AI Watermarks Are Live
August 16, 2026
From now on, the text and images you generate or simply pass through Claude will carry an invisible watermark. We might as well just call this “False Positives for Everyone.”
Q2 Earnings Season Enters Final Stretch: Walmart Headlines Upcoming Retail Earnings
Walmart headlines the final stretch of Q2 earnings as markets test the retailer's premium valuation against macro headwinds.
Yen Intervention Narrative: What’s True And Not
Japan’s yen intervention signals market stabilization via the Fed's FIMA facility rather than a secret bond market bailout.
Solar Overtakes Wind, But Fossil Fuel Demand Keeps Rising
Solar generation surged 30% in 2025, overtaking wind for the first time as the world's fastest-growing energy source.
Permission Slips: Dealing With No
There is a difference between owning a thing and having permission to use it, and almost everything most people count as their wealth sits firmly in the second category.
Q2 Earnings: Robust Results And Positive Estimate Revisions Validate Market Fundamentals
Robust Q2 results and positive estimate revisions across eight sectors validate market fundamentals.
LATEST ARTICLES
Bessent’s Upbeat Economy Pitch Is Meeting Hard Pushback
August 16, 2026
The Treasury secretary picked one inflation number this week. Your budget runs on a different one.
In This Article: UGA
Market Trends & Ideas We Can Glean From Latest CoT Report
August 16, 2026
Equity bulls must be hoping non-commercials will not be jinxing the massive bull run in the S&P 500 since the March 30 low. These traders just switched to net long e-mini S&P 500 futures.
Semiconductor Equipment: A Genuine Supercycle, But Not The One Investors Priced In A Year Ago
August 15, 2026
The principal cyclical risk remains eventual memory overinvestment. Current investment remains concentrated heavily on infrastructure, advanced products and process migration
Economic Data Forecasts For The Weeks Of Aug.
August 15, 2026
Here's what I expect to see in upcoming economic data releases from now through Labor Day.
Recent Market Breakout Running Out Of Steam?
August 15, 2026
Major indices are stalling in a tight trading range after a recent upside breakout.
In This Article: SPY
Why "Risk-Free" Treasury ETFs Aren't As Safe As You Think
August 15, 2026
We analyze the extreme risks behind historic gains in leveraged ETFs and Bitcoin
Ford And GM Seek Tariffs On Each Other, Consumers Want Neither
August 15, 2026
As the rivals clash over Korean imports and Chinese battery tech, rising production costs continue to burden U.S. consumers.
Nasdaq 100 - Elliott Wave Weekly Update
August 15, 2026
Nasdaq 100 technicals signal a potential market top as AI and semiconductor overvaluation mirrors dot-com era trends.
The Price Of Gas: Trump And Biden
August 15, 2026
Gas prices under Donald Trump and Joe Biden show a narrowing gap as geopolitical tensions drive costs higher.
In This Article: UGA
Options Expiration Could Unleash S&P 500 Volatility
August 15, 2026
S&P 500 volatility could surge as VIX options and monthly OpEx expire this week.
The Credit Crisis No One Is Talking About
August 15, 2026
Converging debt stacks threaten to trigger a domino-effect credit crisis in the near term.
In This Article: SPY
EDITOR'S CHOICE
Walmart headlines the final stretch of Q2 earnings as markets test the retailer's premium valuation against macro...
Japan’s yen intervention signals market stabilization via the Fed's FIMA facility rather than a secret bond market...
Solar generation surged 30% in 2025, overtaking wind for the first time as the world's fastest-growing energy source.
IN THE SPOTLIGHT
The principal cyclical risk remains eventual memory overinvestment. Current investment remains concentrated heavily on...
U.S. efforts to bolster the yen face skepticism as interest rate differentials sustain the carry trade.
Tele2 offers a projected 26% annual , fueled by a 5.2% dividend yield and consistent share price growth.
Elliott Wave analysis suggests an impulsive move lower is underway, signaling further weakness into next week.
Bitcoin trades sideways near $63,500 as in-line inflation data fails to spark a rally.