November 9th, 2026

Stocks Bounce Back, but CPI and AI Earnings Come Next Last week’s technology selloff rattled Wall Street. The Nasdaq fell 3.4%, semiconductors dropped 12% on Thursday alone, and worries that a Democratic Congress could slow AI spending and data center construction...

November 6th, 2026

From Rotation to Reckoning: The AI Test The rally that followed the midterms’ “blue tsunami” washed out by Thursday. Earlier in theweek, investors moved out of AI and tech into other market sectors, looking like an orderlyrotation. On Thursday, selling had expanded...

October 16th, 2026

Earnings Lead the Way, But Capital Gets Expensive Earnings give the market a solid footing heading into the fourth quarter. The problem is the cost of money. With the 10-year Treasury above 5% and Brent crude over $100, inflation is running hotter than the Fed would...

October 9th, 2026

Earnings Are Winning. But the Headwinds Are Growing Earnings and growth are strong, but macro headwinds are growing louder. The market is entering a critical stretch. Corporate earnings and growth continue to support equities, but rising interest rates, elevated oil...

October 2nd, 2026

Stocks Keep Climbing the Wall of Yields The market refuses to break. The 10-year touched 5.34% this week, Brent sat near $100, and inflation stayed elevated, yet growth and earnings keep delivering. Treasuries just posted their worst quarter since 1994, but October...