20 Jun, 2026

The Week in Charts (5/7/26)

View the video of this post here. This week’s post is sponsored by YCharts. By early May, advisors are already fielding mid-year client questions: How are things tracking? What should we change? YCharts helps you answer in real time with quick portfolio analysis, performance comparisons, and client-ready charts – without rebuilding everything from scratch. It can […]

9 mins read

The Challenge of Supply Chain Cyber Attacks

Key Points Supply chain cyber attacks compromise trusted vendors to reach downstream organizations through legitimate channels. Malicious code hides inside approved software, updates, and third-party services. One compromised provider can expose thousands of connected customers. Traditional security controls focus on external threats and overlook trusted sources. Risk reduction depends on vendor oversight, least-privilege access, and continuous monitoring. […]

8 mins read

The Week in Charts (12/3/25)

View the video of this post here. This week’s post is sponsored by YCharts. Is the AI boom a bubble… or the early innings of a supercycle? Join me and YCharts for a live show on December 4th breaking down how today’s boom compares to past cycles like the Dot-Com era. We’ll look at valuations, growth trends, […]

5 mins read

The Week in Charts (4/29/26)

View the video of this post here. 📊 Charts that don’t need a PhD to understand.🌎 Big-picture thinking without the TV drama.🎯 Insights you can actually use. Subscribe to our YouTube Channel HERE for signal over noise. The most important charts and themes in markets and investing… 1) Manias As long as human beings are involved […]

9 mins read