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February 19, 2025

Tariffs, Threats, and Market Resilience – What’s Really Happening?

Tariffs are inflationary. Markets know it. So why aren’t they crashing?

February 18, 2025

Why the “Dumb Money” Might Not Be So Dumb Anymore

Markets are near all-time highs, but hedge funds are shorting stocks. Is retail too bullish?

February 14, 2025

Math Doesn't Lie: Why Tariffs and VATs Both Mean Higher Prices

Tariffs were bad, but VAT taxes? They’re just another way to make you pay more. Here’s the real math behind it.

February 13, 2025

Earnings Check-In: The Good, The Bad, and The Meh

Consumer Discretionary is leading, Industrials are lagging, and Tech is just fine. The key takeaways from earnings season so far.

February 12, 2025

Inflation, Labor, and the Fed: Where Are We Now?

Sticky inflation and a strong labor market: The perfect excuse for the Fed to stay put on rates.

February 11, 2025

DOGE Is Slashing Spending – But At What Cost to the Economy?

A trillion-dollar government cut could shrink GDP by 3.4%. Here’s how that might play out for the economy and markets.

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