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...

Keywords AI, OpenAI, Meta, Apple, Amazon, AWS, technology, product rankings, streaming, Netflix Summary In this episode of AI Ramblings, hosts Michael Parekh and Neil McQuanna discuss the latest developments in AI, including OpenAI’s internal ‘code red’...

It Changed Everything I’ll admit something upfront. When I first started studying technical analysis, a lot of it felt… mystical. Lines on charts, patterns with funny names, people acting like they could predict the future off a triangle. I wasn’t...

Autos Why VW is struggling. (ft.com) The Trump administration wants to roll back fuel efficiency standards. (arstechnica.com) Why you should compare Uber and Lyft prices before booking a ride. (yahoo.com) Five insights from “Life After Cars:...

OpenAI’s ‘Code Red’ on 3rd ChatGPT Anniversary: OpenAI ironically had an internal ‘Code Red’ moment three years after Google’s similar ‘Code Red’ at the end of 2022. It of course occurred three years after the launch of OpenAI’s ChatGPT. The general...

STOCKTWITS CHART ARTThe Stocktwits Summary 📝 Happy Friday, the market is climbing after inflation data showed just the slightest uptick in September from the month before. Of course, September feels like last year at this point, but still, it’s the last...

Happy Friday afternoon. Before I get started… I got an unusually high amount of responses to my post yesterday about the TAM explosion in the degenerate economy. It is always nice to hear from readers and I rarely share the shoutouts but this one from...

CLOSING BELLSept Inflation Was Flat, Let’s CUT Happy Friday, the market is climbing after inflation data showed just the slightest uptick in September from the month before. Of course, September feels like last year at this point, but still, it’s the last...