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10-Year Treasury Hits 5% While the Fed Hikes Rates
The 10-year Treasury hit 5% and the Fed hiked rates. We explain why we think the hike was a mistake and what the inflation data actually shows.
Sep 17


Social Security’s Trust Fund Runs Dry in 2032: What Actually Happens
The trust fund is now projected to be depleted in 2032. Here is what that actually means for benefits, and why longer-term rates matter now.
Sep 3


Spotting Parabolic Moves: Warsh Fed Update & SpaceX IPO
Chip stocks like Micron have gone parabolic, running from $100 to $1,200 in just over a year on AI demand. We break down what a parabolic move is, how today's chart compares to past manias in silver, Bitcoin, and 1990s tech, plus the SpaceX IPO pullback, Fed Chair Warsh's first meeting, and the health of the U.S. consumer.
Jun 25


Rates Up, Oil Up, Inflation Up… So Is the Economy
The 10-year Treasury broke above 4.5%, oil tops $100, and inflation is hot—but the economy is defying expectations. Here's what it means for investors.
May 21


Another V-Shaped Recovery For Stocks
The S&P 500 fully recovered from the Iran selloff. Plus, new Section 530A "Trump accounts" go live July 4th — here's what every family needs to know.
Apr 23


2025 Recap: Stocks and Bonds Deliver
2025 proved to be a rewarding year for investors. Stocks rebounded from a challenging spring, and both stocks and bonds finished with healthy gains.
Jan 2


The Fed Cut Rates Again—Here's What It Means for Your Money
The Fed just cut rates for the third time in four months—here's what it means for borrowing, investing, and the housing market heading into the new year.
Dec 11, 2025


Is AI the Next Dot-Com Bubble?
Is AI the next dot-com bubble? I dig into the data and explain why today's tech landscape looks nothing like the late 90s.
Nov 28, 2025
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