Run; JUNK RALLY; Our Choice in Animal Spirits; Prepare For The Rotation; IPOs Ahead;...

My brother and I ringing the bell When I was growing up my parents would ring a bell to call us for dinner. There is a black and white photo of my brother and me circa 1970 standing next to the bell in the backyard of our suburban home. I love so many...

Also on the site AI models are not a trusted fiduciary. (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up for the weekly Talking Wealth...

The Bigger Picture, Sunday, May 24, 2026 After this year’s Google I/O Developer conference this week, I called and outlined Google out as the most likely winner of the Consumer AI opportunity in this ‘mainframe’ phase of the AI Tech Wave. Especially as...

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 21 Welcome to the Stocktwits Crypto Data Dive for Week 21 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...