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Treasury Yields Just Hit Their Highest Level Since 2007. Here's What That Actually Means.

Treasury Yields Just Hit Their Highest Level Since 2007. Here's What That Actually Means.

The 30-year Treasury yield crossed 5% this week. That number moves through the entire financial system.

May 22, 2026

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4 min read

The Warsh Fed Is Here. The Regime Change Has Begun.

The Warsh Fed Is Here. The Regime Change Has Begun.

It's no longer hypothetical. Kevin Warsh is the 17th Chair of the Federal Reserve — and the regime change he promised is already underway.

May 21, 2026

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5 min read

The Great AI Investment Boom Has A Productivity Problem

The Great AI Investment Boom Has A Productivity Problem

AI capital spending just hit record levels. Productivity growth just hit its slowest pace in over a year. That tension is worth understanding.

May 20, 2026

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4 min read

S&P 500 Companies Are Keeping More Of Every Dollar They Make Than Ever Before

S&P 500 Companies Are Keeping More Of Every Dollar They Make Than Ever Before

War, inflation, high rates, a frozen labor market. And yet corporate profit margins just hit an all-time record. Here's what's actually happening.

May 19, 2026

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4 min read

The Labor Market Looks Stable On The Surface. Underneath It, Something Is Shifting.

The Labor Market Looks Stable On The Surface. Underneath It, Something Is Shifting.

April payrolls came in well above forecast. But the same report that looks strong is also sending some quieter signals worth understanding.

May 18, 2026

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4 min read

What's Happening In Private Credit Right Now Is Worth Paying Attention To

What's Happening In Private Credit Right Now Is Worth Paying Attention To

Over $20 billion in withdrawal requests. Funds capping redemptions. Here's what's going on and why it matters.

May 15, 2026

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3 min read

The Jobs Numbers That Nobody Quite Knows How To Read

The Jobs Numbers That Nobody Quite Knows How To Read

Hiring is happening. Layoffs are low. And yet something feels off. Here's what's going on.

May 14, 2026

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3 min read

Markets Hit Record Highs While Everything Felt Uncertain. That's Not A Contradiction.

Markets Hit Record Highs While Everything Felt Uncertain. That's Not A Contradiction.

A war, an energy shock, a divided Fed, and a 10% monthly gain. Here's how that actually makes sense.

May 13, 2026

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3 min read

What A Fracturing Fed Is Quietly Telling Us About Where Things Stand

What A Fracturing Fed Is Quietly Telling Us About Where Things Stand

The rate decision was straightforward. Almost everything else wasn't.

May 12, 2026

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3 min read

Americans Feel Okay About Jobs. They're Worried About Everything Else.

Americans Feel Okay About Jobs. They're Worried About Everything Else.

The headline number ticked up. But underneath it, something more interesting is happening.

May 11, 2026

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4 min read

The Currency Debasement Cycle

The Currency Debasement Cycle

And why gold still has upside.

May 7, 2026

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6 min read

Why The IMF Cut Its Global Growth Forecast And What That Actually Means

Why The IMF Cut Its Global Growth Forecast And What That Actually Means

The IMF just downgraded global growth to 3.1%. Here's why that number matters less than what's behind it.

May 6, 2026

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3 min read

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