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Friday links: witnessing reality
Tadas Viskanta Abnormal Returns
Strategy Our brains weren’t built for investing. (safalniveshak.com) The small cap bounce back will make stock picking fun again. (scheplick.com) Fund management Is Vanguard, and by extension Blackrock ($BLK), getting too big for its own...
9 months ago
2 MIN READ
Software Tech Wreck, CVS and Aetna
Software Tech Wreck, CVS and Aetna
Ram Ahluwalia Lumida Ledger
Welcome back to the Lumida Ledger. If you find this valuable, we’d greatly appreciate you sharing it far & wide with your network. That’s how we grow and keep the content free to read. Here’s a preview of what we cover this week: AI: Intelligence...
11 months ago
23 MIN READ
✍️ Maverick Charts & Markets – January 2024 Edition #14
✍️ Maverick Charts & Markets – January 2024 Edition #14
Dear all, greetings from Vienna and just like last time from the Austrian National Library. This time around with the day time view, while in case you missed the night time view that came with the research piece from last week, you can easily give it a...
1 year ago
12 MIN READ
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Top clicks this week on Abnormal Returns
Tadas Viskanta Abnormal Returns
Top clicks this week Sam Ro, “The stock market does not price in what’s going on today. It’s pricing in what’s expected in the weeks, months, and years ahead.” (tker.co) Ten insights from Barry Ritholtz’s new book “How Not to...
4 weeks ago
1 MIN READ
Momentum Monday – Does The Bounce Continue?
Momentum Monday – Does The Bounce Continue?
Howard Lindzon Howie Town
As a reminder, MarketSurge (by Investor’s Business Daily) is now a sponsor of the weekly show. All the charts you have been seeing in the videos and will continue to see are from MarketSurge. They are offering my readers 2 months for $59.95 – save...
3 days ago
4 MIN READ
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Monday links: volatility spikes
Tadas Viskanta Abnormal Returns
Companies Nvidia ($NVDA) is planning to build its first factories in the U.S. (venturebeat.com) With a recession in sight, companies are pulling back on office leasing. (wsj.com) Trading Crypto platform Kraken is rolling out equity trading....
3 days ago
2 MIN READ
AI: Decision time nears on DC AI Policies. RTZ #660
AI: Decision time nears on DC AI Policies. RTZ #660
Michael Parekh AI: Reset to Zero
The Bigger Picture, March 16, 2025 The time for the Trump administration to outline its differentiated policies on AI vs the Biden Administration is here. And of course actions for the new Congress to follow. As I highlighted on Saturday, both Google...
1 month ago
4 MIN READ
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The Week in Charts (4/14/25)
Charlie Bilello Charlie Bilello
View the video of this post here. In times of market uncertainty, staying informed and focused is more important than ever. At Creative Planning, we’re here to help you navigate today’s volatility with clarity, confidence, and a plan that aligns with...
3 days ago
5 MIN READ
Next-Gen Last Mile Logistics…
Next-Gen Last Mile Logistics…
Godspeed Godspeed
Happy Tuesday! The Dallas – Fort Worth metro area has become a launchpad for innovative logistics. Earlier this month, Serve Robotics initiated operations in partnership with Uber Eats. Last week, Zipline’s drone delivery service made its debut in...
2 days ago
1 MIN READ
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Tuesday links: the diversification dilemma
Tadas Viskanta Abnormal Returns
Retail Are retail investors going to aggressively buy the dip? (sherwood.news) Another reason why 0DTE options volume is surging. (sherwood.news) Strategy With the U.S. dominating global equity markets it is harder now to diversify. (on.ft.com) If you need...
1 month ago
2 MIN READ