Sometimes it’s worth hearing common sense words at a time of globally anxiety driving hype from someone whose peers are spreading said doomer hype. Sometimes the better answers are in the middle. I’ve written about the common sense AND candid words by AI...

The frame running through every item today: AI FDEs go from engineers to entities. The Forward Deployed Engineer (FDE), and other Employees,— popularized at Palantir, then adopted across the AI-native frontier vendors — was the early manifestation of how...

Strategy International stocks are finally having a moment. (morningstar.com) On the hunt for 100-baggers. (downtownjoshbrown.com) Alternatives What the big alternative asset managers are saying about Q1. (altgoesmainstream.substack.com) Does PE belong in...

Podcasts Dave Nadig talks AI and authenticity with Brian Portnoy of Shaping Wealth and Zach Conway of Seeds. (etf.com) Ben Carlson talks with Joe Mallen,⁠ CEO of Modelist to discuss how financial advisors can scale their investment process while...

The current geopolitical dynamics between the US and China are making a lot more AI things possible for Huawei in its home country, the second largest AI market in the world. I outlined yesterday how the US/China geopolitical dynamics are increasing...

Markets Tech stocks are outrunning their earnings. (chartkidmatt.com) The AI trade is booming, so is degneracy. (howardlindzon.com) Are markets complacent about cybersecurity risks? (tker.co) ETFs On the risks of autocallable ETFs. (wsj.com) The more...

Here’s a preview of what we’ll cover this week:  Macro: Powell’s Last Stand; AI Is Creating Employment Markets: S&P 500 at 8500 in 2026?; The Superbowl Of Earnings; Meta: The CapEx Panic Is The Opportunity; Microsoft: The OpenAI Discount;...

Also on the site Life is existential uncertainty. Make sure you enjoy it while you can. (abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (newsletter.abnormalreturns.com) Are you a financial advisor? Every Friday we...

Good morning everyone… I have been in New York City all week working. And eating. I have not been in a writing mood because of my mangeled index finger. While it is definitely healing and quite a miracle, time seems to be standing still on the finger...

The Bigger Picture, Sunday, May 3, 2026 Regular AI-RTZ readers and ARD podcast listeners know that I’m in the Jensen Huang camp of balancing US/China realities rather than either side taking their marbles and going home. Especially when it comes to AI...