Markets
Market context, chart-driven reads, and advisor-ready capital-market perspective.
Will the Fed Raise Rates? The Case for a Hike—and the Case Against It
Five-year inflation expectations, another tool many Fed members rely on, sit at 2.4%, slightly below where they were before the Iranian conflict.
The 3 Investing Myths That Could Be Costing You More Than You Think
From your first day as an investor, you are handed a scoreboard. The S&P 500 index. If you beat it, you win; but if you trail it, for any one of a million different reasons, you lose.
The Stock Market’s September Risk Is Bigger Than It Looks
The Nasdaq Composite finished at 26,506.99 and the Dow at 53,414.25, with the Dow off 0.2% on the week and the Russell 2000 essentially flat.
The S&P 500 Looks Expensive. So Why Does Another Valuation Measure Say It’s Cheap?
One market valuation says run for cover while another says bargain. Both market valuation tools use data from the same 500 S&P companies but interpret the market completely differently.
The Math of Loss: Why Big Investment Losses Are Harder to Recover From
What happens when a bad stretch arrives at the wrong moment in your life? Let’s do the math Wall Street skips, one number at a time.
Democratic Socialism Is Gaining Momentum. What Does It Mean for Your Money?
A durable shift of democratic socialism toward higher taxes on capital, wealth levies, and deficit-financed transfers changes the terrain
The Market Keeps Hitting New Highs. Are They Actually Justified?
Resilient economic growth, ebullient earnings growth, and valuation validations make the current string of new highs… justified!
The One Signal Behind Every 20% Market Decline in 151 Years
In 151 years, every single 20% market decline was accompanied by a double-digit earnings decline, with zero exceptions.
Three Charts Explaining Today’s Biggest Market Risks
With this new bullish dollar narrative, let’s explore how a strengthening dollar affects the US economy and foreign economies.
Investors Are Watching Margin Debt All Wrong
Most of them can’t measure margin debt risk in any way that helps you manage a portfolio, and the most popular one is the least useful of the bunch.
Have the Magnificent 7 Become the Biggest Buying Opportunity of 2026?
Nearly every major desk, from BofA and Morgan Stanley to Goldman, JPMorgan, and HSBC, is leaning the same contrarian way.
Bull Market Rotation Has Begun. Is It Built To Last?
Stocks rose as market leadership broadened beyond tech, while the record-breaking SpaceX IPO tested investor appetite for risk.
Summer Rally or Summer Correction?
Two weeks ago, after the S&P 500 logged its ninth consecutive weekly gain, we discussed that a bull market pullback was coming. It came.
Inflation Came in at 4.2%—But the Real Story Is Oil
While the doom crowd is frantically telling you that the May inflation print of 4.2% means the Fed is trapped and the bull market is over.
Peace in Iran: Can a Deal Drive a Second Half Rally?
Investors should be thinking ahead. What will a peace deal, whether it’s this week or in months, mean for markets?
Most People Misunderstand the K-Shaped Economy
But it’s shrinking because millions of households climbed into higher brackets, not because they slid into poverty.
SpaceX, OpenAI, and Anthropic Are About To Drain Wall Street’s Liquidity
While IPO boom talk is great for clickbait, nobody is asking the most important question. Where will the money come from?
The Biggest Equity Supply Wave in History Is Coming. Should Investors Worry?
The question isn’t whether the equity supply is coming. It’s what happens after it lands. This past week, the market hit an all-time high.
Could Animal Testing Be Hiding in Your Investment Portfolio?
Explore the role of animal testing in medicine and cosmetics, the rise of alternatives, and what it means for sustainable investors.
Inflation Looks Hot Today, but Bond Markets Are Already Betting on What Comes Next
It’s worth explaining the math behind CPI and monthly price changes. Gasoline accounts for roughly 3.5% of the CPI basket.
