Insights, Delivered Daily.

The Fed’s next move might not be a rate cut–but an end to Quantitative Tightening. Let’s unpack Powell’s latest hint. Important distinctions that you need to know.

Remembering the 1987 crash, program trading, and the birth of the “Fed Put.” Lessons for today’s high-speed, high-valuation markets.

Two defaults don’t make a crisis, but they might mark the start of one.

China’s grip on rare earths is strong, but America holds the demand—and that’s the real leverage.

A deep dive into what JPMorgan and Wells Fargo just told us about the state of the American consumer. Jamie Dimon warns vigilance, not collapse, as credit quality holds firm.

De-dollarization is a myth. The world still runs on U.S. trust, markets, and innovation–not gold bars.