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Consumption is Cracking—And That’s a Big Problem

February 28, 2025

Why Markets Fear the Unknown More Than Bad News

The AI trade isn’t over, but markets are in a fog of uncertainty. What’s driving NVIDIA’s decline and market volatility?

February 27, 2025

Why NVIDIA’s Normalizing Growth Shouldn’t Scare You

NVIDIA’s explosive growth continues, but Wall Street is skeptical. Here’s why long-term investors should take a different view.

February 26, 2025

The Economy Runs on Confidence—And We’re Starting to Run Low

If consumers aren’t confident, they don’t spend. And when they don’t spend, GDP tanks.

February 25, 2025

2018 Déjà Vu: Is History Rhyming in the Markets?

Markets are facing echoes of 2018—trade wars, Fed uncertainty, and volatility. Here’s what investors need to know.

February 24, 2025

The Market Hates Surprises, and It’s Getting a Lot of Them

The stock market loves certainty, and it’s getting none. Here’s why Friday’s drop happened and what it means.

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