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Daily Market
September 10, 2025

Jobs, Inflation, and the Fed’s No-Win Game

AI efficiency, tariff uncertainty, and BLS revisions put jobs in the spotlight.
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Daily Market
September 9, 2025

Tastes Like Chicken: The Messy Truth About Monthly Jobs Data

The truth about employment data: estimates, adjustments, and a whole lot of math.
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Daily Market
September 8, 2025

Antibiotics For A Viral Economic Problem

2019 déjà vu: Fed cuts couldn’t fix a trade-war hiring slowdown then–and won’t now.
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Daily Market
September 5, 2025

Margin Pressure: The Unhealthy Diet of EPS Growth

Why margin compression is Wall Street’s biggest under-the-radar risk
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Daily Market
September 4, 2025

The Fed’s Impossible Choice

JOLTS crosses, Beige Book cools: the Fed’s dual mandate is getting shredded in real time
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Daily Market
September 3, 2025

Mortgages, Term Premium, and the Bond Market’s Mood Swings

A market-savvy breakdown of term premium, the 10-year yield, and what rising uncertainty means for investors.
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Daily Market
September 2, 2025

From Ugly Duckling to Swan: Gold’s Unexpected Glow-Up

Gold is up 75% since 2023, outpacing the S&P 500—does this underdog have more steam left?
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Daily Market
August 29, 2025

The Season May Change, But the Market’s Thirst for Lower Rates Doesn’t

Stocks end August strong, but September’s seasonal weakness and Fed policy uncertainty loom.
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Daily Market
August 28, 2025

Don’t Fear The Bend: NVIDIA’s Growth In Context

Why toning down guidance makes sense–and why NVIDIA still outperforms.
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Daily Market
August 27, 2025

Is the U.S. Government the New Warren Buffett?

Should you invest alongside hedge funds, Berkshire Hathaway—or Washington DC?
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