PayPal Beat Earnings… and Still Got Hit. That’s a Very 2026 Market Signal. One of the more telling market stories this week wasn’t an index move or a macro ...

Hormuz Risk Is Back on the Tape — and Markets Are Treating It Like a Live Wire A familiar pattern showed up in markets as headlines around the Strait of ...

Private credit just flashed a warning light — and global investors should pay attention One of the most important market stories this week didn’t come from ...

Berkshire’s Cash Pile Just Sent a Loud (and Useful) Signal to Global Investors One headline that stood out to me this week wasn’t about a flashy product ...

Exxon and Chevron Saying “No” to the White House Is Bigger Than Oil — It’s a Blueprint for How Markets Really Work One of the easiest mistakes investors make ...

Oil’s $126 Spike Wasn’t Just a Commodity Story — It Was a Stress Test for Every Portfolio A lot of investors treat oil like a separate universe: a chart you ...

Kevin Warsh Clears a Key Hurdle — and Markets Are About to Start Pricing a Different Fed One of the most underappreciated “macro trades” is not a data print, ...

UAE Leaving OPEC: A Small Headline With Big Implications for Global Investors One of the most market-moving stories in the commodity world right now isn’t a ...

China blocking Meta’s reported $2bn purchase of the AI group Manus is one of those stories that looks, on the surface, like a simple M&A deal that didn’t make ...

Fed Chair Politics Is a Market Variable Again — And Global Investors Should Treat It Like One One of the easiest mistakes to make in markets is to treat ...

Wall Street Shrugging Off an Energy Shock Isn’t Bravery — It’s a Very Specific Bet One of the more revealing market stories this week is how US stocks have ...

The Powell Cloud Lifts — And Markets Immediately Start Pricing the Next Fed One of the most underappreciated market risks isn’t a recession print or a CPI ...