Explore the impact of hyperscalers and their data center spending on the tech industry and beyond with insightful analysis.

Explore the implications of above-average returns in financial markets and what influences these long-term trends.

Real wages in 2026 have slipped below zero for the first time in three years, and the squeeze is showing up in consumer ...

Michael Lebowitz has over 35 years of financial markets experience. He has been involved in trading, portfolio construction, and risk management involving some of the largest and most active ...

Russell Napier's classic tome "Anatomy of the Bear" is a mandatory study for every financial professional and investor who seeks to understand not only how damaging bear markets can be but also the ...

Explore the implications of Bad Inflation as August CPI data reveals a decelerating core reading despite rising headline ...

Explore the concept of a stealth bear market and its impact on the S&P 500 amid significant value and growth rotations.

Bonds rallied into the teeth of the bad inflation data. Mohamed El-Erian, ex CEO of PIMCO and renowned bond expert, asked the ...

The Stock-Bond Correlation was broken by oil as price pressures increased, causing a growth scare in the economy. Oil will ...

According to Goldman Sachs prime brokerage division, hedge funds cut technology positions in mid-October at the fastest rate since 2016. The selling helps explain recent weakness in the Nasdaq 100, ...