View the video of this post here. This week’s post is sponsored by YCharts. Mention Charlie Bilello to receive a free trial and 20% off your subscription when you initially sign up for the service. Click here to view my live show with YCharts...

Here’s a preview of what we’ll cover this week: Macro: Nike and Vietnam: A Case Study, Powell Isn’t Budging, Retail Investors vs. Professional Investors Market: The End of the Safe Haven Trades AI: Amazon Scales Up AI Infrastructure, Meta Commits $1B to...

View the video of this post here. The US Inflation rate has been moving down and the Fed is expecting it to remain near their target of 2% over the next few years. Which asset classes have performed best when inflation is tame? Get the latest research...

View the video of this post here. This week’s post is sponsored by YCharts. “Sell in May and go away.” “Timing the market is the key to success.” “Now is the wrong time to invest.” We hear these classic investing myths all the time and many believe...

Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes in markets. The Week in Charts Newsletter is one of most popular financial newsletters in the world. Sign up here for free right now. — US...

View the video of this post here. This week’s post is sponsored by YCharts. As tax season wraps up, many advisors shift from filing conversations to decision-making: what to do with cash, how to adjust portfolios, and how to communicate next steps...

Here’s a preview of what we’ll cover this week:  Macro: Who is Bearing The Tariff Impact?; Labor Market Revisions Validate a Cooldown Markets: How is The Investor Sentiment?; Oracle’s Meteoric Surge; Consumer Discretionary Ideas Are In Play Digital...

Join tens of thousands of investors in receiving the weekly letter with the most interesting charts and themes in markets. The Week in Charts Newsletter is one of most popular financial newsletters in the world. Sign up here for free right now. __ The...

Here’s a preview of what we’ll cover this week:  Macro: Fed’s Bullish On The Economy; Watch the Long End Markets: Still a Bull Market; Time For Mainstream Ideas; The Ignored Value; Out Of Semis Into Software; Google Is Expanding; Disney And OpenAI...

View the video of this post here. The US CPI Inflation Rate has moved down to 2.4% and the Fed is expecting it to remain near their target of 2% over the next few years. Historically, which asset classes have performed best when inflation is “in range?”...