Turning complex markets into simple pictures.
Jan 27, 2026
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4 min read
You versus the voice inside your head.
Jan 20, 2026
Last time I showed you large caps. Today I'll show you smalls.
Jan 7, 2026
It's not about “narrow leadership” anymore.
Dec 30, 2025
3 min read
How Stocks Positioned at the End of 2024 Actually Performed In 2025
Dec 23, 2025
AI Hammers Looking For Tech Bubble Nails
Dec 10, 2025
5 min read
How Strategist Targets Stacked Up Against Reality
Dec 4, 2025
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
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.
