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Endless Wars and Endless AI …How I Am Following Along
Howard Lindzon Howie Town
Join us in May for The Cashtag Awards at The NYSE Good morning everyone… Before I get started I wanted to welcome all the new readers to my newsletter. Do tell your friends. For those new here I do a weekly podcast now called the Howard Lindzon show you...
1 day ago
5 MIN READ
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Sunday links: stunted growth
Tadas Viskanta Abnormal Returns
Markets The stock market doesn’t know more about war than anyone else. (tker.co) Domestic fertilizer makers are cashing in on the Iran war. (ft.com) You can’t ignore the news, you can only manage it. (awealthofcommonsense.com) IPOs...
1 day ago
3 MIN READ
How does the Iran conflict play out from here?
How does the Iran conflict play out from here?
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Iran conflict; Are We Transitioning to an Inflationary Regime?; Trump, Iran And Uranium; Solving Cem’s Puzzle; The Low-Income Consumer Signal Markets: Dislocated Quality; What Dictates Asset...
1 day ago
26 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Also on the site Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com) Don’t miss a thing! Sign up for our daily e-mail newsletter. (abnormalreturns.com) Top clicks this week...
1 day ago
1 MIN READ
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Saturday links: the solar solution
Tadas Viskanta Abnormal Returns
AVs AVs are racing ahead of regulators. (axios.com) Uber ($UBER) and Rivian ($RIVN) made a deal for 50,000 robotaxis. (engadget.com) A first hand account of Tesla ($TSLA) FSD gone wrong. (theatlantic.com) PJ Vogt on the rich history of the development...
2 days ago
5 MIN READ
AI: Weekly Summary. RTZ #1032
AI: Weekly Summary. RTZ #1032
Michael Parekh AI: Reset to Zero
Nvidia GTC 2026 Trillion+ $ AI Roadmap: Nvidia rolled out an unexpectedly super-sized AI product roadmap at its 2026 GTC, flanking most competitive prospects in the near term. Founder/CEO Jensen Huang’s detailed Keynote had a dense, deep and diverse array...
3 days ago
7 MIN READ
Is It Too Late Too Panic?
Is It Too Late Too Panic?
Howard Lindzon Howie Town
TGIF… Last week I wrote ‘is it time to panic’? My thesis is if you must panic, panic first. The week is now over and while the markets continue lower, it seems like today was still a good day to ‘panic first’. I started getting calls today from some of...
3 days ago
4 MIN READ
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Friday links: overhauling your portfolio
Tadas Viskanta Abnormal Returns
Strategy Big portfolio changes are hard to reverse. (wsj.com) How your strengths and weaknesses as an investor relate. (microcapclub.com) Private assets Goldman ($GS) and JPMorgan Chase ($JPM) are offering hedge funds ways to bet against the private...
3 days ago
2 MIN READ