Podcasts Ben Johnson and Julie Willoughby tax advice with Ritholtz Wealth’s Bill Sweet and Bill Artzerounian. (morningstar.com) Thomas Kopelman talks with Mark Cecchini with advice for other advisers. (podcasts.apple.com) Michael Batnick talks with...

Lot of static in the Apple AI Signal of late. In particular. the narrative of Apple’s AI challenges continues to build in this AI Tech Wave. This as companies like Google and Amazon are starting to shake their ‘AI underdog’ narratives in recent...

Happy Sunday… I am starting to think about 2026 as it relates to the markets and investing trends. It is amazing how few things you have to get right to have a good investing year. I know this because like every year I got so many things wrong and yet...

Here’s a preview of what we’ll cover this week:  Macro: PCE Adds Support For December Cut; How’s the Labor Market?; AI Is A Productivity Engine Markets: Growth Vs. Value; The EU’s War On Meta; How Far Can Netflix Drop?; Google Is Catching Up Fast;...

Markets When a company with Time or Warner in the name gets acquired, look out. (ft.com) Be wary of IPOs raising less than $15 million. (barrons.com) Strategy Boring investing still works. (awealthofcommonsense.com) How to consume Wall Street...

Stay in touch Don’t miss a thing! Sign up for our daily e-mail newsletter (abnormalreturns.com) Are you a financial advisor? Every Friday we send a (free) advisor-focused newsletter. (newsletter.abnormalreturns.com) Top clicks this week Excerpts...

The Bigger Picture, Sunday, December 7, 2025 Sibling rivalry is always interesting. In a ‘birds of a feather’ context and more. It’s easy to forget that the two largest US LLM AI companies, OpenAI and Anthropic, came from the founder and employee pool...

Keywords AI, OpenAI, Meta, Apple, Amazon, AWS, technology, product rankings, streaming, Netflix Summary In this episode of AI Ramblings, hosts Michael Parekh and Neil McQuanna discuss the latest developments in AI, including OpenAI’s internal ‘code red’...

Autos Why VW is struggling. (ft.com) The Trump administration wants to roll back fuel efficiency standards. (arstechnica.com) Why you should compare Uber and Lyft prices before booking a ride. (yahoo.com) Five insights from “Life After Cars:...

OpenAI’s ‘Code Red’ on 3rd ChatGPT Anniversary: OpenAI ironically had an internal ‘Code Red’ moment three years after Google’s similar ‘Code Red’ at the end of 2022. It of course occurred three years after the launch of OpenAI’s ChatGPT. The general...