Must Reads

Most stock-picking pros underperformed in 2024's market rally 🫤

New data confirms this persistent trend 📊

Mar 4 •

The most important Latin phrase in investing 📜

Plus a charted review of the macro crosscurrents 🔀

Feb 16 •

Analysts, companies, and their complicated relationship with earnings estimates 🤝

Plus a charted review of the macro crosscurrents 🔀

Feb 2 •

8 chaotic scatterplots — and the bullish quality they all share 🐞

Plus a charted review of the macro crosscurrents 🔀

Jan 19 •

Goldman Sachs: 'There is no evidence of mean reversion in equity valuations' 🤯

Just because you can calculate an average doesn't mean it'll have a gravitational pull🤦‍♂️

Jan 15 •

The stock market usually goes up 📈

But keep in mind that 'usually' does not mean 'always' ⚠️

Jan 1 •

9 evergreen investor lessons from 2024 📜

Plus a charted review of the macro crosscurrents 🔀

Dec 22, 2024 •

Investing in the stock market is an unpleasant process 📉

Prices moves can get unsettling — which would be typical of markets ⚠️

Dec 19, 2024 •

Three observations about uncertainty in the markets 😟

There's always risk. But what's priced in? 🤔

Dec 17, 2024 •

A high P/E is not a stock market sell signal ⚠️

Plus a charted review of the macro crosscurrents 🔀

Dec 15, 2024 •

Wall Street's 2025 outlook for stocks 🔭

Plus a charted review of the macro crosscurrents 🔀

Dec 8, 2024 •

How the S&P 500 quietly becomes bigger than 500 companies 🤝

A coming M&A boom could mean S&P companies add a lot of businesses 💼

Dec 4, 2024 •

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