XLK Tech ETF Up 11 Days in a Row
AI Pace of Change
Credit Default Rates Improving
GOOGL +87% vs. NVDA +28% One Year
2025 Powered by Margins and Sales
Investor Allocation to Bonds Hit Previous Lows
P/E Has Gone Nowhere in 2025
Cash on Big Tech Balance Sheets
Mag 7 vs. Four Horseman of 1999
Dollar Bullish Chart Action...Dollar Above 200-Day
The End of U.S. Dollar Never Works...
