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Daily Market
September 3, 2025

Mortgages, Term Premium, and the Bond Market’s Mood Swings

A market-savvy breakdown of term premium, the 10-year yield, and what rising uncertainty means for investors.
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Daily Market
September 2, 2025

From Ugly Duckling to Swan: Gold’s Unexpected Glow-Up

Gold is up 75% since 2023, outpacing the S&P 500—does this underdog have more steam left?
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Daily Market
August 29, 2025

The Season May Change, But the Market’s Thirst for Lower Rates Doesn’t

Stocks end August strong, but September’s seasonal weakness and Fed policy uncertainty loom.
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Daily Market
August 28, 2025

Don’t Fear The Bend: NVIDIA’s Growth In Context

Why toning down guidance makes sense–and why NVIDIA still outperforms.
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Daily Market
August 27, 2025

Is the U.S. Government the New Warren Buffett?

Should you invest alongside hedge funds, Berkshire Hathaway—or Washington DC?
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Daily Market
August 26, 2025

Dependence Day: The Fed, the President, and the Power Struggle Over Rates

The Fed’s independence isn’t guaranteed. History shows presidents push for cuts–and this time, the stakes may be even higher.
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Daily Market
August 25, 2025

Powell’s Dilemma: Tariffs, Jobs, and the Tragic Trade-Off

Why Powell may have no choice but to cut rates--even if inflation lingers.
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Daily Market
August 22, 2025

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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Daily Market
August 21, 2025

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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Daily Market
August 20, 2025

Crusty Loaves and Crustier Markets: AI Edition

Investing in AI means risk, volatility, and the chance for generational returns.
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