It’s only November, but it’s almost time to start taking stock of the year. And I’ll be the first person to admit that life is still too expensive in 2025. But maybe things will take a brighter turn in 2026.

We discuss why the U.S. economy is not in dire straits, why global investors continue to pour money into American markets, and why the real “pain trade” is still on the upside. 

World debt reached $111 trillion in 2025, equal to 94.7% of GDP.

Before you take a position in the AI trade, you need to understand how you respond to volatility.

Nvidia exceeds Q3 earnings, driven by AI chips, but faces stock dip amid growing AI bubble concerns on Wall Street.

All of the G10 currencies weakened against the dollar last week, and six fell by more than 1%.

At some point, capex growth may begin to compete with companies’ “anti-dilution” measures.

While everyone watched their screens bleed red, smart money was positioning for something that happens every single December. But they weren't buying what you'd expect.

The Fed is losing effectiveness in part due to the fiscal irresponsibility of Congress. $2 trillion and growing budget deficits have made effective monetary policy almost impossible.

De-risking/deleveraging gained momentum this week – at home and abroad.

The market is repricing risk rather than fleeing from it entirely.

AI infrastructure costs soar as GPU-driven capex outpaces realistic revenue potential.

They mark a first for the index fund pioneer.

There are a few reasons why the word equilibrium stirs up so much debate among economists.

We discuss the option trading dynamics and SPX.

Bitcoin price trades at $85,071 as Fed rate cut odds jump to 69.40% while spot ETFs face worst month of outflows since January launch with $2.47B in redemptions.

Recent defaults appear idiosyncratic rather than systemic, stemming largely from bank or public debt markets, with minimal private credit exposure.

After Nvidia became the world’s first $5 trillion dollar company in October 2025, investors are left wondering which tech giant will reach the milestone next.

Job growth came in somewhat stronger than had generally been expected, as the healthcare and social services sector added 57,100 jobs.

Warren Buffett’s success in building a market-beating portfolio of stocks has earned him an almost mythological status in investing lore. But luck also plays a role in picking stocks