1. The Updated JP Morgan Valuation Chart
https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets
2. But Profit Margins at All-Time Highs
https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets
3. Debt to Equity Ratio of AI Stocks
From Irrelevant Investor Blog
https://www.theirrelevantinvestor.com/p/animal-spirits-why-retail-is-outperforming
4. S&P All-Time Highs Q3 Ties Record Going Back to 1998
Q3 ATHs. “On virtually no one’s bingo card, the S&P 500 made 23 new all-time highs in the third quarter, tying the most for any quarter since 1998.”
5. Exposure to AI vs. Labor Costs
6. NVDA Added $2.5 Trillion in Market Cap Since April 2025
7. Call Volume Last 20 Sessions…40 Million Contracts
8. Oil is the Cheapest it has been in the Last 70 Years when Denominated in Gold, with the Exception of Covid 2020
Oil is the cheapest it has been in the last 70 years when denominated in gold, with the exception of the Covid lockdown in 2020
https://themarketear.com/the-newsletter
9. China vs. World EV Production
10. One Sentence on Business
