6# Signal 2 Noise

In today’s issue:

1. An internal dialogue about this newsletter.

2. SP500 Market Cap vs Equal Weighted Index.

3. Why Biden / Trump the choices?

4. AI is all the rage is it a bubble?

5. Are markets expensive?

6. Commercial Real Estate Debt is it a time bomb?

Performance Table

Main Charts Gallery

Interesting

Screener Signals – Today

Economic News Today

Mike’s Insights

Internal Dialogue

I have built a massive research portal, which requires its own explanations and user experience. I want to focus here on the newsletter.

The objective is to provide readers of the newsletter with a snapshot of what is going on. That is why, for me, the table is essential. The internal debate I have been having is whether I should include all the tables I have in today’s letter or create a short list of the main ones and provide a link to the portal for people to do a deeper dive. In this manner, I avoid bombarding the typical reader with a multitude of symbols that they find uninteresting.

I think I have just answered my question. The reason why the newsletter subscription comes with full access to the research portal is that I see them both as essential. One without the other is not the best way to get the most out of the service. Having said that, I think the research portal on its own still offers superb value for those not interested in my insights.

In future letters, I am only going to show the main watchlist. I will include in the commentary anything that catches my eye from the broader tables. I am already only sharing the main charts as part of the daily fixture. I will probably just add Bitcoin to complete my overview.

I am going to stop right here for the time being because I have a lot of moving parts to take care of today. I will write about these subjects in tomorrow’s letter, as I am not going to do them justice with what I have to do today.

SP500 Market Cap vs Equal Weighted Index

Why Biden / Trump the Choices?

AI is all the rage is it a Bubble?

Are Markets Expensive?

Commercial 

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