CPI Day: The "Sticky 3%" Problem
Tuesday’s inflation report is out. We will discuss why the "Last Mile" of the inflation fight is proving impossible for the Fed to win without breaking the labor market.Today's Stocks & Topics: SkyWat...
15 Jan 44min
Emerging Markets: The 2026 Value Play?
With US stocks at record valuations, we will analyze the case for Emerging Markets (EM) as the contrarian "value play" of 2026, driven by a potentially weaker dollar.Today's Stocks & Topics: Bright Ho...
14 Jan 44min
Housing: The "Lock-In" Thaw
With mortgage rates stabilizing near 6%, there are early signs that the "lock-in effect" is breaking, potentially bringing much-needed inventory to the Spring 2026 market.Today's Stocks & Topics: Micr...
13 Jan 46min
The Yield Curve "Un-Inversion"
The 10-year Treasury yield is finally pushing comfortably above the 2-year yield; we will explain why this "normalization" is healthy but often precedes a mid-cycle slowdown.Today's Stocks & Topics: T...
9 Jan 45min
The 2026 "Great Rotation": Tech vs. The Old Economy
As 2026 begins, Wall Street consensus is shifting away from the "Magnificent Seven" and toward "Old Economy" cyclicals... we will analyze whether this rotation is real or a head-fake.Today's Stocks & ...
8 Jan 46min
The "January Barometer"
Wall Street lore says "As goes the first week, so goes the year"... we will track the market's performance in these first 5 days, and its historical accuracy as a predictor.Today's Stocks & Topics: In...
7 Jan 46min
The "Cash Trap" of 2026
For years, money market funds have paid 5%, but as the Fed shifts policy, we will explain why sitting in cash might be the biggest risk to your income in 2026.Today's Stocks & Topics: Rocket Lab Corpo...
6 Jan 46min
The Return of "Active" Management?
In a bull market, index funds win and in a sideways or volatile market, stock pickers shine. We will discuss whether 2026 is the year to move from passive ETFs to active selection.Today's Stocks & Top...
3 Jan 45min
