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Daily Market
January 13, 2026
Creative Destruction Just Hit The Labor Market
The labor market isn’t collapsing—but it’s weakening. And the Fed may be reading the wrong schedule.
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Daily Market
January 12, 2026
Subpoenas--Tariffs--And A Market On Edge
Three Separate Risks Are Pushing Treasury Yields Higher--None Of Them Good
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Daily Market
January 9, 2026
Markets Are Watching the Wrong Screen
Jobs day takes a back seat as the Supreme Court weighs the legality of Trump-era tariffs and the market implications are massive.
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Daily Market
January 8, 2026
The Job Market’s Emotional Recession
Job data looks stable on paper, but workers feel something different–and the Fed should pay attention.
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Daily Market
January 7, 2026
Roll the Dice--Why Defense--Not Resources--Wins the Game
Oil and rare earths are optionality--defense is control.
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Daily Market
January 6, 2026
Venezuela’s Debt Just Woke Up
From 16 cents to 40–why Venezuelan bonds are moving and what comes next.
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Daily Market
January 5, 2026
Heavy Oil–Heavy Consequences–The Donroe Doctrine And Venezuela
Why Venezuela’s oil matters--and who really benefits downstream.
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Daily Market
December 31, 2025
Comfortably Numb?
Why frequent fear didn’t derail stocks—and what that says about modern markets.
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Daily Market
December 30, 2025
Growth, Inflation, and the Year That Shouldn’t Have Worked
Markets, the Fed, and a consumer that refused to quit—2025 rewrote the rulebook.
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Daily Market
December 29, 2025
Banks Are Back--And That Should Worry You
Markets Are Efficient--And Merciless. Deregulation Makes Omelets And Breaks Eggs.
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