Big Tech—Capex vs. Headcount
IPO Market Heats Up
Corporate Buybacks Reach Record in July
Matt Topley's Quarterly Letter
Stock Picking Long/Short Hedge Funds First Inflows in 10 Years
Valuations of AI Startups
U.S. is Barely Growing Outside of AI Investments
XLV Healthcare ETF in Red for 2025
S&P Index Charts
Cash on Sideline vs. Total Market Cap
Mag 7 ETF Hits All-Time Highs
