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Forget the Trump and Fed Put. How About the Nvidia Put?
CHART OF THE DAY GOOD MORNING! I know we are all well aware that our lives hang on the success and failure of Nvidia, but...
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Who Benefits From The K-Shaped Economy
CHART OF THE DAY GOOD MORNING! Walmart shares ended up as the star yesterday over Nvidia’s blowout quarter in a surprising twist of market luck. ...
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Nvidia’s Everything Everywhere All At Once
CHART OF THE DAY GOOD MORNING! All I wanted for Christmas was for Nvidia’s third quarter earnings to reaffirm the AI bull run. It seems...
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Is Alphabet Looking to Eat ChatGPT’s Lunch With Its Gemini 3 Update?
CHART OF THE DAY GOOD MORNING! After a year long stumble, Alphabet seems to no longer be going through a personality crisis in the age...
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First to Market
A Different Kind of Prime Rate (or, Getting to the Meat of the Issue)
CHART OF THE DAY GOOD MORNING! Like many on Wall Street, we typically follow the "core" versions of inflation metrics (CPI, PPI, PCE) – metrics...
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What Happens When We Forget Bad Times?
CHART OF THE DAY GOOD MORNING! One of the key arguments made by bears lately for why the AI trade can’t keep going is that...
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