March 31, 2026
A $1 move at the pump would redirect ~$50–60B from consumers to energy — compressing discretionary spending...
March 17, 2026
U.S. equity valuations are elevated relative to recent history — and more importantly, relative to the...
March 10, 2026
Oil price spikes driven by supply-side restrictions carry a very different economic impact than those driven...
March 03, 2026
For more than half a century, the global financial system has been organized around a simple reality: the US...
January 08, 2026
When a transformative technology arrives, it almost always triggers an investment–crash–digestion cycle.
December 30, 2025
Artificial intelligence (AI) is being adopted across a wide range of industries.
December 11, 2025
A less visible corner of the capital markets may have an outsized impact on risk assets: the cost of money...
November 24, 2025
A healthy-but-not-hungry consumer, a tired housing cycle, and no urgency for the Fed to move.
October 23, 2025
Why the world’s favorite “safe haven” and the growth-heavy Nasdaq index don’t really move opposite each other.
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