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August 4, 2025

Labor Pain: The Hidden Cost of Tariffs

With tariffs rising and job growth collapsing, the Fed faces an impossible decision.

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August 1, 2025

Inflation Wakes Up—Just in Time for Tariffs

Inflation is creeping back and tariffs are officially arriving. Here’s what that means for stocks.

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July 31, 2025

Flight Path to Volatility: Markets Enter Final Approach

Your Post-it note of macro worries? Every box is getting checked—this week.

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July 30, 2025

Trade Winds, Tariff Clouds, and the Consumer Engine

The forecast is cloudy with a chance of Powell. Meta and Microsoft earnings could bring the thunder.

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July 29, 2025

Elastic, Inelastic, and the Tariff Math You Need to Know

With 15% tariffs becoming standard, which companies will absorb the hit—and which will pass it on?

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July 24, 2025

The Heat Is On at the Fed

Rate cuts are coming—but not for the reasons politicians hope. Here’s what Powell may really be watching.

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July 24, 2025

Just Math, Silly: Understanding Tariff Inflation

Inflation isn’t always what it seems. We unpack base effects, transitory spikes, and why Boeing wins while you pay more.

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July 24, 2025

The Cookie Crumbles: Tesla vs Alphabet

Tesla missed, Alphabet crushed it. But guess who gets the 180x PE multiple?

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