Where will the Power Come from for AI?
More Earnings Stats
Earnings are Doing the Work
Margin Debt Has Soared
Matt Topley's Quarterly Letter
Cash-Fund Managers Running Record Low Cash Allocation
$1Trillion Pours into ETFs
10-Year Treasury Closes Below 4% First Time in 12 Months
A Bad Year for Stock Pickers
Heavily Shorted Stocks Leading
Private Equity Manager’s Charts
Mag 7--Only two of them have made a new 52-week high
