🏎️ Ferrari Has Been Crushing Dollar General: Here’s What That Tells You

By: Stephane Renevier, CFA

🚨IS THIS THE BIGGEST CONCENTRATION BUBBLE IN HISTORY?🚨

By: Charles-Henry Monchau, CFA, CMT, CAIA

Expected Long-Term Earnings Growth

By: Topdown Charts

JOLTS total non-farm payrolls miss, falling to 7.673m versus 8.10m expected, confirming the US labor market has continued softening as the US Fed has remained "higher for longer".

By: Oliver Loutsenko

The Great Martis: Buffett is sitting on a mountain of cash for a reason. This is the most overvalued market in history. The median sits 63% lower.

By: Subodh Warekar

The S&P 500 has consistently outperformed the Euro Stoxx 50. But what’s driving this? Here are some ideas.

By: James Eagle

"Collectively, [hyperscalers] spent $52B in 2Q, +54% YoY (vs. +30% in 1Q), marking the first quarter of a multi-year AI investment cycle."

By: Daily Chartbook

Amazing...

By: Charles-Henry Monchau, CFA, CMT, CAIA

Politicians want to use federal land to build more homes. Would it move the needle?

By: Lance Lambert

Cash holdings of S&P500 companies has reached a low in July 2024, just slightly above 2008’s low.

By: Ryan Lemand, PhD