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Featured News and Insights

Forget AI Winter—This Is Rate-Cut Mourning Season

Markets are cycling through denial, anger, and depression over Fed rate cuts—Powell at Jackson Hole won’t make it easier.
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Powell at Jackson Hole: No Treats for Wall Street

The Fed isn’t here to fuel animal spirits—Powell may remind investors of that at Jackson Hole.
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Crusty Loaves and Crustier Markets: AI Edition

Investing in AI means risk, volatility, and the chance for generational returns.
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Treasuries, Spreads, and Sticker Shock: Welcome to Housing 2025

Housing costs are at 25-year highs. The bond market explains why.
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When Wall Street Meets Hurricane Season

Tariffs, stagflation fears, and seasonal drags: welcome to market hurricane season.
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What the 0.9% PPI Surge Really Means for Your Wallet

The PPI just jumped 0.9% — here’s what it means for tariffs, inflation, and Fed policy.
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Bullish Has Impressive First-day Run–Something There or Simply Air?

Crypto’s shift from fringe to mainstream–and what that means for investors.
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Where the Real Power in Finance Sits

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Inflation, Tariffs, and the Art of Not Panicking

Just breathe. That’s the theme today. Markets right now feel like a full-blown naval battle—tariffs are up an average of 16 percentage points in under a year, inflation is creeping back into core goods, Fed policy remains restrictive, and politics are adding more confusion. Valuations? Stretched....
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America’s Unique Talent for Hurting Its Best Companies

From Standard Oil to Microsoft to NVIDIA–how Washington keeps stepping on its own toes
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