Charts of the Week
Apr 1, 2024
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15 min read
Growing infrastructure investing and government debt, European equity focus, and more
Mar 24, 2024
1 min read
A look at the global economy and investment opportunities
Mar 12, 2024
Feb 29, 2024
Hedge Funds are Selling What Retail is Buying
Feb 20, 2024
Is the Stock Market in a Giant Bubble?
Jan 21, 2024
11 min read
Extreme Positioning, A Big Bet on VIX, Empire State Implosion, Freightflation and China's Kerfuffle
Jan 3, 2024
8 min read
Central Banking, Inflation, Market Concentration, a Look Back at 2023 and the Great Divide
Dec 26, 2023
Options, Seasonality, Flows, Housing, Rates and Energy
Dec 15, 2023
Record OpEx, Small Caps Surge, Stretched Market, Peak Seasonality Coming
Dec 8, 2023
Has the Fed’s hiking cycle peaked?
Nov 30, 2023
9 min read
The Fearless Market
Nov 23, 2023
6 min read
The Magnificently Concentrated Seven
Nov 15, 2023
A look at Disinflation, Credit, Divergences and China's Economy
Nov 7, 2023
7 min read
Tech, Rates, Earnings, and Econometrics: What We're Seeing
Oct 31, 2023
A Curated Collection of Intriguing Charts
Macro Morsels
+1
Oct 24, 2023
Rates, Valuations, Housing and the "Bull" Market
Oct 17, 2023
New Day, Same Great Charts!
