Forget the government data — this chart explains the deteriorating labor market
The government shutdown means the September jobs report likely won't be released.
Oct 3, 2025
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7 min read
Wall Street is buying the dip on the government shutdown
The S&P 500 hit a record high the first day of the government shutdown.
Oct 2, 2025
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7 min read
History and fundamentals both point to a record-smashing Q4 for stocks
The S&P 500 just saw its second-best September in 27 years.
Oct 1, 2025
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8 min read
'Big Short' investor Vincent Daniel explains the most under-the-radar risks in markets
An interview with the legendary investor and trader.
Sep 30, 2025
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8 min read
Investors don't see a recession. Just look at consumer staples stocks.
Bulls are ignoring a closely-watched corner of the market.
Sep 29, 2025
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8 min read
This small-cap aerospace name has 30% upside as it moves from turnaround story to growth play
Investment chief Dan Bustamante's highest-conviction idea for the next 12 months.
Sep 28, 2025
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1 min read
Why the S&P 500's record valuations and froth make sense
Structural shifts and seasonality could justify the froth as the market enters its best time of year.
Sep 26, 2025
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8 min read
The AI boom is turning Big Tech stocks into utilities
The Magnificent 7's huge capital expenditures pulls them away from asset-light business models.
Sep 25, 2025
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8 min read
Jerome Powell sees a frothy stock market and limited inflation impact from tariffs
The Fed chief maintains that the job market presents the biggest risks right now.
Sep 24, 2025
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8 min read
A classic bubble indicator is flashing — but there's plenty of room for optimism
Robert Shiller's CAPE ratio just touched its highest level since 2000.
Sep 23, 2025
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8 min read
Small-cap stocks are doing exactly what bulls expected after a rate cut
The Fed has catalyzed widening market breadth and broad strength.
Sep 22, 2025
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9 min read
Booming data center demand can help this niche energy stock double after collapsing from recent highs
Veteran investor Rhys Williams' highest-conviction idea for the next 12 months.
Sep 21, 2025
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1 min read