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The most important charts and themes in markets and investing, including: 00:00 Intro 00:49 Topics 01:58 Breaking Down the Big, Beautiful Bill 11:18 The Sky's the Limit 16:13 When Do the Chickens Come Home to Roost? 19:38 Waiting for the Cliff's Edge 21:52 From Bullion to Blockchain 24:06 The First $4 Trillion Company 28:41 Another Day, Another Tariff Threat, Another ATH 32:44 Rising Literacy Rates
The most important charts and themes in markets and investing, including: 00:00 Intro 00:53 Topics 02:08 Hotter Than Expected 07:02 No Reason to Cut 13:42 Nvidia vs. Russell 2000 15:47 Another Day, Another Tariff Threat, Another ATH 23:28 Netflix Pricing Power 26:54 Too Big to Fail 28:26 The Condo Crash? 31:33 Rising Real Wages
The most important charts and themes in markets and investing, including: 00:00 Intro 00:54 Topics 02:15 Grumpy Consumer Keeps Spending 04:59 Dimon's Warnings vs. JPM's Reality 09:38 The 2% Inflation Myth 14:12 More Tariff Deals, More All-Time Highs 23:30 Record Concentration at the Top 25:39 Tesla's Troubles, Google's Growth 30:53 Speculative Fever Is Back 36:00 The Most Unaffordable Housing Market in History 40:58 Falling Jobless Claims
The State of the Markets, including... 00:00 Intro 00:32 Stocks 13:00 Bonds/Fed 20:55 Real Estate/Housing 27:29 Commodities 29:29 Currencies 31:58 Crypto 34:28 Intermarket 37:45 Economy
The most important charts and themes in markets and investing, including: 00:00 Intro 00:49 Topics 01:50 The Return of Easy Money 08:35 It's All The Same Trade 12:30 Is the Mag 7 Concentration Justified? 16:57 The Best/Worst of Times in Retail 20:04 Housing Market Flatlines 24:39 Records Are Made to Be Broken
The most important charts and themes in markets and investing... 00:00 Intro 00:21 Topics 00:37 Easy Money Is Back 06:35 Ignoring Inflation 11:48 Jobs Market at Inflection Point 18:37 Easing Into a Mania 25:11 Spending Like There's No Tomorrow 29:50 Higher Real Wages, More Affordable Rents
The most important charts and themes in markets and investing... 00:00 Intro 00:24 Topics 00:58 Back to Easing 09:26 What’s More Bullish: Rate Cuts or Rate Hikes? 14:21 Is the Small Cap Breakout Finally Here? 20:32 Animal Spirits Unleashed 24:53 Another Recession Warning from The Conference Board 28:26 Consumer Confidence Crashes, Consumption Carries On 32:25 Record # of Millionaires
The most important charts and themes in markets and investing... 00:00 Intro 00:19 Topics 01:09 The Fed Has an Inflation Problem 06:38 A Stronger US Consumer Lifting GDP 12:42 Powell on Stock Prices: "Fairly Highly Valued" 18:02 The New Home Discount 23:27 Gold Glitters, Silver Shines 26:33 Foreign Investors Still Buying American Stocks 28:34 150 Years of Human Progress
The most important charts and themes in markets and investing... 00:00 Intro 00:21 Topics 01:21 Markets Are Partying Like It's 1999 08:48 Government Shutdown Won't Stop Spending Spree 16:41 Tesla's Turnaround 18:34 Cooling Labor Market Continues 24:56 Do Home Prices Always Go Up? 29:03 Microsoft: a Safer Credit Than the US Government 31:28 The Egg Price Crash No One Is Talking About
The State of the Markets, including... 00:00 Intro 00:27 Stocks 13:09 Bonds/Fed 21:34 Real Estate/Housing 27:53 Commodities 33:56 Currencies 35:36 Crypto 36:51 Intermarket 41:54 Economy
The most important charts and themes in markets and investing... 00:00 Intro 00:17 Topics 01:02 Playing With Fire 06:55 The Longest Shutdown in History? 08:18 Inflation Hits a 16-Month High 13:33 Paving the Way for a Return to QE 16:37 Hello $38 Trillion 20:18 A Pause in the Gold Rush 22:28 Wall Street's Firing on All Cylinders 23:28 A Buyer's Market in Texas and Florida 25:12 Walmart's Winning Formula
Comments
The most important charts and themes in markets and investing, including:
00:00 Intro
00:49 Topics
01:58 Breaking Down the Big, Beautiful Bill
11:18 The Sky's the Limit
16:13 When Do the Chickens Come Home to Roost?
19:38 Waiting for the Cliff's Edge
21:52 From Bullion to Blockchain
24:06 The First $4 Trillion Company
28:41 Another Day, Another Tariff Threat, Another ATH
32:44 Rising Literacy Rates
Video
Blog
The most important charts and themes in markets and investing, including:
00:00 Intro
00:53 Topics
02:08 Hotter Than Expected
07:02 No Reason to Cut
13:42 Nvidia vs. Russell 2000
15:47 Another Day, Another Tariff Threat, Another ATH
23:28 Netflix Pricing Power
26:54 Too Big to Fail
28:26 The Condo Crash?
31:33 Rising Real Wages
Video
Blog
The most important charts and themes in markets and investing, including:
00:00 Intro
00:54 Topics
02:15 Grumpy Consumer Keeps Spending
04:59 Dimon's Warnings vs. JPM's Reality
09:38 The 2% Inflation Myth
14:12 More Tariff Deals, More All-Time Highs
23:30 Record Concentration at the Top
25:39 Tesla's Troubles, Google's Growth
30:53 Speculative Fever Is Back
36:00 The Most Unaffordable Housing Market in History
40:58 Falling Jobless Claims
Video
Blog
The State of the Markets, including...
00:00 Intro
00:32 Stocks
13:00 Bonds/Fed
20:55 Real Estate/Housing
27:29 Commodities
29:29 Currencies
31:58 Crypto
34:28 Intermarket
37:45 Economy
Video
Blog
Put These Charts on Your Wall (2025 Edition)
Video
Blog
The most important charts and themes in markets and investing, including:
00:00 Intro
00:49 Topics
01:50 The Return of Easy Money
08:35 It's All The Same Trade
12:30 Is the Mag 7 Concentration Justified?
16:57 The Best/Worst of Times in Retail
20:04 Housing Market Flatlines
24:39 Records Are Made to Be Broken
Video
Blog
Video
Blog
The most important charts and themes in markets and investing...
00:00 Intro
00:21 Topics
00:37 Easy Money Is Back
06:35 Ignoring Inflation
11:48 Jobs Market at Inflection Point
18:37 Easing Into a Mania
25:11 Spending Like There's No Tomorrow
29:50 Higher Real Wages, More Affordable Rents
Video
Blog
The most important charts and themes in markets and investing...
00:00 Intro
00:24 Topics
00:58 Back to Easing
09:26 What’s More Bullish: Rate Cuts or Rate Hikes?
14:21 Is the Small Cap Breakout Finally Here?
20:32 Animal Spirits Unleashed
24:53 Another Recession Warning from The Conference Board
28:26 Consumer Confidence Crashes, Consumption Carries On
32:25 Record # of Millionaires
Video
Blog
The most important charts and themes in markets and investing...
00:00 Intro
00:19 Topics
01:09 The Fed Has an Inflation Problem
06:38 A Stronger US Consumer Lifting GDP
12:42 Powell on Stock Prices: "Fairly Highly Valued"
18:02 The New Home Discount
23:27 Gold Glitters, Silver Shines
26:33 Foreign Investors Still Buying American Stocks
28:34 150 Years of Human Progress
Video
Blog
The most important charts and themes in markets and investing...
00:00 Intro
00:21 Topics
01:21 Markets Are Partying Like It's 1999
08:48 Government Shutdown Won't Stop Spending Spree
16:41 Tesla's Turnaround
18:34 Cooling Labor Market Continues
24:56 Do Home Prices Always Go Up?
29:03 Microsoft: a Safer Credit Than the US Government
31:28 The Egg Price Crash No One Is Talking About
Video
Blog
The State of the Markets, including...
00:00 Intro
00:27 Stocks
13:09 Bonds/Fed
21:34 Real Estate/Housing
27:53 Commodities
33:56 Currencies
35:36 Crypto
36:51 Intermarket
41:54 Economy
Video
Blog
The most important charts and themes in markets and investing...
00:00 Intro
00:17 Topics
01:02 Playing With Fire
06:55 The Longest Shutdown in History?
08:18 Inflation Hits a 16-Month High
13:33 Paving the Way for a Return to QE
16:37 Hello $38 Trillion
20:18 A Pause in the Gold Rush
22:28 Wall Street's Firing on All Cylinders
23:28 A Buyer's Market in Texas and Florida
25:12 Walmart's Winning Formula
Video
Blog