Complete Archive

Every Blog.

14

Blogs

04

Topics

Topic
14
MarketsJuly 27, 2026

AI Capex Is Splitting the Market in Two

Tesla and Alphabet both beat revenue expectations on July 22, then got hammered anyway, erasing hundreds of billions of dollars in combined market value in a single day. The spending, and the pressure it placed on profitability and cash flow, overshadowed the revenue growth. Meanwhile, a company that just sells power equipment to data centers had one of the strongest quarters in its history.

Read blog
AI Capex Is Splitting the Market in Two
13
Global EconomyJuly 20, 2026

The World Cup Made Billions. Did Anyone Besides FIFA Win?

The 2026 World Cup was projected to generate roughly $13 billion for FIFA's commercial cycle, while the 11 U.S. host cities could face a combined shortfall of as much as $250 million. Mexico received an estimated $2 billion economic boost, but that amounted to only about 0.1% of its GDP. Here is where the tournament's money actually went.

Read blog
The World Cup Made Billions. Did Anyone Besides FIFA Win?
12
Global EconomyJuly 13, 2026

The Iran Ceasefire Ended. Then Tehran Declared Hormuz Closed.

On July 8, Trump declared the Iran ceasefire "over" as the two sides traded strikes, sending the Dow down more than 570 points and oil higher. By July 12, Iran had declared the Strait of Hormuz closed. This is what "for now" actually looks like.

Read blog
The Iran Ceasefire Ended. Then Tehran Declared Hormuz Closed.
11
MacroeconomicsJuly 6, 2026

The Jobs Report That Solved Nothing

June added just 57,000 jobs, about half of what was expected, with hiring split thin across a few sectors while leisure and hospitality actually lost jobs. Normally that would mean a rate cut is coming. Instead, it just proved the Fed has no clean answer left.

Read blog
The Jobs Report That Solved Nothing
10
MacroeconomicsJune 29, 2026

The AI Boom Just Sent You the Bill

Apple and Microsoft both raised prices this week, blaming a memory chip shortage caused by AI data centers. DRAM prices are up nearly 100% this year. Here is how a server farm in another state ends up costing you $150 on your next laptop.

Read blog
The AI Boom Just Sent You the Bill
09
Global EconomyJune 22, 2026

A Truce With Iran Sent Oil Tumbling. For Now.

As of June 22nd, the U.S.-Iran war appears to be winding down and oil has fallen to its lowest level since early March. But a fragile 60-day framework, a contested $300 billion reconstruction fund, and a strait declared closed one weekend show how fast it could all reverse.

Read blog
A Truce With Iran Sent Oil Tumbling. For Now.
08
MarketsJune 15, 2026

SpaceX's IPO Is the Biggest in History, and the Trillion-Dollar Question

SpaceX went public on June 12th in the largest IPO ever, closing its first day up 19% at a $2.1 trillion valuation. Morningstar says its true worth is less than half that. Here is the trillion-dollar question.

Read blog
SpaceX's IPO Is the Biggest in History, and the Trillion-Dollar Question
07
MacroeconomicsJune 8, 2026

Good News Is Bad News: The Jobs Report That Broke the Market

The May jobs report came in stronger than expected at 172,000 new jobs. The market sold off anyway. Here is why good economic news has become the thing investors fear most.

Read blog
Good News Is Bad News: The Jobs Report That Broke the Market
06
MarketsJune 1, 2026

Wall Street Is Partying. Main Street Is Paying the Bill.

The S&P 500 hit an all-time high of 7,520 this week while inflation came in at 3.8%, the highest since May 2023. Here is how both things can be true at the same time.

Read blog
Wall Street Is Partying. Main Street Is Paying the Bill.
05
Monetary PolicyMay 26, 2026

The New Fed Chair Walked Into a Bond Market on Fire

Kevin Warsh was sworn in as Federal Reserve Chairman on May 22nd. Three days before, the bond market gave him a very unwelcome gift: the worst Treasury yields since 2007 and inflation at a three-year high.

Read blog
The New Fed Chair Walked Into a Bond Market on Fire
04
MacroeconomicsMay 18, 2026

Trump Flew to Beijing. A Trade Deal Came Out. Kind Of.

President Trump traveled to Beijing with 17 top CEOs for a two-day summit with Xi Jinping. Both sides came out claiming victory. The details tell a different story.

Read blog
Trump Flew to Beijing. A Trade Deal Came Out. Kind Of.
03
MacroeconomicsMay 11, 2026

The Jobs Report Came Out. It's Complicated.

The government released the April jobs report on May 8th. The headline numbers looked okay. But underneath them, more people dropped out of the workforce, part-time work jumped, and wages came in softer than expected.

Read blog
The Jobs Report Came Out. It's Complicated.
02
Monetary PolicyMay 4, 2026

The Fed Holds. Powell Says Goodbye.

The Federal Reserve kept rates on hold for the third straight meeting. But this was not just another boring decision. The Fed is more divided than it has been in decades, and Jerome Powell spoke to the media for the last time as chair.

Read blog
The Fed Holds. Powell Says Goodbye.
01
MacroeconomicsApril 27, 2026

Why Trade Wars Raise Prices

The U.S. and China have been trading blows recently in their ongoing tariff disputes. But most of that coverage is political in nature and doesn't translate to much for the average person. That is, until it does.

Read blog
Why Trade Wars Raise Prices