Turning complex markets into simple pictures.
Dec 10, 2025
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5 min read
How Strategist Targets Stacked Up Against Reality
Dec 4, 2025
3 min read
No other sector even comes close.
Nov 25, 2025
2 min read
8 Sectors Saw Valuations Fall.
Nov 20, 2025
1 min read
2025's gains are a byproduct of strong earnings growth.
Nov 11, 2025
Corporate America is crushing.
Nov 10, 2025
Investors are rewarding big spenders.
Nov 6, 2025
It's hysterical how much money these companies make.
Oct 8, 2025
Gold is outperforming Bitcoin YTD
Oct 6, 2025
More Gains Would Be Normal
Sep 22, 2025
Reasons Follow Later.
Sep 16, 2025
On The Inevitability of Bear Markets
Sep 4, 2025
You can't ignore the sector leadership.
Sep 2, 2025
I have a chart to show you.
Aug 27, 2025
Earnings are outpacing the stock price.
Aug 25, 2025
4 min read
And why I respect price.
Aug 15, 2025
Beware of P/E Tunnel Vision
Aug 12, 2025
One of my favorite charts right now
Aug 11, 2025
Q2 Earnings Are Nearly Quadrupling Preseason Estimates
Aug 7, 2025
Yes, and I have three charts to prove it.
Aug 1, 2025
This scatter plot shows it.
Jul 30, 2025
Given its inflation rate, not really.
