Latest News

• 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.

• Chips & NACHOs

  July 19, 2026

  
  Chips & NACHOs
  Chip stocks reversed course, the oil trade reemerged, and global earnings quietly encourage.

• Is the Easy Era Over?

  July 12, 2026

  
  Is the Easy Era Over?
  Geopolitical tensions rattle markets as research signals a more volatile era ahead.

• Life, Liberty, and Market Updates

  June 28, 2026

  
  Life, Liberty, and Market Updates
  As AI stocks stumbled and the Strait of Hormuz kept markets on edge, the U.S. turns 250 this week.

• Two Storylines, One Rally

  June 21, 2026

  
  Two Storylines, One Rally
  A hawkish Fed debut and a historic Iran ceasefire.