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: The US Economy Shows Resilience Markets: How Is September For Markets?; NVIDIA’s Earnings Reaction Wasn’t Like-NVIDIA; Alibaba- Filling the NVIDIA Void; Small Caps In Action Digital Assets: FIS Bets...

Here’s a preview of what we’ll cover this week:  Macro: Jackson Hole, and What to expect now?; How is the Labor Market?; Inflation expectations are high, but wrong Markets: How Markets React To Jackson Hole; Value stocks > Growth Stocks – This...

View the video of this post on YouTube here. This week’s post is sponsored by YCharts. Markets don’t move in straight lines, and 2025 has been a masterclass in that. That’s why I partnered with YCharts to create a visual breakdown of the most important...

Here’s a preview of what we’ll cover this week:  Macro: Housing: Melting up against Odds; U.S. Fiscal Mess Meets Private Equity Turnaround Markets: Markets are Funny; 13Fs Season Is Here; Energy on a tentative recovery; Multiples Aren’t Apples to Apples AI:...

View the video of this post here. “The first rule of compounding is to never interrupt it unnecessarily.” – Charlie Munger Subscribe to our YouTube channel for long-term trends, rational thinking, and timeless principles. This is a special edition of the...

Here’s a preview of what we’ll cover this week:  Market: Positive Sentiment In Utilities; Global Rates Decline Markets: Labor Supply is Squeezing; Credit Markets Signal Confidence; Dining Demand Holds; Ad Markets Are Growing AI: GPT 5 is Here ...

Here’s a preview of what we’ll cover this week:  Market: NFP Report; Sell-offs after Earnings; Anti Doom’s Trade; Weak Animal Spirits  Digital Assets: SEC Atkins embraces crypto; Is Jack Dorsey Satoshi Nakamoto? Lumida Curations: Chinese AI Models Dominate...

View the video of this post here. This week’s post is sponsored by YCharts. Markets don’t move in straight lines, and 2025 has been a masterclass in that. That’s why I partnered with YCharts to create the 2025 Halftime Report deck: a visual breakdown of...

Here’s a preview of what we’ll cover this week: Macro: Still No Signs of Recession Anywhere; What contrarian looks like Market: Google Beats; Ziff Davis is Mispriced Crypto: Stablecoins vs. Interchange; Bitcoin won’t get past $125K in the...