Topley's Top 10
The visual-centric newsletter featuring data and insights reflecting the markets and broader economy.
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S&P Premium to International Equities at 6-Year Low
Strongest Quarter for Earnings in 5 Years
Defense Contractors Backlog
Average Semi Stock -27% from Highs
Retail Stock Investors Sold $243m in Single Day
South Korea Stocks Semis/Memory and Leverage.... -40% from Highs ..Still Above 200day
2026 Stock ETF Flows Off the Charts
Updated Household Spending on AI
Matt Topley's Quarterly Letter
AI Sales Crosses Above Estimated Depreciation
