Record revenue, strong growth—and a 10% plunge because nobody believes the AI spending story anymore. The reckoning just arrived.
Powell faces grand jury subpoenas. Netflix guides down while hitting 325M subs. Small caps surge as Mag 7 stumble. Here's what Wall Street is pretending not to notice.
Wall Street just hit all-time highs after learning December added only 50,000 jobs—capping the weakest labor market in five years. Welcome to 2026, where economic weakness is the new bull thesis.
Wall Street keeps celebrating new highs while ignoring the supply crisis quietly unraveling the AI boom's infrastructure.
Markets close 2025 with a rare three-peat of 20%+ returns. But the real story? Copper just posted its best year since 2009, and it's telling us where the smart money is headed.
The S&P just notched its 39th record close of 2025—but Powell's cutting only once in 2026. Here's what HENRYs need to know about the disconnect.
The dollar weakens. Inflation cools suspiciously. Broadcom triggers an AI selloff. Nobody's buying the soft landing anymore.
Powell's "hawkish cut" exposed the fantasy that easy money will save overvalued markets. Oracle's AI spending blowup was just the opening act.
Rate cuts won't save you from what's coming. While Wall Street cheers the Fed's expected pivot, Burry and Chanos are shorting the AI trade—and the math says they might be right.
Markets rally on rate-cut hopes while AI valuations crack and Americans sour on everything. Welcome to the final month of 2025's make-believe economy.
Powell's latest pivot, Nvidia's stumble, and why the bond market is pricing in a recession nobody wants to admit is coming.
After 43 days of darkness, the government reopened—but the Fed just walked back rate cuts, tech bled $820B, and consumer confidence hit near-record lows. Welcome to the new normal.
