July 2026 The S&P 500 returned -0.06% last month. (on.spdji.com) How major asset classes performed in July 2026. (capitalspectator.com) Rates Treasury rates aren’t heading meaningfully lower absent a recession. (mrzepczynski.blogspot.com)...

Today’s theme is borrowed from evergreen daytime television. ‘As the World Turns’. Adapted today to ‘As the World of AI Turns’. The original ‘soap opera’ ran on CBS for fifty four years. And the reason I am borrowing it today, is that it weaves through...

Podcasts Christine Benz and Amy Arnott talk with Ryan Frederick, about the intersection of place and healthy longevity. (morningstar.com) Frazer Rice talks with Marguerite Lorenz about the job of a trustee. (youtube.com) Ben Carlson talks with Bob Pozen...

Today’s discussion is around what I’ve long described as ‘Forever Problems’ in this AI Tech Wave, ‘AI Hallucinations’ and ‘Prompt Injections’. Two technical problems with probabilistic AI models that are very different vs the traditional computing...

Markets Bank stocks are rallying. (trendlabs.com) How Japan’s stock market has changed over time. (apollo.com) In this market, big stocks are making really big moves. (awealthofcommonsense.com) Strategy On the limits of financial modeling. (tker.co)...

Here’s a preview of what we’ll cover this week:  Macro: Fed Backs The US Economy; Inflation Is Still the Problem Markets: Markets Finish Higher as Leadership Flips; How Is The Earnings Season?; Microsoft: Please Don’t Associate Me With OpenAI; OpenAI:...

Happy Sunday… I am excited to share the new Stocktwits MCP with the world. Get is here. The MCP allows you to turn Stocktwits inside/out and ask/prompt anything about who, what, when, where and why on Stocktwits. For those that want MORE IDEAS with...

Stay in touch Work in wealth management? Sign up for our exclusive Talking Wealth newsletter. (talkingwealthpod.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Top clicks this week The Mag 7 era for markets...

The Bigger Picture, Sunday, August 2, 2026 The next thing the frontier AI labs are selling is time. Not smarter answers in a second. Longer runs. Agents that keep working for hours, then days, then weeks, even months. OpenAI previewed a model family...

Autos Ford ($F) wants buyers to customize their vehicles. (cnbc.com) These drivers go out of their way to avoid new tech. (wsj.com) What it’s like to drive the Slate Truck. (engadget.com) We need AV data from more companies than just Waymo....