Topley's Top 10
The visual-centric newsletter featuring data and insights reflecting the markets and broader economy.
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Hyperscalers Cash Flow vs. Capex-Lead Lag Report
2026 vs. 1999
Follow Up to Yesterday’s Sentiment Slides....Americans Flush with Cash
Retail Investors Single Stock Buying is Falling Sharply
Levered Space X ETFs
Dow Transports +26% 2026
U.S. Households Own the Most Stocks Ever
2026-Vanguard Value VTV +11.38% vs. Vanguard Growth VUG +3%
Net New Stock Supply Set to Go Positive for First Time in 20 Years-FT
Mag 7 Underperforms 2026
Biggest Short-Term Large Cap Tech Rally Ever
Rare Occurrence-Chart Kid Matt
