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December 18, 2025

When Everything Is Fine—And Nothing Feels Right

Markets feel stuck despite strong earnings, rate cuts, and solid growth—here’s why.

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December 17, 2025

The Data Didn’t Scream--But It Whispered

Tenacity Has A Limit--And We’re Getting Closer To It

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December 16, 2025

Bitcoin Isn’t Broken—Risk Is Cooling

Why Bitcoin’s recent weakness matters more for stocks than crypto

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December 15, 2025

Markets Climbed The Mountain—And Ran Out Of Oxygen

A Year Without Backstops—Why Investors Must Stop Waiting For The Fed In 2026

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December 12, 2025

The Fed Cut—You Lost—Banks Won

Financials Led Markets To All-Time Highs—And It Has Everything To Do With Interest Rate Mechanics.

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December 11, 2025

Why AI Investing Now Belongs To The Fundamentalists

AI’s trillion-dollar promise meets the inconvenient math of debt and CAPEX.

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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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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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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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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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