This year has seen an unprecedented AI Talent War erupt for LLM AI companies large and small. Especially in these early days of the AI Tech Wave, as I’ve discussed earlier around Meta’s actions in particular. The global hunt for AI Researchers is of...

Markets The stock market is, for now, shrugging off the weaker labor market. (awealthofcommonsense.com) Large cap earnings estimates are outpacing smaller fare. (tker.co) Prediction markets are having a moment. (howardlindzon.com) Strategy You can’t...

Good morning… I turn 60 next week. No big deal. The only think I don’t like about 60 is the ‘6’ and so for the foreseeable future I will continue to be 59. For my 60th, I asked Ellen if it would be ok to throw a party in Las Vegas and invite my...

Here’s a preview of what we’ll cover this week:  Macro: Who is Bearing The Tariff Impact?; Labor Market Revisions Validate a Cooldown Markets: How is The Investor Sentiment?; Oracle’s Meteoric Surge; Consumer Discretionary Ideas Are In Play Digital...

Also on the site Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Are you a financial advisor? Sign up for our (free) weekly advisor-focused newsletter. (newsletter.abnormalreturns.com) Top clicks this week The...

The Bigger Picture, Sunday, September 14, 2025 One of the biggest question for over a 1000 days now since OpenAI’s ‘ChatGPT moment’ in November 30, 2022, has been how AI would impact and presumably diminish the global multi-hundred billion online...

Autos The ICE raid will delay Hyundai’s Georgia plant opening. (axios.com) What BMW and Mercedes-Benz have cooked up in the EV SUV space. (wsj.com) The Jeep brand is struggling. (bloomberg.com) Transport How Britain created much safer...

Oracle’s move off OpenAI Contracts: Oracle (48), led by founder Larry Ellison (81), added half of ten year old OpenAI’s $500 billion recent valuation this week in two days. All over its erupting AI Data Center Building revenue backlog from its $300...

Crypto World Liberty Financial has blocked Justin Sun, their largest known investor, from accessing his tokens. (citationneeded.news) Do stablecoins represent a systemic financial risk? (chicagobooth.edu) Finance Colin Nagy, “Bloomberg has always...

Listening AI-generated podcasts are coming for your feed. (hollywoodreporter.com) Spotify ($SPOT) is adding lossless streaming. (theverge.com) Why your favorite YouTube channel may be owned by private equity. (youtube.com) Vimeo is going private via...