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First to Market
Nvidia Does Some Pruning of Its AI Portfolio Bonsai
CHART OF THE DAY GOOD MORNING! Investors hoping for a preview of Nvidia's quarterly earnings (scheduled to take place in less than a week's time,...
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First to Market
Europe and the U.S. Defense Moat
CHART OF THE DAY GOOD MORNING! A key priority for France's Emmanuel Macron on his current trip to India is to celebrate (and finalize the...
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State Capitalism with American Characteristics Keeps Failing – No Matter the Party
CHART OF THE DAY GOOD MORNING! The experimental "state capitalism with American characteristics" engaged in by both President Trump and former President Biden seems to...
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Americans Are Paying for Tariffs but Impact on Inflation Remains Unclear
CHART OF THE DAY GOOD MORNING! There’s even more research now that suggests that Americans are the ones who bore the burden of tariffs last...
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It’s the Healthcare Sector’s Job Market. We’re All Just Living in It.
CHART OF THE DAY GOOD MORNING! Yesterday’s jobs report led investors to lower their expectations for an interest-rate cut in March because the labor market...
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Alphabet's 100-Year Bond Tells Us Everything We Need to Know About AI Mania
CHART OF THE DAY GOOD MORNING! Alphabet on Tuesday sold a 100-year bond in sterling. Investors' reaction was “shut up and take my money.” The...
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Dow 50,000 And The Goated U.S. Economy
CHART OF THE DAY GOOD MORNING! The Dow Jones Industrial Average crossed 50,000 points Friday and extended that record run Monday by settling at 50,135.87,...
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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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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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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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