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April 8, 2026

To the Moon…and Back to Reality

The market got its headline. Now it has to deal with Hormuz, oil, inflation, and whether the deal actually holds.
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April 7, 2026

The Market’s Unofficial Rate Hike

The Fed has not raised rates, but markets already tightened financial conditions through stocks, yields, mortgages, and consumer debt costs.
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April 6, 2026

Why the “Strong” Jobs Report Wasn’t So Strong

Strong payrolls grabbed attention, but the real story is slowing hiring, falling confidence, and rising risk of a Fed policy mistake.
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April 2, 2026

The Market’s Weekend Blind Spot

March employment data may be the most important number of the month, but Wall Street will not fully react until Monday. That gap could matter a lot for portfolios.
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April 1, 2026

The Dirty Word Circling Wall Street

The Fed won’t call it stagflation, but investors should pay attention to the numbers, the policy trap, and the risks to 60/40 portfolios.
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March 31, 2026

Recession Is Just a Word Until Consumption Cracks

Recession is a label. What matters is whether high gas prices, market volatility, and economic anxiety finally hit consumer spending.
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March 30, 2026

A Year After Liberation Day, the Economy Has Less Cushion

Last year’s tariff shock hit a sturdier economy. This year, growth is weaker, inflation is hotter, and the risks are piling up.
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March 27, 2026

This Isn’t 1973, But It’s Close Enough to Hurt

Crude oil is repricing everything, but this is not a simple replay of 1973. Here’s what investors need to understand now.
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March 26, 2026

Gold’s Safe-Haven Myth Just Took a Beating

Gold was supposed to shine during crisis. Instead, it fell hard. Here’s why the safe-haven story is breaking down in real time.
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March 25, 2026

The Shadow Default Rate Is Telling on Private Credit

The real story in private credit is not just gated funds, but the paper inco The Shadow Default Rate Is Telling on Private Credit
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