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AI Spending Is Starting to Move Interest Rates
October 8, 2026 — Artificial-intelligence spending has become so enormous that Zach Abraham and Chase Taylor believe it increasingly belongs in the m…
23 hours ago
Inflation Can Shrink the Debt. What Does That Mean for Your Money?
October 7, 2026 — Inflation can reduce the real burden of government debt. But that doesn't make the debt disappear — it changes who bears the cost.
Z…
1 day, 22 hours ago
Oil Is Under $90. Why Is 2027 Pricing Still Climbing?
October 6, 2026 — WTI crude is back below $90, but farther-out oil contracts are still pushing higher. Chase Taylor explains why the futures curve ma…
2 days, 22 hours ago
The 10-Year Is Above 5%. Why Aren’t Stocks Falling?
October 5, 2026 — Treasury yields have surged above 5%, yet major stock indexes are still trading near record highs. Chase Taylor explains why those …
3 days, 22 hours ago
Stocks Were Green. Then the Pros Started Selling.
September 30, 2026 — Stocks spent much of the day higher before selling off sharply into the close. Zach Abraham explains why he pays particular atte…
1 week, 1 day ago
Higher Rates Are Already Doing Damage. Stocks Haven’t Reacted Yet
September 29, 2026 — Interest rates have moved sharply higher, but the stock market still appears remarkably calm. Zach Abraham argues that underneat…
1 week, 2 days ago
Why the AI Winners May Not Be Big Tech
September 28, 2026 — Big Tech is pouring extraordinary amounts of capital into artificial intelligence. But does spending the most money mean capturi…
1 week, 3 days ago
Stocks Stayed Flat as Bond Yields Exploded. Something Doesn't Add Up
September 24, 2026 — Stocks finished roughly flat even as Treasury yields surged, oil climbed and the dollar strengthened. Zach Abraham breaks down o…
2 weeks ago
The Market Took a Week to React to the Fed
September 23, 2026 — The Federal Reserve raised rates last week, but some of the biggest market reactions may only now be showing up. The 10-year Tre…
2 weeks, 1 day ago
AI Is Turning Big Tech Into a Commodity Business
September 22, 2026 — Big Tech built some of the most profitable businesses in history on network effects, enormous margins and powerful competitive m…
2 weeks, 2 days ago