Recession Risk is Rising

By: Topdown Charts

Investment Manager Index: "Risk appetite has deteriorated sharply in September to its lowest for nearly two-and-a-half years ...

By: Daily Chartbook

In its latest survey, the NFIB revealed that a net 37% of firms reported lower earnings over the past three months, the worst reading since the Great Recession.

By: Peter Berezin

🏎️ Ferrari Has Been Crushing Dollar General: Here’s What That Tells You

By: Stephane Renevier, CFA

🚨IS THIS THE BIGGEST CONCENTRATION BUBBLE IN HISTORY?🚨

By: Charles-Henry Monchau, CFA, CMT, CAIA

Expected Long-Term Earnings Growth

By: Topdown Charts

JOLTS total non-farm payrolls miss, falling to 7.673m versus 8.10m expected, confirming the US labor market has continued softening as the US Fed has remained "higher for longer".

By: Oliver Loutsenko

The Great Martis: Buffett is sitting on a mountain of cash for a reason. This is the most overvalued market in history. The median sits 63% lower.

By: Subodh Warekar

The S&P 500 has consistently outperformed the Euro Stoxx 50. But what’s driving this? Here are some ideas.

By: James Eagle

"Collectively, [hyperscalers] spent $52B in 2Q, +54% YoY (vs. +30% in 1Q), marking the first quarter of a multi-year AI investment cycle."

By: Daily Chartbook