Friday Fundamentals – August 22, 2025
FEATURED TOPIC - Is AI Tech Spending Replacing the Consumer?
FEATURED TOPIC - Is AI Tech Spending Replacing the Consumer?
FEATURED TOPIC - How Well Do You Know Your ETF?
FEATURED TOPIC - The Large Cap/Small Cap Dislocation.
FEATURED TOPIC - The Coming Wave: U.S. debt faces major refinancing overhang.
THOUGHT LEADERSHIP — Today’s economy and “The Milkshake Theory”, a look at timely insights and charts illustrating a variety of relevant topics.