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Wealth 101
September 5, 2025
Margin Pressure: The Unhealthy Diet of EPS Growth
Why margin compression is Wall Street’s biggest under-the-radar risk
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September 4, 2025
The Fed’s Impossible Choice
JOLTS crosses, Beige Book cools: the Fed’s dual mandate is getting shredded in real time
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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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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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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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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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