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Daily Market

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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Daily Market

When Wall Street Meets Hurricane Season

Tariffs, stagflation fears, and seasonal drags: welcome to market hurricane season.
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Daily Market

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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Daily Market

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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Daily Market

Where the Real Power in Finance Sits

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Daily Market

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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Daily Market

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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Daily Market

Trump’s Fed Gambit: The Miran Nomination and Market Stakes

How weaponized trade and monetary policy are shaping markets.
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Daily Market

The Myth of the Overvalued Stock

High P/Es aren't always red flags–sometimes they’re trail markers.
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Daily Market

Tariffs by POV: Who Wins, Who Pays, Who Pretends

A trillion-dollar shift in trade policy is coming. Here’s what it means for your investments.
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