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Insights

Understand the current market trends with the latest news, strategies, and analysis.

Global Economy, Policy 1 min.

08/19/2026

Mid-Week Briefing: Is the Cost of Capital Too Cheap?

Markets, Policy 1 min.

08/12/2026

Mid-Week Briefing: Is the AI Capex Bubble’s Increasing Reliance on Circular Financing Bullish or Bearish?

Markets, Policy 2 mins

08/07/2026

Will the Bond Market Break the Stock Market?

Markets, Policy 1 min.

08/05/2026

Mid-Week Briefing: Is the US Treasury Still Supporting the 42 Macro Paradigm C Bull Market?

Markets, Policy 2 mins

08/05/2026

Is the Bond Market Sounding the Alarm on AI?

Markets, Policy 2 mins

07/14/2026

What Will Markets Be Forced to Price In Next?

Markets, Policy 1 min.

07/08/2026

Mid-Week Briefing: Will the Fed Spoil the Good Times Soon?

Markets, Policy 2 mins

07/07/2026

The REAL Reason Everything Is So Expensive

Policy 2 mins

07/02/2026

Will the Fed Tighten Soon So It Can Ease Even More Later?

Policy 1 min

06/17/2026

Mid-Week Briefing: What Did Kevin Warsh’s First Fed Meeting Reveal?

Policy 2 mins

01/22/2026

Can the Fed Stay Independent Amid Treasury Bond Market Imbalance?

Policy 3 mins

12/19/2025

How Should Investors Respond to the Sea Change in US Monetary Policy?

Markets, Policy 2 mins

12/19/2025

The Battle for Structural Reform at the Fed Begins

Policy 3 mins

10/02/2025

What Does the U-Shaped Economy Mean for Investors?

Policy 3 mins

09/24/2025

Are You Positioned for Structural Regime Change at the Fed?