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Daily Market
February 12, 2026

The Labor Market Illusion: Why Two Good Prints Don’t Make a Trend

January jobs data looks strong, but deeper trends in unemployment, payrolls, and JOLTS suggest structural shifts driven by AI—not just a normal cycle.
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Daily Market
February 11, 2026

Don’t Confuse Servers with Picasso: The ROE Case for AI Spending

Investors are obsessing over AI CAPEX and depreciation. Here’s why return on equity—not return on assets—should drive your analysis of hyperscalers.
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Daily Market
February 10, 2026

Who Really Benefits From the Sell-America Narrative

China, Gold, Treasuries, and the Dollar collide in a story designed to shake confidence. Here’s why it shouldn’t.
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Daily Market
February 9, 2026

Going for Gold: When Fear Becomes an Asset Class

A sharp look at gold’s historic surge, emotional drivers, and why it shouldn’t be mistaken for growth.
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Daily Market
February 6, 2026

The Labor Market Isn’t “Stable”—It’s Holding Its Breath

The Fed calls the labor market stable. The data says it’s slowing, tightening, and flashing warnings.
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Daily Market
February 5, 2026

The Great Rotation–or Just a Great Head Fake?

Growth, value, and the danger of following the herd.
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Daily Market
February 4, 2026

Why the Spreadsheet Didn’t Kill Wall Street

AI won’t end software–but it will reshape it.
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Daily Market
February 3, 2026

Priced for Perfection: The Palantir Problem

Palantir’s growth is undeniable—but so is its valuation. Here’s why fundamentals alone don’t decide the trade.
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Daily Market
February 2, 2026

When Gold Stops Behaving Politely

High returns demand high risk. Gold is no exception.
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Daily Market
January 30, 2026

Chairman Warsh: The End of Story Stocks?

A former inflation hawk just got tapped to run the Fed. Here's why that might be exactly what growth investors need.
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