Must Reads

What does the negative GDP report really tell us? 🤔

A few thoughts regarding an ambiguous headline metric 🇺🇸

7 hrs ago •

The stock market's awesome days occur near awful days 📊

A chart with remarkable symmetry 👯‍♀️

Apr 18 •

Bear markets in context 🐻

Take a deep breath and look to the big picture 🧘🏻‍♂️

Apr 7 •

The stock market's history with recessions 📉

Investing in the stock market means having to consider tough scenarios 😭

Apr 3 •

The stock market is not the economy, charted 📊

“American corporations dominate global profits" 💸

Mar 26 •

The unluckiest market timer I know made another poorly timed trade 🤦🏻‍♂️

Plus a charted review of the macro crosscurrents 🔀

Mar 23 •

Mean reversion in the stock market is an 'optical illusion' 😵‍💫

The authors of 'Triumph of the Optimists' challenge a popular assumption 🤯

Mar 19 •

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 •

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