We’ve Seen Fads Before
July 5, 2026
Surging demand for leveraged AI investments has pushed adjusted CAPE ratios to a historic 67.6x, signaling a massive bubble.
Soft labor data fueled rate cut hopes as investors rotated back into mega-caps.
Oil’s 40% retreat from May highs is cooling inflation and returning billions to consumers.
U.S. real estate led a mixed June market as commodities and Bitcoin faced sharp declines.
Global gold reserves have surpassed U.S. Treasury holdings for the first time since 1996.
WTI crude plummeted 30% as Middle East tensions eased, but El Niño-driven food costs and tariff deadlines signal new risks.
July 5, 2026
Surging demand for leveraged AI investments has pushed adjusted CAPE ratios to a historic 67.6x, signaling a massive bubble.
July 5, 2026
Growing demand from younger consumers fuels double-digit revenue growth and ambitious EPS targets.
July 5, 2026
Strive, Inc. launched the first U.S. exchange-listed preferred stock SATA to pay cash dividends every business day.
July 5, 2026
The private credit bust is spreading to the AI sector as shadow banks grapple with massive withdrawal requests.
July 5, 2026
Despite record debt, emerging breakthroughs in AI and energy suggest that betting against long-term U.S. resilience remains a losing trade.
July 5, 2026
Asset managers risk damaging reputations by launching excessive new products to offset squeezed margins.
July 5, 2026
Treasury bill net issuance returns this week, draining liquidity as the Treasury rebuilds its cash account toward $1 trillion.
July 5, 2026
EU regulators proposed simplifying EU Taxonomy rules to reduce reporting burdens for financial firms.