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October 24, 2025

The Market That Refused to Panic

Day 24 of the government shutdown leaves markets in a data blackout, but investors are still finding light through earnings.
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October 23, 2025

AI’s Nuclear Moment: Lessons From the Dot-Com Era’s Forgotten Twin

History doesn’t repeat, but it rhymes loudly. The fiber bubble of 2001 offers a warning for AI investors today.
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October 22, 2025

Earnings Speak Louder Than Government Data

With Washington silent, corporate earnings take the mic–and so far, they’re singing a surprisingly healthy tune.
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October 21, 2025

Powell Just Blinked–Here’s What It Means for QT and Interest Rates

The Fed’s next move might not be a rate cut–but an end to Quantitative Tightening. Let’s unpack Powell’s latest hint. Important distinctions that you need to know.
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October 20, 2025

Then and Now: 1987’s Market Lessons for the Age of AI

Remembering the 1987 crash, program trading, and the birth of the “Fed Put.” Lessons for today’s high-speed, high-valuation markets.
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October 17, 2025

Tricolor, First Brands, and the Trouble Brewing Beneath the Surface

Two defaults don’t make a crisis, but they might mark the start of one.
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October 16, 2025

How China Cornered the Dirt—and Why That Won’t Last

China’s grip on rare earths is strong, but America holds the demand—and that’s the real leverage.
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October 15, 2025

Quarterly Checkup: The Consumer Still Has a Pulse

A deep dive into what JPMorgan and Wells Fargo just told us about the state of the American consumer. Jamie Dimon warns vigilance, not collapse, as credit quality holds firm.
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October 14, 2025

The True Gold Standard Is American Innovation

De-dollarization is a myth. The world still runs on U.S. trust, markets, and innovation–not gold bars.
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October 13, 2025

Anything Goes—Even $4000 Gold and Record Stocks

Gold at $4000, S&P at record highs, and a government shutdown—welcome to the “Anything Goes” economy.
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