No One Saw This Coming
August 2, 2026
AI reversal, Fed division, ceasefire stall, and markets up?
No One Saw This Coming
Latest News
Good Earnings, Bad Vibes
Good Earnings, Bad Vibes
July 26, 2026
Markets fell on AI and oil, but beneath the surface, earnings are ahead of last year.
Chips & NACHOs
Chips & NACHOs
July 19, 2026
Chip stocks reversed course, the oil trade reemerged, and global earnings quietly encourage.
Is the Easy Era Over?
Is the Easy Era Over?
July 12, 2026
Geopolitical tensions rattle markets as research signals a more volatile era ahead.
Life, Liberty, and Market Updates
Life, Liberty, and Market Updates
June 28, 2026
As AI stocks stumbled and the Strait of Hormuz kept markets on edge, the U.S. turns 250 this week.
Two Storylines, One Rally
Two Storylines, One Rally
June 21, 2026
A hawkish Fed debut and a historic Iran ceasefire.
Blast Off
Blast Off
June 14, 2026
SpaceX made history, as inflation data and geopolitical tensions kept markets on edge.
Good Jobs ≠ Good Markets
Good Jobs ≠ Good Markets
June 7, 2026
172,000 jobs added. Markets fell anyway.
New Highs, Old Questions
New Highs, Old Questions
May 31, 2026
Markets climbed to fresh records on Iran ceasefire hopes.
Rising Costs, Rising Markets
Rising Costs, Rising Markets
May 24, 2026
Markets kept climbing despite stubborn inflation. Two voices make the case that AI may a long-term antidote.