Off The Charts
Andrew SarnaI review hundreds of charts across macro everyday, pulling out the best, so you don't have to.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 911 | Subscribers | Read | offthecharts.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
AI - Bull vs Bear 🐂🐻
Tech investors Coatue, presented their latest state of the markets recently (Full Deck Here). They lay out the bull and bear case for AI.
Robots & Record Flows
Reports emerged yesterday that Amazon plans to replace 600,000 US workers with robots. If automation proliferates, society isn’t equipped to cope with mass unemployment. Still feels far away.
AI Dreams 💭
OpenAI continues to lead in generative AI adoption, but market share data shows Google’s steady advance. New entrants and product launches could reshape the competitive landscape in the coming quarters.
Delinquencies Up, Distributions Down
Wall Street closed the week on a high note, as President Trump’s comments eased trade concerns and regional banks rallied. The S&P 500 posted its strongest week since August, with Trump voicing optimism about progress in talks with China. S...
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