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When Wall Street Meets Hurricane Season

Tariffs, stagflation fears, and seasonal drags: welcome to market hurricane season.
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What the 0.9% PPI Surge Really Means for Your Wallet

The PPI just jumped 0.9% — here’s what it means for tariffs, inflation, and Fed policy.
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Bullish Has Impressive First-day Run–Something There or Simply Air?

Crypto’s shift from fringe to mainstream–and what that means for investors.
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Where the Real Power in Finance Sits

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Inflation, Tariffs, and the Art of Not Panicking

Just breathe. That’s the theme today. Markets right now feel like a full-blown naval battle—tariffs are up an average of 16 percentage points in under a year, inflation is creeping back into core goods, Fed policy remains restrictive, and politics are adding more confusion. Valuations? Stretched....
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America’s Unique Talent for Hurting Its Best Companies

From Standard Oil to Microsoft to NVIDIA–how Washington keeps stepping on its own toes
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Trump’s Fed Gambit: The Miran Nomination and Market Stakes

How weaponized trade and monetary policy are shaping markets.
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The Myth of the Overvalued Stock

High P/Es aren't always red flags–sometimes they’re trail markers.
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Tariffs by POV: Who Wins, Who Pays, Who Pretends

A trillion-dollar shift in trade policy is coming. Here’s what it means for your investments.
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Math, Markets, and Mandates: Inside the Fed’s Power

Stocks are rallying, the deficit is rising, and everyone wants cuts. Just another day at the Fed.
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