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The Week in Charts (7/27/26)
Charlie Bilello Charlie Bilello
View the video of this post here. AI is supposed to save advisors time – not become another tab to manage. That’s why YCharts built Y, an AI agent that works directly inside the platform advisors already use. Y can analyze portfolios, compare...
3 days ago
5 MIN READ
Is the CapEx Sustainable?; Google Breakdown
Is the CapEx Sustainable?; Google Breakdown
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Bread and Synchrony Confirmed Consumer Strength Markets: High Expectations; When Will Semiconductors Bottom?; We Are In A Rotation; The Bull Market Remains Intact; Plenty of Worry. Plenty of Cash;...
5 days ago
24 MIN READ
The State of the U.S. Consumer; China's Kimi Model
The State of the U.S. Consumer; China's Kimi Model
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: The American Consumer; Credit Quality Stays High; Deal Flow Is Soaring At Record Pace; The Fed Can Afford to Wait. Markets: A Brick in the Road; Momentum Was Due for a Time-Out; The Magnificent Seven...
2 weeks ago
27 MIN READ
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The Week in Charts (7/14/26)
Charlie Bilello Charlie Bilello
View the video of this post here. Managing your wealth involves much more than choosing investments. Creative Planning brings financial planning, investment management, tax strategy, estate planning and insurance together under one roof, with a dedicated...
2 weeks ago
5 MIN READ
Microsoft vs. Microstrategy
Microsoft vs. Microstrategy
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: Don’t Bet Against The US Consumer Markets: The Rotation Is Not Over; What Would Cause Me To Go Bearish; Consumer Discretionary: The Worst Is Priced In; Microsoft Is Cutting Out the AI Middleman;...
3 weeks ago
21 MIN READ
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The State of the Markets (July 2026)
Charlie Bilello Charlie Bilello
View the video of this post here. This week’s post is sponsored by YCharts, a powerful investment research platform that helps advisors analyze markets, compare securities, and create compelling client visuals. Learn more and get 20% off your initial...
3 weeks ago
4 MIN READ
The American Bicentennial
The American Bicentennial
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: 250 Years, and Still Flourishing; The Jobs Report Markets: The Great Semis Unwind Has Begun; The AI buildout Needs a Power Cord; The Compliance Gene Lumida Curations: Dylan Patel on Why Nvidia Is...
4 weeks ago
19 MIN READ
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The Week in Charts (7/1/26)
Charlie Bilello Charlie Bilello
View the video of this post here. Subscribe to our YouTube channel HERE for weekly videos breaking down the most important charts, trends, and investing lessons. Helping you separate the signal from the noise. The most important charts and themes in...
4 weeks ago
5 MIN READ
The Aftermatch of the SpaceX IPO
The Aftermatch of the SpaceX IPO
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: The Bottom Half Is on a Tear; Inflation’s Third Wave Is Already Breaking Markets: The June Swoon; The Rotation Is Underway; Bull Markets Are Born On Pessimism; What Happens If Data Center...
1 month ago
24 MIN READ
The Aftermath of the SpaceX IPO
The Aftermath of the SpaceX IPO
Ram Ahluwalia Lumida Ledger
Here’s a preview of what we’ll cover this week:  Macro: The Bottom Half Is on a Tear; Inflation’s Third Wave Is Already Breaking Markets: The June Swoon; The Rotation Is Underway; Bull Markets Are Born On Pessimism; What Happens If Data Center...
1 month ago
24 MIN READ