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Featured News and Insights

The Fed Is Data Dependent—But What If There’s No Data?

Investors ignore shutdown noise—but they can’t ignore missing jobs and inflation data.
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The Healthcare Food Chain: Insurers, Distributors, and Pharma

Drug pricing parity and the new TrumpRX.gov deal explained in plain English KEY TAKEAEWAYS UnitedHealth margins shrank to 18%, Cardinal Health to 3%, while AbbVie’s sits at 83% Drug companies hold pricing power due to patents and lack of substitutes US government is the largest health insurer...
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When the Lights Go Out: Stocks in a Shutdown

A looming government shutdown has investors on edge. I break down past shutdowns and how markets really reacted–you may be surprised
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Sticky Inflation and Old News

Earnings, labor, shutdown risk—the week’s market drivers explained.
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Pump Up the Base: Fed Policy Explained

What the Fed’s obsession with “neutrality” means for markets, rates, and your portfolio.
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Why Lower Rates Won’t Fix Housing Affordability

The surge in new home sales looks strong–but supply, demand, and interest rate gravity tell a different story.
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Stocks, Rates, and the Fed’s Math Games

What Powell means when he says rates are “moderately restrictive.”
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Declining Payrolls: The Canary in the Coal Mine

Soft survey data and hard payroll numbers tell the same story–trouble for jobs.
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Déjà Vu: The 1990s Dotcom Run vs. Today’s AI Boom

History shows markets can stay “too expensive” for years before breaking. Are we there now?
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Forward PEs at 22x—Just Math or Justified?

Rate cuts gave stocks their sugar rush, but can EPS growth keep the rally alive?
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