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Meet The Fed Chair Contenders: Kevin and Also Kevin
CHART OF THE DAY GOOD MORNING! The race for who’ll become the central bank chair for the world’s largest economy was rearranged again, and in...
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First to Market
Americans Are Eating More Costco Pizza and Pies Than Ever. What That Tells Us About The Economy.
CHART OF THE DAY GOOD MORNING! Costco’s pizza and pies are selling like hotcakes recently, but its stock still slipped. That tells us everything we...
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Just Cause It’s Expensive Doesn’t Mean You Shouldn’t Buy It
CHART OF THE DAY GOOD MORNING! Fundstrat Head of Research Tom Lee published his 2026 market outlook yesterday, estimating that the S&P 500 could rise...
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First to Market
Fed Pencils In Higher Economic Growth Next Year With Lower Inflation. How?
CHART OF THE DAY GOOD MORNING! The big takeaway from yesterday’s Federal Reserve meeting is that economic growth could be the main character in 2026,...
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All Eyes on What Groundwork Powell’s Laying For The Next Fed Chair
CHART OF THE DAY GOOD MORNING! Few will care about the magnitude of the Federal Reserve’s interest-rate cut this afternoon. Instead, investors and strategists will...
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Netflix Might Lose To Paramount In Its Warner Bros. Acquisition
"_There's only one way to succeed in this business. Step on those guys. Gouge their eyes out. Trample on them. Kick them in the balls....
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Nvidia's Enviable Problem
CHART OF THE DAY GOOD MORNING! The bear case against Nvidia is based in large part on Nvidia's increasingly expanding roster of investments in various...
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Trump's Tiny Tots Nest-Egg Plan Could Tickle the Finance Sector
CHART OF THE DAY GOOD MORNING! The White House's so-called Trump Accounts, which were approved as part of the president's One Big Beautiful Bill legislation,...
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With Airbus Stumbling, Is It Boeing's Turn to Take Off?
CHART OF THE DAY GOOD MORNING! It's to the credit of Airbus that its executives did not engage in any public gloating, even subtly, after...
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Non-U.S. AIs Seek Open-Weight Advantage in Market-Share Matchup
CHART OF THE DAY GOOD MORNING! The French AI startup Mistral has just released its latest large language model, Mistral Large 3. Mistral has chosen...
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