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February 24, 2026

The Great AI Overreaction

AI isn’t killing software. It’s exposing weak business models. Here’s what investors are missing.

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February 23, 2026

Is the Labor Market Cracking—or Just Cooling?

The labor market may be softer than expected, but consumption—the heartbeat of the economy—is still healthy.

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February 20, 2026

Cockroaches 2.0

There is no free lunch on Wall Street. Private credit just reminded everyone why.

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February 19, 2026

WarGames, War Risk, and Wall Street

Carrier strike groups are moving. Oil could move next. A disciplined framework for positioning portfolios across three conflict outcomes.

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February 18, 2026

Babies in the Streets: When AI Fear Creates Opportunity

AI panic has crushed software stocks—but are investors throwing out high-growth “babies” with the bathwater? A valuation-driven reality check.

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February 17, 2026

The Math of M&A Ego

History shows acquirers often overpay in emotional bidding wars. Here’s why this media battle may follow the same script.

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February 13, 2026

The Next Apple Is Hiding in This AI Selloff

Transformative technologies test conviction before they reward it. AI is no exception.

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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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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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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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