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October 2nd, 2026
Season 26 Episode 158
Is the AI train starting to produce real productivity and ROI?
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9 hours ago
October 1st, 2026
Season 26 Episode 157
S&P 500 EQUAL WEIGHT - down 7 weeks in a row. TIme for a bounce?
GROWTH - Atlanta Fed dropped Q3 GDP estimate from 5% to 3.7%
S&P 500 Q 4 Set up - Stro…
1 day, 8 hours ago
September 30th, 2026
Season 26 Episode 156
RATES - companies handling higher rates really well!
Growth - growing!
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2 days, 13 hours ago
September 29th, 2026
Season 26 Episode 155
Bad Breadth...but where is it isolated?
Stock and rates correlation. What changed?
US Dollar...if it is going to correct...this is the spot.
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2 days, 13 hours ago
September 28th, 2026
Season 26 Episode 154
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2 days, 13 hours ago
September 25th, 2026
Season 26 Episode 153
5%...isn't something supposed to break! Not when you look at the cost of money though the correct lens.
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1 week ago
September 24th, 2026
Season 26 Episode 152
MOVE Index Moved hard! Last time coincided with stock market bottoms...or close to it.
BREADTH - sucks in the short term view. But zoom out and look a…
1 week, 1 day ago
September 23rd, 2026
Season 26 Episode 151
Metals - Gold & Silver don't like accelerating CPI data or risng 2YR rates
Sentiment - AAII data says lots of investors are bearish...similar to what …
1 week, 2 days ago
September 22nd, 2026
Season 26 Episode 150
YIELD CURVE - hammered down.
OIL - 10YR / OIL correlation highest since 1990. Iran dependent more than Fed.
SEMICONDUCTORS - -13% discount to the S&P!…
1 week, 3 days ago
September 21st, 2026
Season 26 Episode 149
AI spending is just beginning
Transports looking sickly with $650+ diesel.
Copper - rise continues as global growth is still...growing
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1 week, 4 days ago