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Daily Market
October 19, 2026

Technology Stocks Tumbled—but This Wasn’t 1987

The 2026 calendar matches 1987 exactly, but today’s market does not. Here’s why the latest technology selloff is no Black Monday–at least not yet.
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Daily Market
October 16, 2026

The Bond Market Is Trying to Tell Us Something

A 1.3% monthly PPI jump should have rattled bonds. Instead, Treasury yields fell—and that curious reaction could reveal where the economy is headed.
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Daily Market
October 15, 2026

AI Isn’t the Bubble. The Debt Might Be.

CoreWeave has billions in debt and enormous AI demand. The bond market is revealing where the real risk in the AI boom may be hiding.
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Daily Market
October 14, 2026

The AI Boom Isn’t Ending. The Bottleneck Is Moving.

The AI trade is becoming increasingly selective as investors ask which companies own true bottlenecks—and which merely benefit from temporary shortages.
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Daily Market
October 13, 2026

Jamie Dimon Is Carrying an Umbrella on a Sunny Day 

JPMorgan’s trading miss grabbed headlines, but its reserve build and shrinking appetite for risky loans may tell investors far more about what comes next.
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Daily Market
October 7, 2026

The S&P 500 Says Party. Market Breadth Says Look Again.

The market looks strong at the index level, but fewer stocks are participating. Here’s why concentration beneath the S&P 500 matters.
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Daily Market
October 6, 2026

Wall Street Is Attempting Rocket Science

Stocks are battling a powerful force: a 5.3% risk-free rate. The question is whether earnings can reach escape velocity before gravity takes over.
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Daily Market
October 5, 2026

The Fed Added Salt Before the Sauce Finished Reducing

The labor market is cooling, inflation remains stubborn, and consumers are losing purchasing power. The Fed has no appetizing choices left.
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Daily Market
October 2, 2026

When Cutting-Edge AI Chips Become Yesterday’s BlackBerries

Amazon may sell $8 billion of NVIDIA chips and lease them back. The real question is who bears the risk when today’s cutting-edge hardware becomes obsolete.
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Daily Market
October 1, 2026

Inflation Fell—After the Government Changed the Thermometer

The Fed keeps fighting inflation with higher interest rates, but some of today’s biggest price pressures may have little to do with monetary policy.
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