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June 10, 2026

A Bad CPI Print With Missiles Attached

Inflation, oil, Iran, and the Fed are no longer separate stories—they are one compounding risk.

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June 9, 2026

Inflation’s Next Shoe May Be Tariffs

Markets may think tariffs are old news, but a new tariff structure is quietly forming just as inflation risk returns.

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June 8, 2026

The Fed Just Got a Dangerous Permission Slip

Markets sold off because Friday’s payrolls report handed the Fed a permission slip it may not be ready to use wisely.

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June 4, 2026

Buy the Rumor, Sell the Blowout

Broadcom delivered a massive quarter, but Wall Street punished the stock anyway. The lesson: when perfection is priced in, excellence can still disappoint.

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June 3, 2026

The next inflation shock may not come from oil–it may come from chips

The next inflation shock may not come from oil–it may come from chips

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June 2, 2026

How Great Management Wins Wars Before They Start

Before buying a stock, ask yourself one question: does management deserve your capital?

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June 1, 2026

Let Them Eat Rate Hikes

Jobs week arrives as inflation, AI layoffs, and consumer stress challenge the Fed’s view of a healthy labor market.

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May 29, 2026

Wall Street Loves the Snow. Main Street Feels the Ice.

Snowflake surged, oil headlines moved markets, and the American consumer quietly dipped deeper into savings.

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May 28, 2026

The Math Problem Inside America’s Grocery Basket

Kroger’s price cuts may look competitive, but they reveal something bigger: consumers are under pressure and demand destruction is hitting the grocery aisle.

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May 26, 2026

The Market Trades Hope While Consumers Pay Cash.

Lower crude prices may help by July, but the pump will not fix itself overnight.

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