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Re-Sending this Chart ...Tracking Seasonality
Foreigners Record Allocation to U.S. Stocks
Global Revenue Estimates for AI $229 Billion Annualized
Projected Margin Expansion
Hyperscalers Plus NVDA Debt Equal to 2/3 of U.S. Government Bond Issuance
S&P Stocks Trading Over 40x Forward P/E at Covid Lows-Chart Kid Matt
S&P Total Return History Following Start of Military Conflict
The Mag 7 Are No Longer Momentum Stocks
Hyperscalers Plus NVDA Debt Issuance Equals 70% of New Treasury Long Duration Borrowing
NVDA The Cheapest Mega Cap on Forward P/E Basis
Anthropic and OpenAI Growth Rate Since 2023
History of $40Trillion U.S. Government Debt
