New attack vectors from above never considered. What a difference a few months make to flip perspectives. It was only last year the most of the US big tech Mag 7s, along with AI leaders OpenAI, Anthropic and others were in the middle east, at times...

Summary This episode covers the latest in AI and tech, including the OpenAI vs Anthropic rivalry, AI wearable chips from Qualcomm and Apple, AI in smartphones and content creation, OpenClaw’s impact in China, and Apple’s strategic move into...

I’ve always thought Bloomberg LP’s success was driven as much by paying attention to the customer as building technology. There’s a good story that illustrates the emphasis Mike Bloomberg puts on clients that I heard this week. It came from Lloyd...

Oil How much higher will gasoline prices go? (natesilver.net) How do higher oil prices affect the stock market? (awealthofcommonsense.com) Prediction markets The Kalshi and Polymarket CEOs are very public-facing. (npr.org) Kalshi is now targeting women...

Here’s a preview of what we’ll cover this week:  Macro: Costco Seconds A Healthy Economy Markets: Strategic vs. Tactical; Time To Leave Oilfield Services; No One Left To Sell; Cheap, Cash-Generative, Ignored; Oil and The Geopolitical Spike; THE...

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 Most...

Good morning everyone… I will have a detailed post on the second annual Stocktwits ‘Cashtag Awards’, presented by Polymarket, at the NYSE on May 4th in the coming days. Onward… It is shaping up to be a wild week in the markets as the war in Iran continues...

The Bigger Picture, Sunday, March 8, 2026 Earlier this week I wrote about how Chinese developers at tech/AI companies large and small were being ‘DeepSeeked’ in reverse, a year after DeepSeek turbo-charged US LLM AI innovations with its open...

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...

Things Changed This Week This market has been getting messier for a while. We’ve talked about maintaining a defensive posture, and for a while we were still able to hide in those defensive names. The boring was beautiful and it was just the sexy that...