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It doesn't get more textbook than this: Every step of our March 3rd "Conflict Playbook" has been outlined on this oil price chart. It began with Steps #1 and #2 when Trump sent an "armada" to Iran and ramped up threats

Is this the most important chart in the market? The US accounts for 29% of the world’s consumption while producing 15% of global goods. Meanwhile, China's share of global consumption is 12% while the country accounts f

WOW. This is a chart of Target's stock price, $TGT, this morning, one of America's largest retailers. Even after reducing prices on thousands of items, the company just posted its LARGEST earnings miss in 2 years. Did

The most mind-blowing chart you'll see today: Nvidia, $NVDA, now has a market cap that equals 11.7% of the total US GDP. To put this into perspective, even at the peak of the Dot-com bubble, Cisco's market cap equaled

Absolutely incredible. Just 10 stocks have driven 70% of the S&P 500’s gain since March 30th. These stocks have added +16 percentage points to the index’s +23% gain over this period. Nvidia, $NVDA, has contributed the

History unfolding, in one chart: The US Dollar to Gold ratio is falling off of a cliff.

98% of US households aren't paying for AI yet More charts in State of Markets II:

Call center jobs grew ~4% annually for 15 years Now they’re shrinking 4% annually Charts of the Week:

DeepSeek takes the lead: DeepSeek V3-0324 is now the highest scoring non-reasoning model This is the first time an open weights model is the leading non-reasoning model, a milestone for open source. DeepSeek V3-0324 ha

America has 16,876 machine shops. 83% employ fewer than 20 people. Just nine employ more than 500. New defense companies are moving from prototypes to mass production, and every missile, drone, ship, and rocket they ul

Memory is taking over Hyperscaler CapEx. In CY23 and CY24, memory was ~8% of total Hyperscaler spend. We estimate it hits 30% in CY26 and moves higher in CY27. That's a near-4x shift in just four years. (1/4) 🧵

Beef production has been the largest driver of deforestation this century. Over the last two decades, around 128 million hectares of forest have been cleared to make way for agriculture and forest plantations. That’s an