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Daily Market
July 15, 2026

The Fed Can't Fix This Inflation–But It May Try Anyway

Kevin Warsh's first congressional testimony revealed a Fed determined to restore credibility–even if markets suffer. Here's why investors should pay attention.
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Daily Market
July 14, 2026

The Fed's New Problem Isn't Oil—It's Core Inflation

A new Hormuz transit levy and an unexpected Fed shift could reshape inflation, interest rates, and markets faster than investors expect.
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Daily Market
July 13, 2026

The Strait of Hormuz Isn't Open—The Market Just Thinks It Is

A dramatic divergence between tanker traffic and stock prices raises uncomfortable questions for investors.
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Daily Market
July 10, 2026

The Quiet Market Signal Everyone Missed

AI headlines dominate markets, but the biggest story may be unfolding in the bond market.
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Daily Market
July 9, 2026

AI Isn't Just Driving Stocks—It's Driving Inflation

The latest Fed minutes reveal a surprising discussion about AI, inflation, chips, electricity, and monetary policy.
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Daily Market
July 8, 2026

Walmart's Price Cuts Aren't a Promotion. They're a Warning.

Beneath strong spending headlines, America's consumers are showing signs of stress. Walmart's rollbacks may be the clearest evidence yet.
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Daily Market
July 7, 2026

Your 401(k) Bought SpaceX Today–Whether You Wanted It or Not

What happens when a $2 trillion money-losing company joins a major index after only 15 days? Plenty.
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Daily Market
July 6, 2026

Wall Street Celebrated the Wrong Data

A market priced for perfection doesn't need bad news. It only needs reality.
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Daily Market
July 1, 2026

When Governments Become AI's Venture Capitalists

History doesn't repeat, but capital cycles often rhyme. AI may be entering its next chapter.
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Daily Market
June 30, 2026

AI's Biggest Risk Isn't Technology—It's Credit

Off-balance-sheet debt, private credit, and AI infrastructure are converging into one of today's biggest market risks.
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