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Wealth 101
September 10, 2025
Jobs, Inflation, and the Fed’s No-Win Game
AI efficiency, tariff uncertainty, and BLS revisions put jobs in the spotlight.
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September 9, 2025
Tastes Like Chicken: The Messy Truth About Monthly Jobs Data
The truth about employment data: estimates, adjustments, and a whole lot of math.
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September 8, 2025
Antibiotics For A Viral Economic Problem
2019 déjà vu: Fed cuts couldn’t fix a trade-war hiring slowdown then–and won’t now.
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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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