It's 4:00 AM. While LinkedIn warriors post about their "morning hustle," real data tells a different story. One thousand dots. One thousand real Americans. Not influencers. Not motivational speakers. Just actual people, captured in the American Time Use Survey by the US Bureau of Bureau of Labor Statistics.
The Semiconductor Value Chain
We have just updated one of our most acclaimed infographics, mapping out how 100+ companies such as $NVDA, $ASML, and $ARM fit into the semiconductor ecosystem:
🇺🇸 Yield Curve
When a recession is avoided, an un-inversion in the 2s10s US Treasury yield curve may suggest a favorable outlook for US stocks
👉 https://t.co/J8O1uboYvU
h/t @MikeZaccardi#spx#yields