The Bigger Picture, Sunday December 28, 2025 Last Sunday we looked back on 2025 for the AI Tech Wave’s third anniversary since OpenAI unleashed ChatGPT upon the world. For this Sunday’s Bigger Picture of course, we’ll look forward to what to anticipate...

Ford The Ford ($F) F-150 didn’t fail because it was a bad vehicle. (wsj.com) Ford ($F) wants to get into home battery storage. (canarymedia.com) Autos Tesla ($TSLA) sales fell 40% in Europe in 2025 (through November). (sherwood.news) How...

Nvidia’s AI Inference startup Groq deal: Nvidia’s $20 billion AI ‘acqui-hire’ licensing deal with AI Inference startup Groq (no relation to Elon Musk xAI’s Grok AI), is yet another in a chain of similar multi-billion dollar deals this year. These...

Merry Christmas… I hope everyone got the gifts they wanted and their regifts went undetected. I am sure I will be at a mall today because of all my sins. The mall used to be fun, but so did Facebook, Twitter and Instagram. We can’t have nice things! The...

Markets What happens if the stock market drops 30%? (awealthofcommonsense.com) Materials stocks have gone nowhere for three years now. (trendlabs.com) Gold has put Bitcoin to shame this year. (blockworks.co) The case against a stock market...

Behind the scenes David Senra talks with Patrick O’Shaughnessy of Invest Like the Best fame. (podcasts.apple.com) Cameron Passmore and Benjamin Felix talk about how the Rational Remind podcast is made. (rationalreminder.libsyn.com) Some podcasting...

The AI deals thus far in this AI Tech Wave, didn’t even slow down for Christmas. Nvidia announced its own multi-billion dollar AI ‘acqui-hire’ of AI inference company Groq, echoing Meta with Scale AI, Google with Character AI, Microsoft with Inflection and...

Investing Which genius from history would have been the best investor? (ft.com) Seth Klarman looks at Warren Buffett’s long career. (theatlantic.com) Health Dhruv Khullar, “Medicine is undergoing a kind of unbundling.” (newyorker.com) In...

It’s Christmas Day, December 25, 2025. And billions around the worlld are celebrating close time with their loved ones near and far. On this day of closer contemplation of a year almost done, and a week away from celebrating the New Year, I thought it’d...

Markets It’s hard not to get nervous looking at tech stock returns. (morningstar.com) Financial stocks are at an all-time high. (trendlabs.com) A closer look at tech sector valuations. (chartkidmatt.com) Finance Liz Hoffman, “AI may be...