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9 Charts: The rotation is starting.
AI or nothing, until it isn't.
Jun 26
•
Sean D. Emory
1
1
12 Charts: We said it for years. Finally the Fed listened.
Warsh, real-time data now, and consumer all read the same.
Jun 20
•
Sean D. Emory
5
10 Charts: AI is killing software? Really?
Big Picture
Jun 12
•
Sean D. Emory
4
9 Charts: Here come the IPOs.
Big Picture
Jun 5
•
Sean D. Emory
6
1
May 2026
7 Charts: Value Is Flowing Up the Stack.
History as a guide.
May 29
•
Sean D. Emory
4
1
Where are we in the hyperscaler capex cycle?
Here is our take at Avory.
May 22
•
Sean D. Emory
16
2
10 Charts: Markets On Edge. Data Says Stable.
Inflation, wages, and the consumer all still point the same way.
May 15
•
Sean D. Emory
1
The Market Isn’t Wrong About Hormuz. The Bears Are.
Here's the math.
May 5
•
Sean D. Emory
14
2
13 Charts: In one year: $416B to +$700B.
Hyperscaler capex is going vertical, and the consumer is fine.
May 1
•
Sean D. Emory
12
3
April 2026
10 Charts: Macro data keeps confirming our view.
Big Picture
Apr 26
•
Sean D. Emory
4
Rise of Prediction Markets Is Just The Start of What COULD Come…
Published
Apr 22
•
Sean D. Emory
Another Example of Traders vs Investors.
Published
Apr 19
•
Sean D. Emory
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