Blog
The national debt crossed $40.05 trillion on August 18 as the 30-year Treasury yield climbed above 5.3% to its highest level since 2007. To support market liquidity, the Treasury will at least double
The market just hit a record high on bad economic news — and that's not a typo. Three Fed officials voted to raise rates while investors are betting on a September cut, and this week's CPI and PPI...
Why should Japan's currency have anything to do with your US tech company investment portfolio? What if...it had everything to do with the entire market? One carelessly or carefully left note from...
Fireworks in July typically happen on the 4th, but the market waited until the end of the month to let loose a "big finale". Significant drawdowns in AI-related verticals, stability concerns in...
Inflation numbers show a significant decline, but the market couldn't have cared less this week. Spiking oil amid new mid-east turmoil lead the narrative this week, outshining inflation or easing...
A chip pullback? A "double bottom" fail? Are they just flipping a coin in the Strait of Hormuz? Is the market starting to show signs of AI fatigue? Or is this all just dog days of summer low trade...
Despite ongoing conflict in the Middle East, the market's narratives and volume this week definitely had a "summer break" feeling. Daren and Chris take a deep dive on how human behavior remains a...
SpaceX debuted at $150, surged to $232 in four days on a wave of AI excitement, then lost 34% of its value in a single week. It was the most hyped, most AI-adjacent IPO of 2026 — and when it turned, t
The Federal Reserve just held interest rates steady — but for the first time in years, the bigger story isn't the number, it's the man behind the decision. Kevin Warsh walked into his first FOMC...
This week oil prices whipsawed on Iran headlines while a hot inflation print kept the Fed boxed in, and together they drove the narrative in the market. Is the war actually over...again? How would...