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Daily Market (22)

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Daily Market

Pump Up the Base: Fed Policy Explained

What the Fed’s obsession with “neutrality” means for markets, rates, and your portfolio.
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Daily Market

Why Lower Rates Won’t Fix Housing Affordability

The surge in new home sales looks strong–but supply, demand, and interest rate gravity tell a different story.
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Daily Market

Stocks, Rates, and the Fed’s Math Games

What Powell means when he says rates are “moderately restrictive.”
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Daily Market

Declining Payrolls: The Canary in the Coal Mine

Soft survey data and hard payroll numbers tell the same story–trouble for jobs.
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Daily Market

Déjà Vu: The 1990s Dotcom Run vs. Today’s AI Boom

History shows markets can stay “too expensive” for years before breaking. Are we there now?
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Daily Market

Forward PEs at 22x—Just Math or Justified?

Rate cuts gave stocks their sugar rush, but can EPS growth keep the rally alive?
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Daily Market

Miran’s Dot And The Dovish Mirage

The median dot looks dovish—until you see the dispersion. Here’s the truth.
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Daily Market

Buy The Rumor. Meet The Fed.

Markets want 25 bps. Tariffs and jobs complicate it. Here’s how today’s dots could drive the tape.
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Daily Market

Gold, Real Yields, and the Dollar–No Magic, Just Math

Econometrics meets gold: a simple model with powerful insight.
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Daily Market

The Politics of Sentiment: Red vs. Blue Confidence Gaps

Sentiment is sliding—can a Fed rate cut turn the mood?
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