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Latest News
| Title | Published |
|---|---|
A Bottom Is In For U.S.-China Trade A bottom is now in for trade between the U.S. and China. It might even be *the* bottom for the global tariff war that began in April 2025, but only time will confirm that for sure. | about 18 hours ago |
The Screw Tightens, The Wheel Turns As we step through earnings season, Wall Street focus continues to be on signs that AI is actually creating value for companies that are not selling access to the core AI infrastructure. | about 21 hours ago |
Fed Policymaker Comments Raise The Stakes For Inflation Data Annualized core CPI has remained in a 2.6%â2.9% range despite considerable volatility in global energy markets following the onset of the Iran conflict earlier this year. Read more here. | about 22 hours ago |
Dow, S&P 500 Futures Edge Higher As Record Bank Earnings, Cooling Inflation Lift Risk Appetite: ASTS, ATAI, AAPL, PYPL in Focus Dow, S&P 500 Futures Edge Higher As Record Bank Earnings, Cooling Inflation Lift Risk Appetite: ASTS, ATAI, AAPL, PYPL in Focus | 1 day ago |
Country Risk: Drivers, Measures And Investment Implications - The 2026 Edition As in prior years, I will spend this post looking at what causes risk to vary across countries, how to measure those risk variations, and the implications for businesses and investors. | 1 day ago |
XNTK vs. QQQ: Does a 35-Stock Tech ETF Beat Just Buying the Nasdaq-100? XNTK vs. QQQ: Does a 35-Stock Tech ETF Beat Just Buying the Nasdaq-100? | 1 day ago |
AIER Everyday Price Index Down Slightly After Spring Cost Surge The AIER Everyday Price Index (EPI) fell to 312.8 in June 2026, down from 316.0 in May. | 1 day ago |
A Bottom Is In For U.S.-China Trade
A bottom is now in for trade between the U.S. and China. It might even be *the* bottom for the global tariff war that began in April 2025, but only time will confirm that for sure.
The Screw Tightens, The Wheel Turns
As we step through earnings season, Wall Street focus continues to be on signs that AI is actually creating value for companies that are not selling access to the core AI infrastructure.
Fed Policymaker Comments Raise The Stakes For Inflation Data
Annualized core CPI has remained in a 2.6%â2.9% range despite considerable volatility in global energy markets following the onset of the Iran conflict earlier this year. Read more here.
Dow, S&P 500 Futures Edge Higher As Record Bank Earnings, Cooling Inflation Lift Risk Appetite: ASTS, ATAI, AAPL, PYPL in Focus
Dow, S&P 500 Futures Edge Higher As Record Bank Earnings, Cooling Inflation Lift Risk Appetite: ASTS, ATAI, AAPL, PYPL in Focus
Country Risk: Drivers, Measures And Investment Implications - The 2026 Edition
As in prior years, I will spend this post looking at what causes risk to vary across countries, how to measure those risk variations, and the implications for businesses and investors.
XNTK vs. QQQ: Does a 35-Stock Tech ETF Beat Just Buying the Nasdaq-100?
XNTK vs. QQQ: Does a 35-Stock Tech ETF Beat Just Buying the Nasdaq-100?
AIER Everyday Price Index Down Slightly After Spring Cost Surge
The AIER Everyday Price Index (EPI) fell to 312.8 in June 2026, down from 316.0 in May.