Presented by The Weekend RipHappy Weekend! Markets rode a rollercoaster this week. Trump softened China tariff threats, OpenAI deals stoked the AI bubble furnace, and record bank earnings met loan cockroaches. 📊 Next Week Prep: Big Tech earnings...

Markets Andrew Ross Sorkin, “Risk and reward are closely tied. So are speculation and disappointment. You don’t get one without the other.” (nytimes.com) The degenerate economy has entered ‘ludicrous mode.’ (forbes.com) Strategy...

Happy Sunday. I consider the late 1990’s to be the birth of the retail investor. I was there. The retail investor (me) was on Yahoo Finance, The Motley Fool and Jim Cramer’s The Street. We had Etrade, Datek, Scottrade and a hundred other brokerages light...

Here’s a preview of what we’ll cover this week:  Macro: The U.S. Economy Keeps Defying Gravity; Deal Flow Is Back; The American Consumer: Still Spending, Still Solid; Credit Quality Stays High; Private Credit: Not a Cockroach Colony Markets: The AI...

Also on the site Celebrating our 20th blogiversary. (abnormalreturns.com) The upside to not being stupid. (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up...

The Bigger Picture, Sunday October 20, 2025 As we experience 2025’s accelerating AI Infrastructure ramp, and the non-stop ‘circular deals’ boom, we get another timely pragmatic reminder that all this may take a bit more time. That the AI AGI promises may...

ALL GAS NO BRAKES I’m currently on my way to Manchester, England for the next week, but before heading out I spent all of Thursday dissecting my thoughts and running back my favorite show.  ALL GAS NO BRAKES | Ep. 4 This series started as a once-a-month...

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 over time. To help...

OVERVIEW Stocktwits Crypto Data Dive – Week 41 Welcome to the Stocktwits Crypto Data Dive for Week 42 of 2025! 📊 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...

Autos The rise in pedestrian deaths in the U.S. seem to be due to a confluence of small-ish factors. (construction-physics.com) Patrick George, “Because of the man he helped propel to the presidency, Musk’s cars are more expensive and less...