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December 8, 2025

Your Mortgage Wants a Deal. Not a Rate Cut.

A deep dive into the bond market dynamics the Fed can’t control and presidents can’t jawbone away.

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December 5, 2025

The Most Important Chart You Ignored This Year

Megacaps dominated the past decade–here’s why the next one might look different.

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December 4, 2025

Why the Dow Transports Are Whispering “Strength”

The Dow Transports just flashed a major signal––here’s why it matters for markets today.

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December 3, 2025

Why Growth Stocks Should Fear the Coming Bond Supply Wave

The 10-year yield has a new problem, and it’s coming from Silicon Valley’s AI ambitions.

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December 2, 2025

The Tariff Apocalypse That Never Showed Up

A deep dive into how the economy dodged the tariff apocalypse and kept growing.

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December 1, 2025

Why Joe Consumer Decides the Market’s Fate

December begins with rate-cut optimism, fragile consumers, and markets praying Joe keeps his job.

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November 26, 2025

Bulls Dance While Consumers Sulk

Markets are cheering–but consumers aren’t. Here’s why that matters for the Fed and for investors.

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November 25, 2025

Why NVIDIA Should Love Alphabet’s TPU Deal With Meta

Competition is the ultimate proof that AI is real. NVIDIA, Alphabet, Meta, AMD, and others are accelerating innovation—not killing it.

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November 24, 2025

The Silent Recession Inside America’s Wallets

Consumer sentiment has collapsed to historic lows—across incomes and political lines. Here’s why investors and the Fed must pay attention.

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November 21, 2025

Fedspeak, Volatility, and the AI Meltdown That Shouldn’t Have Happened

Why sentiment, not fundamentals, drove this week’s selloff–and what investors should really focus on.

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