Topley's Top 10
The visual-centric newsletter featuring data and insights reflecting the markets and broader economy.
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U.S./Iran Permanent Peace Deal Odds
Don’t Fear New Stock Market Highs
American P/E Premium vs. Rest of World
Polymarkets Betting Line on Peace Deal with Iran...58% by June 30th
Sector Flows into Semiconductor ETF
Matt Topley's Quarterly Letter
Q1 Letter: All Along the Watchtower
Tech Valuation Gap Kaput!
Anthropic AI Annual Revenue Run Rate
Fear from Investors
2026 Q1 Decline
Retail Started Selling Last Week For First Time Since November 2025
