What the Nasdaq's winning streak isn't telling you.
Big Tech's $470B AI bet collides with Fed independence concerns while gold breaks records and earnings season reveals who's spending—and who's delivering.
Trump's Greenland tariff threats tanked markets Tuesday before a Wednesday reversal. Meanwhile, small caps continue their historic breakout as the "Great Rotation" gains steam.
Fed independence is under attack, metals are screaming crisis, and TSMC just told us the AI trade is far from over.
Trump's Venezuela operation and $1.5 trillion defense budget proposal dominated the first full trading week of 2026—while small caps quietly outperformed Big Tech.
Happy New Year! Markets closed 2025 strong—and the setup ahead is even better.
Markets just delivered fresh all-time highs and an 18% annual gain—here's what the strength tells us about where the real opportunities lie heading into the new year.
December's hawkish Fed cut triggers a market rebalancing — the Russell 2000 hits records while mega-cap tech bleeds. Here's why 2026 belongs to the underdogs.
Markets hit records as tech crumbles and the Fed signals one lonely cut for 2026. The real story? Capital is fleeing concentration risk.
Markets hover at record highs betting on a soft landing—but PCE data, rare earth détente, and sticky labor numbers suggest the real test is just beginning.
Markets rip 3% in three days on rate cut hope. But beneath the rally, AI's trillion-dollar valuation question hasn't been answered.
December rate cuts back on the table as John Williams throws traders a lifeline — but the AI repricing isn't over.
