We are starting to see the beginnings of deglobalization: Countries are increasingly at odds with each other. There is wider disparity among political parties.
By Sheraz Mian
Mag 7 earnings for Q4 2025 show a "mixed bag." While Meta and Amazon impressed with AI-driven growth, Microsoft and Alphabet faced scrutiny over massive AI capex, creating a performance gap among tech titans.
The Federal Reserve left interest rates unchanged yesterday, as expected, but the challenges are increasing for identifying the right monetary policy for the path ahead.
Bitcoin topped in October 2025, ending the three-year bull cycle. The market is now unfolding a higher-degree corrective phase, with wave A in progress and a broader wave IV expected to play out through 2026.
Rithm Capital Corp. provides real estate, credit, and financial services.
Gold rebounds as weak U.S. labor data and growing Fed rate cut bets lift sentiment.
The S&P 500 is now down in 2026, and two of the eleven sectors are up by double digits.