Week Ending September 4, 2026
Openings and Job Seekers Reach Equilibrium This week’s chart places two labor market series side by side: job openings, which measure the positions employers are actively try
Week Ending August 28, 2026
RECAP: Ignoring Politics When Investing We are now entering Midterm Election territory. And as a primer for what this means for our clients, and for investors in general, we believ
Week Ending August 21, 2026
The Interest Burden in Context This week’s chart looks at the federal debt from a different angle than the headline dollar figure. Rather than tracking the total amount owed,
Week Ending August 14, 2026
The Scale of AI Infrastructure The scale of the AI infrastructure buildout becomes easier to appreciate when measured in cash. Rolling consensus estimates for the next twelve month
Week Ending August 7, 2026
The Older We Get the Faster Time Goes Why Time Feels Faster: You have probably noticed that a year does not feel as long as it used to. Back in 1877, a French philosopher named Pau
Week Ending July 31, 2026
Measuring the 52-Week Drawdown This week’s chart examines the 52-week drawdown — the percentage decline from a stock’s highest price over the trailing year to its mos
Week Ending July 24, 2026
When Headlines Get Loud, Discipline Gets Rewarded Markets have had a turbulent stretch. U.S. stocks fell for the week amid renewed Middle East tensions, with military strikes resum
Week Ending July 17, 2026
Tracking Earnings Revisions This chart illustrates how Wall Street’s bottom-up consensus estimate for S&P 500 earnings per share has evolved across three upcoming quarter
Week Ending July 10, 2026
Hot Topic: What Nvidia’s Valuation Multiple Is Really Telling Us Nvidia’s forward price-to-earnings ratio — a measure comparing its share price to expected earnings o
Week Ending July 3, 2026
Small Caps Take the Lead in a Historic Reversal Each year, we track the first-half performance spread between U.S. small-cap and large-cap stocks, a comparison that has spanned mar
