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Wealth 101
February 12, 2026
The Labor Market Illusion: Why Two Good Prints Don’t Make a Trend
January jobs data looks strong, but deeper trends in unemployment, payrolls, and JOLTS suggest structural shifts driven by AI—not just a normal cycle.
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February 11, 2026
Don’t Confuse Servers with Picasso: The ROE Case for AI Spending
Investors are obsessing over AI CAPEX and depreciation. Here’s why return on equity—not return on assets—should drive your analysis of hyperscalers.
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February 10, 2026
Who Really Benefits From the Sell-America Narrative
China, Gold, Treasuries, and the Dollar collide in a story designed to shake confidence. Here’s why it shouldn’t.
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February 9, 2026
Going for Gold: When Fear Becomes an Asset Class
A sharp look at gold’s historic surge, emotional drivers, and why it shouldn’t be mistaken for growth.
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February 6, 2026
Mental Health and Money: Breaking the Silence
The connection we often underestimate
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February 6, 2026
The Labor Market Isn’t “Stable”—It’s Holding Its Breath
The Fed calls the labor market stable. The data says it’s slowing, tightening, and flashing warnings.
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