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Financial Professionals

Housing Dragged on Q1 GDP. The Economy Grew 2.5% Anyway.

What the last two quarters show about how much weight housing actually carries.

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Financial Professionals

The AI Trade Has a Borrowing Problem

The Nasdaq fell 4.5% in one week. Here’s where the pressure came from.

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Financial Professionals

Is the 2024 Concentration Scare Back?

Fewer than half of S&P 500 stocks sit above their 200-day average. Here’s why I’m staying constructive.

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Financial Professionals

Can Stocks Handle 5% Yields?

They did from 1967 to 2001. The bigger risk is high rates arriving alongside weaker earnings.

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Financial Professionals

The Energy Price Nobody’s Watching: $6.53

Diesel hit a record on Sept. 22, and it reaches further into the economy than gasoline does.

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Financial Professionals
November 2nd, 2026
Housing Dragged on Q1 GDP. The Economy Grew 2.5% Anyway.
Read more
Financial Professionals
October 26th, 2026
The AI Trade Has a Borrowing Problem
Read more
Financial Professionals
October 20th, 2026
Is the 2024 Concentration Scare Back?
Read more
Financial Professionals
October 12th, 2026
Can Stocks Handle 5% Yields?
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Financial Professionals
October 5th, 2026
The Energy Price Nobody’s Watching: $6.53
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Financial Professionals
September 28th, 2026
This Rate Hike Probably Won’t be the Last
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