Matt Topley's Quarterly Letter
AI Sales Crosses Above Estimated Depreciation
Bonds are Safe? 20 Year Treasury ETF -43% Past 5 Years
Mag 7 Projected to Grow Earnings 31%
Sell-Offs from 52 Week Highs
SPCX Following Standard History of Big IPO
History of Consecutive Trading Days Within 5% of All Time Highs
Year Over Year S&P Earnings Growth Skewed by “Other Income”
Semiconductor Index Moved Up or Down 3% 15 Times in Last 30 Days
South Korea EWY ETF -25% Correction After Today’s Sell Off
HOUSEHOLD INCOME BREAKDOWN IN U.S.
