Author: stanziebenz
Market Roadmap / Insights [NVDA earnings] (08/23/2026)
As of 08/20 NY Market close, liquidity falls a bit into 08/28. Liquidity overall remains supportive of the markets. NVIDIA…
Read MoreMarket Roadmap / Insights (08/20/2026)
As of 08/19 NY Market close, liquidity falls a bit into 08/24 before leveling off. Liquidity overall remains supportive of…
Read MoreMarket Roadmap / Insights (08/16/2026)
As of 08/14 NY Market close, liquidity rises steadily into 08/17 before slightly declining into 08/21. Liquidity overall remains supportive…
Read MoreCPI Outlook (08/11/2026)
CPI Outlook The expectations for CPI are YoY headline CPI coming in at 3.4% (vs. 3.5% last month) and core…
Read MoreMarket Roadmap / Insights (08/06/2026)
As of 08/06 NY Market close, liquidity declines into 08/07 then levels off into 08/11 before slightly rising for a…
Read MoreMarket Roadmap / Insights (08/04/2026)
As of 08/04 NY Market close, liquidity declines into 08/07 then levels off into 08/11. The market has skyrocketed and…
Read MoreMarket Roadmap / Insights (07/31/2026)
As of 07/31 NY Market close, liquidity declines into 08/07. However, liquidity overall remains supportive of the markets. Since the…
Read MoreMSFT vs. META Earnings Deep Dive: AI Returns, Capex, and the Valuation Divide (07/30/2026)
Microsoft converted AI investment into 43% Azure growth, a $678 billion backlog, and strong free cash flow. Meta delivered 28%…
Read MoreMarket Roadmap / Insights (07/28/2026)
As of 07/28 NY Market close, liquidity started declining a bit after 07/29 into 08/04. Liquidity overall remains very supportive…
Read MoreMarket Roadmap / Insights (07/22/2026)
As of 07/22 NY Market close, liquidity rises significantly into 07/29 at least. Liquidity remains very supportive of the markets.…
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