Investing with Data.

Investing with Data.

September 2026

11 Charts: The Consumer AI Battle, Yields + Oil = Rotation?
Muse is #1 on both app stores, the rotation setup is building in the laggards, and a record $8.4 trillion sits in money funds.
 • Sean D. Emory
14 Charts: Meta vs ChatGPT, A Healthy Consumer, and Rate Hikes.
Meta Muse hits #1, retail sales cleared the bar, and history says rising rates plus a working economy is a fine setup.
 • Sean D. Emory
Meta Muse hit #1. What it means for Meta, and for OpenAI.
Sean Emory, founder and CIO at Avory & Co., breaks down Meta Muse after its first week at number one in the App Store.
 • Sean D. Emory
22:31
10 Charts: Growth + inflation view, Apple foldable + betting data you need to see.
The battle for attention, Meta Muse Spark, and why shelter still looks like 2008.
 • Sean D. Emory
Oura's IPO and the consumerization of healthcare.
Sean Emory, Founder and CIO of Avory & Co., discusses Oura's planned IPO and argues it signals the accelerating consumerization of healthcare.
 • Sean D. Emory
22:14
11 Charts: The Netflix data, Meta back in AI, and 2008 inflation.
The battle for attention, Meta Muse Spark, and why shelter still looks like 2008.
 • Sean D. Emory

August 2026

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