The Market in Pictures, June 19

Our team reviews a massive amount of institutional research throughout the week to isolate the signals that matter most. This week’s selection steps back to appreciate the unbridled engine of American innovation, the undeniable fundamental strength of corporate...

The Market in Pictures, June 12

Our team looks at a lot of research throughout the day. Here are a handful of (SpaceX-free) charts we think are good summations of investor activity, from single stock movement to tech investment and performance, US comparisons to foreign, and the balancing act...

The Market in Pictures, June 5

Our team reviews a vast amount of market research and economic data every day. This week’s selection highlights the resilience of the labor market, the broadening dominance of technology flows, and the underlying shifts in U.S. infrastructure and business creation....

Are Data Centers the New Canals?

Three boom and bust stories from American capital history. None of them is a forecast for AI. Each is here for what it says about how a portfolio survives whichever outcome arrives.   In the 1830s, every state legislature in America agreed that canals were the future...