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Daily Market
December 10, 2025
Rate Cuts: Champagne for Stocks–Chamomile for Retirees
Why today’s rate cut is a mixed bag depending on whether you invest for growth or income.
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Daily Market
December 9, 2025
Barbarians At The Gate… Again
What a hostile bid for WBD tells us about credit markets, private financing, and risk appetite.
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Daily Market
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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Daily Market
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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Daily Market
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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Daily Market
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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Daily Market
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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Daily Market
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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Daily Market
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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Daily Market
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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