Mar 9, 2026
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8 min read
The week everyone hoped wouldn't happen.
Mar 2, 2026
9 min read
The market is skeptical about AI. That might be the healthiest thing about it.
Feb 23, 2026
6 min read
The tariff overhang lifts. Now we wait.
Feb 17, 2026
7 min read
The data looks better. I'm not changing my view yet.
Feb 10, 2026
The rotation is real. The foundation isn't as solid as Wall Street thinks.
Feb 2, 2026
Fed holds, Warsh nominated, and the AI spending question gets louder
Jan 26, 2026
Greenland whiplash, the Fed on hold, AI earnings on deck, and why Goodwill's record revenue says more than GDP
Jan 20, 2026
10 min read
Jan 12, 2026
11 min read
Jobs Slump, Markets Pump, and the Data That Matters
Dec 22, 2025
Rating Games and Resource Wars
Dec 15, 2025
14 min read
The Cracks Are Showing
Dec 8, 2025
The Disconnect Deepens
