Here’s a preview of what we’ll cover this week:  Macro: AI Will Make Human Labor More Valuable Markets: Why Bubbles Are Inevitable; The Way to Make Money 1H 2026?; GPUs Are Still In Demand; Private Credit and OpenAI; AI vs. Software; TransUnion: Quality at...

View the video of this post here. Weekly chart breakdowns. Big-picture market themes. Actionable insights. Subscribe to our YouTube channel HERE to separate the signal from the noise. The most important charts and themes in markets and investing… 1) A...

Here’s a preview of what we’ll cover this week:  Macro: Costco Seconds A Healthy Economy Markets: Strategic vs. Tactical; Time To Leave Oilfield Services; No One Left To Sell; Cheap, Cash-Generative, Ignored; Oil and The Geopolitical Spike; THE...

View the video of this post here. This week’s post is sponsored by YCharts. Private equity, private credit, and real assets now represent a meaningful slice of many portfolios, but evaluating them alongside public markets isn’t simple. YCharts now...

Here’s a preview of what we’ll cover this week:  Macro: How’s The Economy? Markets: The AI Apocalypse Trade; Morningstar: The AI Fear Is Wrong Here; Nvidia And Datacenters; Druckenmiller Is Non-consensus; The Two Most Important Charts Lumida...

Here’s a preview of what we’ll cover this week:  Macro: Walmart Stays Constructive On Economy; Trump Wants Tariffs Markets: Midterm Risk; Software Is Value?; Antero Resources: The Energy Play; CLAUDE: Sovereign AI Is Here; Robinhood Ventures Lumida...

Here’s a preview of what we’ll cover this week:  Macro: How’s The Economy? Markets: There Were Signs; The AI Apocalypse Trade; Hubspot Earnings; Investors Are Positioning For Cash; More Trouble For OpenAI; WSJ is the contrarian Indicator; The Bubble...

View the video of this post here. This week’s post is sponsored by YCharts. YCharts helps advisors research faster, visualize market data clearly, and turn complex portfolio questions into client-ready insights. Advisors using YCharts report saving...

Here’s a preview of what we’ll cover this week:  Markets: Zoom Out; Growth To Value Continues; The Bubble In Venture Capital; Databricks Wants To IPO; GS: Software Is The New Newspaper; How Does OpenAI Compete With Google?; 2026: The Trough For Managed...

Here’s a preview of what we’ll cover this week:  Macro: Powell Agrees To An Expanding Economy; Weaker Dollar Is A Markets’ Tailwind Markets: Meta: Non-Consensus Alpha; Microsoft Was Misunderstood; Amazon: A White Knight For OpenAI?; Winner of CapEx...