Investing with Data.
Sean D. EmoryThe week in markets, told through the charts that actually matter. From Sean Emory, CIO of Avory & Co.
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investingwithdata.comLatest Issues
12 Charts: What hyperscaler capex told us.
Big Picture
💡 The AI names shook out, the Fed stood pat, hyperscalers delivered, Buffett was right.
This was a very interesting week. From AI funds blowing up, to earnings, to the Fed.
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11 Charts: Earnings this week. Previewing next.
Big Picture
💡 Earnings reviews for Tesla and Google. Earnings previews for next week. And software is starting to fragment winners from losers.
Happy Friday! This week we got earnings from the likes of Google and Tesla, along with Ser...
13 Charts: Earnings season is back + What Buffett Said…
Big Picture
💡 Earnings season kicked off this week and the market is doing exactly what we’ve been calling for.
Happy Friday! On a plane here so wrapping up some of the data. This week was packed with info. My view remains pretty simp...
12 Charts: The Rotation Is Showing Up.
Big Picture
💡 The rotation we have been calling is starting to show up.
We’ve been talking for months about how the market has been an “AI or nothing” story at the index level, and how underneath that surface there’s a lot of durable,...
Q&A + Letter: Five Questions for the Second Half of 2026
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Listen to our quarterly Q&A here: Click platform of your choosing: [YouTube or Spotify or, Apple]
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Avory Letter = contributors + detractors + companies we are watching: Read Here
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Founder & CIO of @AvoryCo | Asset Manager | Investing Forward. | Data tells our stories | Opinions are mine.
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