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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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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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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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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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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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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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November 24, 2025

The Silent Recession Inside America’s Wallets

Consumer sentiment has collapsed to historic lows—across incomes and political lines. Here’s why investors and the Fed must pay attention.

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November 21, 2025

Fedspeak, Volatility, and the AI Meltdown That Shouldn’t Have Happened

Why sentiment, not fundamentals, drove this week’s selloff–and what investors should really focus on.

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November 20, 2025

NVIDIA’s $57 Billion Flex and the Death of the AI Bubble Call

Markets doubted. NVIDIA answered. Here’s what the numbers say.

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November 19, 2025

You Want 1000% Gains Without the Drawdowns? Good Luck

Want big stock market returns? You’ll need to endure the gut-punch drawdowns. There’s no shortcut.

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