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VizFrenzy

WM

Translate complex data into easily digestible visuals and actionable insights

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues10SubscribersRead vizfrenzy.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

S&P 500 Net Liquidity and Public Debt Correlation Update - 02/15/2024

The current position of the SPX in the net liquidity model indicates it is at a three-standard deviation band even though the forward PE multiples are less than 20X, reminiscent of the levels observed in late 2019 and early 2020. In terms o...

8 months ago
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The Single Most Correlated Metric to the S&P500

There isn't a single metric that can comprehensively explain the past or provide insight into the future for the financial market, even when considering all available data points in the world. While there is often discussion about the stron...

9 months ago
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Comparing U.S. Treasury Holdings in BRICS, G7 and NATO Countries

* BRICS members: Brazil, Russia, India, China, and South Africa

10 months ago
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