GET THE THE MOST TRENDING NEWS AND INSIGHTS FIRST.

Featured News and Insights

September 5, 2025

Margin Pressure: The Unhealthy Diet of EPS Growth

Why margin compression is Wall Street’s biggest under-the-radar risk

Read More

September 4, 2025

The Fed’s Impossible Choice

JOLTS crosses, Beige Book cools: the Fed’s dual mandate is getting shredded in real time

Read More

September 3, 2025

Mortgages, Term Premium, and the Bond Market’s Mood Swings

A market-savvy breakdown of term premium, the 10-year yield, and what rising uncertainty means for investors.

Read More

September 2, 2025

From Ugly Duckling to Swan: Gold’s Unexpected Glow-Up

Gold is up 75% since 2023, outpacing the S&P 500—does this underdog have more steam left?

Read More

August 29, 2025

The Season May Change, But the Market’s Thirst for Lower Rates Doesn’t

Stocks end August strong, but September’s seasonal weakness and Fed policy uncertainty loom.

Read More

August 28, 2025

Don’t Fear The Bend: NVIDIA’s Growth In Context

Why toning down guidance makes sense–and why NVIDIA still outperforms.

Read More

August 27, 2025

Is the U.S. Government the New Warren Buffett?

Should you invest alongside hedge funds, Berkshire Hathaway—or Washington DC?

Read More

August 26, 2025

Dependence Day: The Fed, the President, and the Power Struggle Over Rates

The Fed’s independence isn’t guaranteed. History shows presidents push for cuts–and this time, the stakes may be even higher.

Read More

August 25, 2025

Powell’s Dilemma: Tariffs, Jobs, and the Tragic Trade-Off

Why Powell may have no choice but to cut rates--even if inflation lingers.

Read More

August 22, 2025

Forget AI Winter—This Is Rate-Cut Mourning Season

Markets are cycling through denial, anger, and depression over Fed rate cuts—Powell at Jackson Hole won’t make it easier.

Read More