Turning complex markets into simple pictures.
Oct 6, 2026
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1 min read
Breaking Down Q4 in a Midterm Year.
Sep 29, 2026
It's about where the negative breadth is coming from.
Sep 22, 2026
You have to see this one.
Sep 14, 2026
2 min read
But the signal isn't in the essay itself.
Sep 8, 2026
Here's what's happening below the surface
Aug 24, 2026
71% growth, but it's the base that matters.
Aug 17, 2026
These earnings figures are mind-blowing.
Aug 12, 2026
Investors are paying less for earnings. Not more.
Jul 28, 2026
2026's tape officially killed the phrase.
Jul 21, 2026
People are craving an earlier version of the world.
Jul 13, 2026
3 min read
PLUS: How accurate are Wall Street analysts?
Jun 30, 2026
Plus: we are all colored by our own experience
Jun 18, 2026
Plus: Warsh is giving me CMT Vibes.
Jun 5, 2026
Finding the data that's worth painting.
Jun 2, 2026
A Reddit thread can't add $400B to Micron in two weeks.
May 26, 2026
Plus: Nvidia has a size problem.
May 19, 2026
ChatGPT Changed Everything
May 11, 2026
How many exist today?
May 1, 2026
This chart killed it.
Apr 28, 2026
Four charts to prove it.
Apr 21, 2026
3 charts to answer the question.
Apr 14, 2026
The losers and winners just traded places.
Apr 7, 2026
4 min read
And the golden nuggets I've stored away.
Mar 27, 2026
Hint: it has nothing to do with earnings.
Mar 24, 2026
Median PEG Ratio by Sector
