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...

View the video of this post here. “The stock market is a device for transferring money from the impatient to the patient.” – Warren Buffett Everyone wants to get rich quick. Buffett got rich by being patient. Subscribe to our YouTube channel for...

Here’s a preview of what we’ll cover this week: Macro: Retail Sales Surprise; Who pays for Tariffs; Market: Banks Report Strong Earnings; TSMC shines Recognition The False Promise of 1% If short-term rates go to 1%, here’s what to expect. – A Repeat...

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: OPEC may pause; China risk is fading; No Recession in Sight Market: Discretionary rotation; Momentum is breaking; Thematic Exposure; TSMC’s Remarkable Revenue Growth AI: Distribution as a moat;...

View the video of this post here. Join me for a fast-paced, 30-minute webinar with YCharts on Wednesday, July 9th where we’ll break down the key market shifts from the first half of the year—and what they mean for investors going forward. We’ll cover...

Here’s a preview of what we’ll cover this week: Macro: There is No Neutral Rate; Where is Inflation post-Tariffs? Market: US Indices at ATH – What’s Next, Rise of the Super Apps  AI: AI Diagnostics Co-pilot Use Case Happy Independence Day This Fourth...

View the video of this post here. Special Offer for Week in Charts Readers Get a FREE Wealth Path Analysis from Creative Planning Wondering if you’re truly on track to meet your financial goals? Our complimentary Wealth Path Analysis covers it all:...