The Human Edge

The Human Edge

This post is different. Maybe too different. I’m not sure why I’m writing it here, but these things have been heavy on my mind, so here it goes. My grandaddy has a 1976 Custom Deluxe Chevy K10. He went to be with Jesus a few years ago, but it’s still his truck. For 50...

The Market in Pictures, May 29

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from stocks catching up with earnings, to the AI impact and US dominance, to FOMC expectations and trillion-dollar companies. Have a...

The Market in Pictures, May 22

Our research team parses a vast amount of institutional data and market research daily to isolate the key signals that matter. This week’s selection highlights a structural regime change in inflation, a fundamentally anchored equity rally, and the unprecedented scale...

The Market in Pictures, May 15

Our team looks at a lot of research throughout the day. Here are a handful of charts we think are good summations of investor activity, from rate expectations to inflation, jobs to earnings, and of course, the unprecedented artificial intelligence spend. Have a great...

The Market in Pictures, May 8

Our team parses a vast amount of research daily to identify the signals that truly matter. This week’s selection highlights a stellar start to the earnings season, the deepening impact of the AI investment cycle, and the ongoing debate between Fed policy and market...