First to Market
Is the Housing Cycle Still Vicious?
CHART OF THE DAY GOOD MORNING! Inflation watchers and followers of our work know that though inflation has generally been on a downward trajectory, housing...
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Earnings Daily
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First to Market
Private Commitments
CHART OF THE DAY GOOD MORNING! China owes much of its dominance in the global production of critical metals and minerals to its government's direct...
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Earnings Daily
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Signal From Noise
AI: The New Sovereigns and Agents
In August 2023, as the AI craze was settling in for a sustained surge, _The New York Times_ did a piece on Nvidia. Naveen Rao,...
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Your Weekly Roadmap
Stocks Break Records Ahead of Eventful Week
Good evening, Stocks continued to set new all-time highs this week, including on Friday when the S&P 500 closed at 6,388.64. It was a relatively...
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Featured Research
Washed Out Stocks
