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May 25, 2026
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7 min read
A 300-year-old adage resurfaces every spring. The data behind it is real, just not the way most investors use it. The pattern has weakened, the risk profile has flipped, and in 2026, oil, rates, and the tariff courtroom carry more votes than any almanac.
May 24, 2026
6 min read
The Week the Numbers Have to Match the Story
May 23, 2026
Nvidia beat by $2.7 billion and conceded China in the same sentence. SpaceX filed. Anthropic turned profitable. The assumptions behind all of it are already being tested.
May 22, 2026
5 min read
Friday closed with the rally's assumptions under visible strain as rates, inflation expectations, and consumer pressure all moved higher together.
Nvidia's Huang projected AI infrastructure spending quadrupling Wall Street forecasts while SpaceX immediately faced the risks inside its own filing.
May 21, 2026
Anthropic's potential Microsoft chip deal would reshape its IPO story from supply constraint risk into infrastructure diversification strength.