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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


Is AI Really Killing Jobs?
The narrative that AI is killing jobs is everywhere — but the data tells a different story. We look at software developer job postings, what executives are actually saying about AI on earnings calls, and jobless claims at their lowest since the 1960s. Plus Q1 earnings crushing estimates at 27% growth, gas prices, interest rates, and retail spending hitting a one-year high.
May 7


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


March Jobs Report a Blockbuster — But Consider the Revisions
The March jobs report looked strong on the surface — but a deeper look at revisions, labor force trends, and the real state of the consumer tells a more complete story. Plus, we tackle the biggest myths about the middle class, foreign investment, and the U.S. dollar.
Apr 9


Oil Hits $95 and Wall Street is Eyeing Your 401(k)
Oil prices have surged to $95 a barrel amid the Iran conflict — but should you be worried about your portfolio? In this market update, we cover rising oil prices, inflation data, forward earnings estimates, and why Wall Street's push to put private equity into 401(k) plans is a major red flag for everyday investors.
Mar 19


Iran, AI Fears, and Inflation: What the Data Actually Shows
We break down what the data actually shows on the Iran conflict's market impact, the AI software stock selloff, Magnificent Seven earnings growth, and where inflation has hit hardest since 2019.
Mar 5
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