Here’s a preview of what we’ll cover this week:  Macro: Regional Banks Second A Resilient Consumer; Businesses Are Borrowing Again Markets: Thematics Are Back; Burry is betting on Microsoft; Make A Safe Bet; China’s Berkshire; Owner Of QQQ; The...

Markets The stock market serves to confuse you. (awealthofcommonsense.com) There are plenty of reasons why a stock can stumble. (humbledollar.com) Sam Ro, “At the end of the day, publicly traded companies aren’t out here to sell a product. They’re...

Good morning everyone… I have a few VIP passes for the May 4 Cashtag Awards (see above) for my readers here, so hit me up if you want to attend. Before I get started on the markets, AI and the grift… I love this chart from the A16z newsletter titled...

Stay in touch Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (newsletter.abnormalreturns.com) Top clicks this week...

The Bigger Picture, Sunday, April 26, 2026 I’ve talked a lot about AI Agent assisted shopping in these pages. And it’s been an area of keen focus by major AI companies in this AI Tech Wave. Particularly since it seems to point to a fascinating and...

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...

Presented By OVERVIEW Stocktwits Crypto Data Dive – Week 17 Welcome to the Stocktwits Crypto Data Dive for Week 17 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...

The Hard Part Throw a rock and you’ll hit someone who says “man, if I only held onto that stock.” Everyone’s got the one that got away. The position they talked themselves out of at exactly the wrong time. And in the world of...

Autos China is rapidly shifting to EV sales. (ft.com) In China, battery swapping is a solution for long charging times. (npr.org) Porsche is selling its stake in Bugatti. (arstechnica.com) Autonomy How much are autonomous vehicle rides...

Apple turns to Ternus as 3rd CEO post Cook & Jobs: As expected, 50 year old Apple and its CEO Tim Cook, 65, officially appointed hardware head and 25 year Apple veteran John Ternus, 50, as the second CEO after founder/CEO Steve Jobs. John takes on...