First to Market
Batteries, EVs, and Grids
CHART OF THE DAY GOOD MORNING! Last week we discussed how growth in demand for EVs appears to be slowing (though not disappearing). In that...
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First to Market
How to Play 'What's Old is New Again'
CHART OF THE DAY GOOD MORNING! Demographic trends are often used to forecast consumer trends, but for retailers, the correlation is starting to blur. We've...
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First to Market
It's Getting Crowded in Satellite Space
CHART OF THE DAY GOOD MORNING! Perhaps one of the more eagerly anticipated events for stock markets is the IPO of SpaceX. On Monday, the...
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First to Market
As Amazon and Walmart Converge, Retailers Are Jostling for Elbow Room
CHART OF THE DAY GOOD MORNING! Amazon AMZN -2.20% is scheduled to deliver what will likely be one of the most-watched earnings reports tomorrow after close....
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First to Market
Tesla Leaves the Fast Lane, But the EV Highway Continues
CHART OF THE DAY GOOD MORNING! Those who read Tesla's TSLA -0.21% most recent earnings report (or listened in on its earnings call) might be forgiven...
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First to Market
Big Tech is Losing Its Breath Catching Up With Little Tech
CHART OF THE DAY GOOD MORNING! Earnings results from four of the Magnificent Seven last week showed that Big Tech stocks are trying their hardest...
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First to Market
Buybacks, Trump, and Jesse Jackson
CHART OF THE DAY GOOD MORNING! In the 1990s, the Rev. Jesse Jackson demanded that Nike NKE -0.59% include black representation on its board and partner...
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First to Market
Yen and the Art of Carry-Trade Maintenance
CHART OF THE DAY GOOD MORNING! We've noted recently that the so-called bond vigilantes who seemed to act as a check on the more extreme...
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First to Market
Bond Voyage – Corporate Debt Signals Two Possible Paths Ahead
CHART OF THE DAY GOOD MORNING! Last week, my colleague Hardika Singh wrote about the recent surge in investor demand for corporate bonds citing it...
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First to Market
Whatever Happened to the Lag Seven
CHART OF THE DAY GOOD MORNING! Believers in the Magnificent Seven have had their faith tested in recent months. With four of them reporting earnings...
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