Time Series Terminal’s Newsletter

2026-05: media and AI driving US stocks; AI driving global assets

The results are about the same as last month.

May 29 • Time Series Terminal

April 2026

2026-04: media and AI driving US stocks; AI and material costs driving global assets

Media and AI are computed as top causal predictors of US three major stock indices: Nasdaq 100, S&P 500 and Dow Jones Industrial Average, as of…

Apr 29 • Time Series Terminal

March 2026

2026-03: Credit risk driving global assets

On the tsterm.com homepage, S&P Global Inc whose main business is credit rating is computed as causally predictive of the prices of global assets…

Mar 31 • Time Series Terminal

February 2026

2026-02: consumer inflation and wavering technology sector driving US equity

Pepsi PEP and the Technology Sector ETF XLK are computed as driving the US three stock indices: Nasdaq 100, S&P 500, Dow Jones Industrial Average index.

Feb 28 • Time Series Terminal

1

January 2026

2026-01: Industrial and weakening US dollar driving US stocks

Industrial, consumer inflation, and weakening US dollar are computed as top causal predictors of US stocks.

Jan 31 • Time Series Terminal

2

December 2025

2025-12: Dow Jones Industrial Average index and 5-year US Treasury rate driving US equity

Dow Jones Industrial Average index and the 5-year US Treasury yield rate are computed to be driving the three US stock indices.

Dec 31, 2025 • Time Series Terminal

1

November 2025

2025-11: currently peaked inflation and AAPL driving US equity

Some stocks embodying inflation recently peaked.

Nov 30, 2025 • Time Series Terminal

Warren Buffett's 2025 Thanksgiving message

Buffett will no longer pen the annual report for Berkshire Hathaway, but still the Thanksgiving messages.

Nov 15, 2025 • Time Series Terminal

October 2025

2025-10: AAPL and pharmaceutical continue driving US equity

Since August, AAPL has been computed to be driving US equity —

Oct 31, 2025 • Time Series Terminal

2

Apple's machine learning library MLX

This is an article comparing machine learning libraries: Google’s TensorFlow, Apple’s MLX, and our micrograd.

Oct 1, 2025 • Time Series Terminal

1

September 2025

2025-09: AAPL and pharmaceutical driving US stocks

Apple AAPL and Abbott Laboratories ABT are computed as the top two causally predictive factors of the prices of the three US stock index ETFs.

Sep 30, 2025 • Time Series Terminal

August 2025

2025-08: AAPL steadily building AI capability driving US stocks

AAPL is driving the prices of US stocks, and global assets, in 6 months, as computed by tsterm.com methodology.

Aug 31, 2025 • Time Series Terminal