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November 18, 2025

The Most Important Earnings This Week Isn’t NVIDIA

Walmart, not NVIDIA, reveals where the U.S. economy is actually heading. Here’s why Thursday’s earnings matter more than any AI stock.

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November 17, 2025

The Real Fed Mandate: Don’t Burn Down The House

The Fed wants 2% inflation and no recession. History suggests you rarely get both. Here’s why today’s stance looks like burning down the house.

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November 14, 2025

The Fed, The Pullback, And Your Sanity

With tariffs, inflation noise, and Fed chatter swirling, here’s what actually matters for investors.

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November 13, 2025

Why the Economy Looks Strong — But Feels Fragile

Markets are hot, consumers are spending — but that doesn’t mean everyone is winning. Here’s the K-shape story.

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November 12, 2025

The Labor Market Just Lost Its Pulse

The Fed can’t fix beef prices with rate hikes, and the labor market just turned negative. Here’s the real story behind ADP’s new NER Pulse.

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November 11, 2025

Always Win: Why Time Is the Only Real Edge in Markets

The odds of losing money in stocks drops from 23% to near zero when you hold long enough.

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November 10, 2025

A Truce–Not A Peace Treaty

Senate movement sparks futures-- but sticky services inflation and softening labor keep risk on the table.

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November 7, 2025

From Brooklyn Bricks to Silicon Chips: The Art of Real Investing

AI is still under construction. Here’s how to stay focused when the dust flies.

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November 6, 2025

Climbing on Thin Air: Markets, the Fed, and Fiscal Friction

The U.S. economy isn’t sprinting, but it’s still moving. The services sector just proved it.

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November 5, 2025

The Axe Is Back: What Labor Data Isn’t Telling You

Companies are trimming fat, data is frozen, and Powell is guessing. Welcome to blind economics.

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