Topley's Top 10
The visual-centric newsletter featuring data and insights reflecting the markets and broader economy.
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SOX Semiconductor Index Up 16th Straight Day
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
