Also the SEC shutdown, the CFPB pause and the DAT collapse.

Podcasts Ben Johnson and Julie Willoughby tax advice with Ritholtz Wealth’s Bill Sweet and Bill Artzerounian. (morningstar.com) Thomas Kopelman talks with Mark Cecchini with advice for other advisers. (podcasts.apple.com) Michael Batnick talks with...

Lot of static in the Apple AI Signal of late. In particular. the narrative of Apple’s AI challenges continues to build in this AI Tech Wave. This as companies like Google and Amazon are starting to shake their ‘AI underdog’ narratives in recent...

Sponsor this newsletter The Weekend RipHappy Weekend! The market spent the first week of December in a bizarre state where bad macro news became good stock news. Trades hope for rate cuts in the coming next week pushed stocks higher despite massive...

Happy Sunday… I am starting to think about 2026 as it relates to the markets and investing trends. It is amazing how few things you have to get right to have a good investing year. I know this because like every year I got so many things wrong and yet...

Here’s a preview of what we’ll cover this week:  Macro: PCE Adds Support For December Cut; How’s the Labor Market?; AI Is A Productivity Engine Markets: Growth Vs. Value; The EU’s War On Meta; How Far Can Netflix Drop?; Google Is Catching Up Fast;...

Markets When a company with Time or Warner in the name gets acquired, look out. (ft.com) Be wary of IPOs raising less than $15 million. (barrons.com) Strategy Boring investing still works. (awealthofcommonsense.com) How to consume Wall Street...

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 Excerpts...

The Bigger Picture, Sunday, December 7, 2025 Sibling rivalry is always interesting. In a ‘birds of a feather’ context and more. It’s easy to forget that the two largest US LLM AI companies, OpenAI and Anthropic, came from the founder and employee pool...

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 (YTD) and tracks their performances...