Markets Right Now: When the Map Changes, Not Just the Weather If you’ve been reading my notes for a while, you’ll know I’m less interested in daily price ...

If you’ve been with me for a while, you know I try to separate “loud” from “important.” This week, the market is loud. But it’s loud for a reason: we’re ...

The market isn’t “volatile” right now in the casual sense. It’s volatile in the structural sense: the plumbing of global trade, energy, and credit is being ...

Markets right now feel like they’re living at the intersection of geopolitics, energy, and an AI-driven growth story—and investors everywhere are being forced ...