2.4% Headline CPI Cheat Sheet: Energy, Banks, Airlines Stage Stealth Breakout
The Number That Didn’t Scream Headline CPI printed 2.4 % Tuesday, a whisker below the whisper 2.5 %. Futures barely…
There’s a peculiar tension in the battery world these days, one that’s been simmering beneath the surface but is now…
It’s funny how the narrative around Tesla has shifted over the past decade. I remember writing about Elon Musk’s audacious…
It’s funny how markets sometimes feel like a living, breathing organism—unpredictable yet somehow patterned. Just last week, clean energy ETFs…
It’s funny how the market whispers secrets long before they become headlines. Over my two decades scribbling columns for Bloomberg and others,…
The Number That Didn’t Scream Headline CPI printed 2.4 % Tuesday, a whisker below the whisper 2.5 %. Futures barely…
The Capex Ledger No One Sings About Between January 2023 and March 2025 the five largest U.S. cloud providers spent…
The Scoreboard Speaks Preliminary eVestment data show 58% of large-cap core mutual funds outperformed the S&P 500 in the first…
The Rule That Landed at 2 a.m. Most investors slept through it. At 2:14 a.m. ET on 3 June 2025…
The Quiet Data Point That Screamed First On 11 March the seven largest S&P 500 constituents—Apple, Microsoft, Alphabet, Amazon, Nvidia,…
The Fee That Wasn’t a Fee On 3 May the SEC’s new “spread-fee” footnote became mandatory inside every ETF prospectus.…
The Quiet Dividend That Screamed Microsoft lifted its quarterly payout 12 % after Wednesday’s close; Broadcom followed within minutes. No…
The Yield Drop That Wasn’t Supposed to Matter Two-year Treasuries have shed 82 bp since the October CPI miss, dragging…
From the cracked topsoil of Kansas to the glass-walled boardrooms of Boston, the same variable is rewriting price tags: water,…
Retail finally gets a ticket to the illiquid credit carnival—at a moment when carbon-intensity screens are rewriting the pricing grid…