We spend a lot of time talking about how companies are doing in this economy. And as Q3 earnings reports are wrapping up, the answer is “quite well!”. But there is a whole other side to the economy that matters even more: the consumer.Re...

Most people in the world are “headline readers”. There’s simply not enough time in a reader’s day to get past the headline and do the research. Which is why the headline we saw on Friday (“Stocks Worst November Since ‘08”) was enough to raise s...

The market news last week was enough to give you whiplash. The Fed cut rates (Yay!). Powell intimated no more cuts in December (Boo!). Tech earnings were solid (Yay!). Some tech companies were punished for their AI spend (Boo!). But what does t...

It’s Fed Week again. And by every measure, it seems certain we’re going to get another rate cut. But what should we make about the market’s certainty (100%!) that rate cuts will continue in December and into 2026? Read more here:

Over the last several weeks, there has been a proliferation of articles and commentators questioning the extremely large capital expenditures of AI firms as they ramp up their capacity. It’s a saying as old as time: you have to spend money to m...