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Adviser links: allowing yourself to be interested
Tadas Viskanta Abnormal Returns
Podcasts Josh Brown talks with Ric Edelman about why financial planning may be one of the most AI-resistant professions, and the growing advisor shortage facing the industry. (youtube.com) Taylor Nissi sits down with Joseph Wang, Co-Founder and Chief...
4 hours ago
2 MIN READ
AI: Yet another AI Chip Bottleneck in Asia. AI-RTZ #1132
AI: Yet another AI Chip Bottleneck in Asia. AI-RTZ #1132
Michael Parekh AI: Reset to Zero
If it was just like packaging Lay’s potato chips. Regulars here at AI-RTZ and ARD podcast know of the long litany of AI bottlenecks this AI Tech Wave through the end of this decade at least. To the AI GPUs, AI memory, AI Data Centers and Power, AI Talent...
15 hours ago
4 MIN READ
The Weekend Rip: June 28
The Weekend Rip: June 28
Tom Bruni The Daily Rip
Presented by The Weekend RipHappy Weekend! AI got stress-tested, memory names whipped around, and defensive sectors quietly did their job. The Nasdaq took the worst of it as chip leverage, IPO math, and capex worries hit the tape, while the Dow and small...
1 day ago
6 MIN READ
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Sunday links: meaningless slogans
Tadas Viskanta Abnormal Returns
Strategy Why long-term investors can’t simply ignore (inevitable) bad news. (tker.co) Why are investors seemingly holding more cash than usual? (awealthofcommonsense.com) ETFs Corgi Investments launched 35 ETFs in one day. (reuters.com) Leveraged...
1 day ago
3 MIN READ
The Aftermatch of the SpaceX IPO
The Aftermatch of the SpaceX IPO
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: The Bottom Half Is on a Tear; Inflation’s Third Wave Is Already Breaking Markets: The June Swoon; The Rotation Is Underway; Bull Markets Are Born On Pessimism; What Happens If Data Center...
1 day ago
24 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Also on the site We are rapidly running out of road to kick the proverbial Social Security can. (abnormalreturns.com) Are you a financial advisor? Sign up for our weekly Talking Wealth newsletter. (talkingwealth.com) Don’t miss a thing! Sign up for...
1 day ago
1 MIN READ
Stocktwits Top 25 Week 25
Stocktwits Top 25 Week 25
Tom Bruni The Daily Rip
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...
2 days ago
5 MIN READ