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...

View the video of this post here. Over the last 30 years, the purchasing power of the US Consumer Dollar has been cut in half due to inflation. At the same time, the S&P 500 has gained 789% (7.6% per year) AFTER adjusting for inflation. Why you need...

Here’s a preview of what we’ll cover this week:  Macro: AI Will Make Human Labor More Valuable Markets: Why Bubbles Are Inevitable; The Way to Make Money 1H 2026?; GPUs Are Still In Demand; Private Credit and OpenAI; AI vs. Software; TransUnion: Quality at...