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Debt, Downgrades, and Disbelief

Debt, deficits, and delusion—how markets may be misreading risk after Moody’s move.

Sentiment Sinks, Yields Rise, and Moody’s Chimes In

Moody’s just downgraded the U.S.—but does it matter? Let’s talk deficits, sentiment, and why this could still be an investment story.

Walmart Spoke, Powell Whispered—Are You Listening?

When Walmart raises prices due to tariffs, you know it’s getting real.

Oversold to Overbought? Proceed with Caution

A contrarian signal sparks gains, but underlying risks haven’t disappeared.

Shark Alert: Inflation Lurks Beneath the Calm

Inflation appears to be easing—but a closer look at CPI reveals a dangerous uptick in goods inflation.

Liberation Day Hangover: From Panic to Hope

Nasdaq rebounded 25% from April lows. Are we out of the woods or just deeper in the thicket?

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