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#718
3 hours ago
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#718

"The chart that says a thousand words (with implication on trade war)"

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DC Lite #401
3 hours ago

DC Lite #401

"The chart that says a thousand words (with implication on trade war)"

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#717
Jul 17, 2025
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#717

Roughly 10% of S&P 500 stocks trade at a >10x P/S multiple

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DC Lite #400
Jul 17, 2025

DC Lite #400

Roughly 10% of S&P 500 stocks trade at a >10x P/S multiple

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#716
Jul 16, 2025
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#716

"Retail is back."

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DC Lite #399
Jul 16, 2025

DC Lite #399

"Retail is back."

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#715
Jul 15, 2025
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#715

"The 'Big Money' is very bullish on risk assets, which one can read as good or bad for stocks"

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DC Lite #398
Jul 15, 2025

DC Lite #398

"The 'Big Money' is very bullish on risk assets, which one can read as good or bad for stocks"

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#714
Jul 12, 2025
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#714

"Today, bulls are LOWER than we'd expect given $SPX, that tends to be bullish"

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DC Lite #397
Jul 12, 2025

DC Lite #397

"Today, bulls are LOWER than we'd expect given $SPX, that tends to be bullish"

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#713
Jul 11, 2025
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#713

"The $SPX 3-month realized volatility just fell by 8.2 points, marking the largest single-day decline since 1987"

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DC Lite #396
Jul 11, 2025

DC Lite #396

"The $SPX 3-month realized volatility just fell by 8.2 points, marking the largest single-day decline since 1987"

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