View the video of this post here. Charts that don’t need a PhD to understand. Big-picture thinking without the TV drama. Insights you can actually use. Subscribe to our YouTube Channel HERE for signal over noise. The most important charts and themes...

Here’s a preview of what we’ll cover this week:  Macro: Regional Banks Second A Resilient Consumer; Businesses Are Borrowing Again Markets: Thematics Are Back; Burry is betting on Microsoft; Make A Safe Bet; China’s Berkshire; Owner Of QQQ; The...

Here’s a preview of what we’ll cover this week:  Macro: The Economy Is Still Holding; The Consumer Is Resilient — But Bifurcating; Corporate America Is Both Confident and Cautious; Private Credit: The Noise Is Louder Than the Risk; AI Is Moving From Pilot...

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: Inflation Wasn’t Waiting for Permission; The Private Credit Rot Is Spreading Markets: The Most Contrarian Trade Right Now Is Optimism; Software Is The Odd One Out; The Boring Fintech Nobody...

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)...

Here’s a preview of what we’ll cover this week:  Macro: Physical Oil Is Pricier Than Paper Oil; German Inflation Tells Something; The Housing Trap; UAE Wants To Force Hormuz Open; The Guns & Butter Moment Markets: What’s Up With Markets?; Nvidia...

Here’s a preview of what we’ll cover this week:  Macro: RIP NATO; Trump Ends The Ceasefire; Inflation Bells All The Way Markets: Corrections Can Get Worse; Once The Fog Clears; The Software Paradox; The Boring Business Nobody Is Watching; OpenAI Woes...

View the video of this post here. This week’s post is sponsored by YCharts. YCharts helps advisors create clean, client-ready visuals that clearly show portfolio positioning, allocations, and how decisions align with long-term goals. Build...

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...