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...

Here’s a preview of what we’ll cover this week:  Macro: Accelerating Growth and Labor Resilience; The Reality Behind Slowing Wage Growth; Shifting Away From The US; DAVOS: REALPOLITIK IS BACK Markets: Software Is The New Restaurants; The Gains Were Due...

View the video of this post here. This week’s post is sponsored by YCharts. What Are THE Most Important Charts to Watch in 2026? Join me and YCharts for a live show on January 27 as we break down what history, fundamentals, and global market trends...

Here’s a preview of what we’ll cover this week:  Macro: The Economy Is Resilient; The Consumer Is Strong; Corporate Confidence is Solid; AI Is Becoming A Real Efficiency Engine Markets: GPUs Aren’t iPhones; The Attention Asset With A Solid Story;...

Here’s a preview of what we’ll cover this week:  Macro: Fed Rate-Cut Remorse Is Creeping In; Did Rate Cuts Affect the Labor Market?; Did Rate Cuts Affect the Labor Market?; Did Rate Cuts Affect the Labor Market? Markets: TechnipFLP – The Upstream...

View the video of this post here. Get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2026 and beyond. Creative Planning is proud to provide comprehensive wealth management services to clients in all 50 states...

Here’s a preview of what we’ll cover this week:  Macro: The Misconception Around Labor Market Markets: Lumida’s 2026 Stock Picks; Is Goldilocks Priced In? Digital Assets: Stablecoins Aren’t Eating Banks—Yet Lumida Curations: The Mag 7’s Grip Is...

Here’s a preview of what we’ll cover this week:  Macro: Economy Is Strong Heading Into 2026; Productivity Is The Missing Variable Markets: Why did Nvidia buy Groq?; Bullish On Markets; The Bubble In OpenAI’s 70% Gross Margins; Coupang Call Paid...

View the video of this post here. https://youtube.com/watch?v=Velr0FABx0Y%3Fsi%3DaUTlfGCCfCpUebhO This week’s post is sponsored by YCharts. Is the AI Boom the Next Dot-Com Bubble? Watch a replay of our live show on this question (YouTube) and download...

Here’s a preview of what we’ll cover this week:  Macro: US Economy Stays Steady; Labor Market Is Cooling; Is Automation Replacing Workers? Markets: Everyone Is In Markets; Exploiting the Low-Beta Anomaly; Cruise Line Names Shined This Week; Coupang-...