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🔬The Tech Wreck...in charts!
Plus: GDP comes in hot - but it's mostly filler; and much more!
21 hrs ago
8
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🔬The Tech Wreck...in charts!
www.marketlabnewsletter.com
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🔬Rotation Alternatives (aka Roternatives)
Plus: Home sales hit worst level since the GFC; Tech earnings aren't enough to keep hype going; and much more!
Jul 25
7
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🔬Rotation Alternatives (aka Roternatives)
www.marketlabnewsletter.com
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🔬Are Emerging Markets Emerging?
Plus: Home Sales keep getting worse; CrowdStrike stops going down; and much more!
Jul 24
14
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🔬Are Emerging Markets Emerging?
www.marketlabnewsletter.com
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🔬The Wall Street Paradox: Slowing Growth, High Multiples
Plus: The Tech sell-out takes a personal day; and much more!
Jul 23
12
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🔬The Wall Street Paradox: Slowing Growth, High Multiples
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🔬CrowdStrike...in charts!
Plus: Netflix's Q2 was good but no blockbuster; and much more!
Jul 22
14
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🔬CrowdStrike...in charts!
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🔬The Post-Election Stock Market
"Wall Street is a street with a river at one end and a graveyard at the other." - Fred Schwed Jr. "The best things in life are free. The second best are…
Jul 19
13
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🔬The Post-Election Stock Market
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🔬The Relationship Between Growth & Valuation
Plus: Chip sorrows continue to compound; and much more!
Jul 18
13
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🔬The Relationship Between Growth & Valuation
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🔬(Another) Great Small-Cap Rotation
Plus: The rate cut redux... in charts!
Jul 17
9
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🔬(Another) Great Small-Cap Rotation
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🔬GameStop Pt. II: Is It Worth Anything? (A Step-By-Step Valuation)
Plus: The Fed signals rate cuts may (finally) be coming; and much more!
Jul 16
5
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🔬GameStop Pt. II: Is It Worth Anything? (A Step-By-Step Valuation)
www.marketlabnewsletter.com
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🔬GameStop Deep-Dive
"People want a simple narrative, but the world doesn't give you that" - Jeffrey Gundlach “It's not a question of enough, pal. It's a zero sum game…
Jul 15
12
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🔬GameStop Deep-Dive
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🔬Should You Invest In Airlines (or just set your money on fire)?
"In God we trust; all others bring data"
Jul 12
9
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🔬Should You Invest In Airlines (or just set your money on fire)?
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🔬Wall Street Stats!
Plus: Chip maker TSMC keeps AI hopes alive; and much more!
Jul 11
10
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🔬Wall Street Stats!
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