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 ...

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

Value has crushed growth for four weeks, and the AI bill just came due. The risk now is assuming the defensive trade still has room to run. In last week’s Bull Bear Report, I warned that a “Meta-style ...

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 ...

Explore how hedge funds have rapidly cut technology holdings and its impact on the Nasdaq 100's recent performance.

Understand the impact of the buyback market on S&P 500 performance, highlighting earnings and share count reductions.

Meta reports impressive third-quarter results with record revenue of 64.60 billion and substantial growth in earnings.