HeyJaredInvesting with Data.
The week in markets, told through the charts that actually matter. From Sean Emory, CIO of Avory & Co.
- Indexed issues, last 90 days
- 10
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 14, 2026
Latest issues
11 Charts: The Consumer AI Battle, Yields + Oil = Rotation? (opens the original)
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<img alt="" class="sizing-normal" height="816" src="https://substackcdn.com/image/fetch/$s_!6HMC!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F6ad92d31-4344-4f1a-ae00-6ea79eb22676_1456x816.png"
14 Charts: Meta vs ChatGPT, A Healthy Consumer, and Rate Hikes. (opens the original)
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<img alt="" class="sizing-normal" height="816" src="https://substackcdn.com/image/fetch/$s_!pF37!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa2e33631-44d4-4acc-893d-dacf9a12816d_1456x816.png"
Meta Muse hit #1. What it means for Meta, and for OpenAI. (opens the original)
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Sean Emory, founder and CIO at Avory & Co., breaks down Meta Muse after its first week at number one in the App Store. He walks through what Muse actually is, a personal agentic app that plugs into Meta's ecosystem across Instagram, Facebook, and WhatsApp and delivers on what Zuckerberg has been calling personal superintelligence.The viral use cases are real. People are sourcing cheaper auto insurance quotes, canceling forgotten subscriptions, and getting hundreds of dollars of value back in the
10 Charts: Growth + inflation view, Apple foldable + betting data you need to see. (opens the original)
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<img alt="Image" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!CJiW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F1a1cc5eb-f5af-4064-aa3c-49ba1590c977_1600x900
Oura's IPO and the consumerization of healthcare. (opens the original)
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Sean Emory, Founder and CIO of Avory & Co., discusses Oura's planned IPO and argues it signals the accelerating consumerization of healthcare. He highlights Oura's scale and financials, $1.2B in revenue, 74% growth, GAAP profitability, 5M paying subscribers, and 3.6M rings sold in the past 12 months, while emphasizing the story is bigger than "the next Fitbit."He frames the shift as driven by cheaper and smaller sensors, consumers paying more directly for health through higher deductibles, GLP-1
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