Latest News

• Weekly H&C OOO Sick

  August 30, 2026

  
  Weekly H&C OOO Sick
  Markets up but commentary is limited. We’re OOO sick.

• The Economy Didn’t Get the Memo

  August 23, 2026

  
  The Economy Didn’t Get the Memo
  A losing week for stocks and one of the best weeks the economy has had in four years.

• Flat Averages but Loud Data

  August 16, 2026

  
  Flat Averages but Loud Data
  The indexes barely budged, which was the least interesting thing that happened.

• Fewer Jobs, More Records

  August 9, 2026

  
  Fewer Jobs, More Records
  Payrolls shrink, hike odds fade, and markets hit records.

• No One Saw This Coming

  August 2, 2026

  
  No One Saw This Coming
  AI reversal, Fed division, ceasefire stall, and markets up?

• Good Earnings, Bad Vibes

  July 26, 2026

  
  Good Earnings, Bad Vibes
  Markets fell on AI and oil, but beneath the surface, earnings are ahead of last year.