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Dec 21, 2025
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9 min read
The Week Ahead: Proof, Not Momentum
Dec 20, 2025
The Week the Market Stopped Paying for Vision
Dec 19, 2025
11 min read
AI bounced, but the rally carried conditions. From Oracle’s reversal to Nvidia’s policy gate, markets are rewarding access, balance sheets, and permission... not blind growth bets.
12 min read
Relief helped equities bounce, but higher yields are tightening the lens. AI is back in focus and positioning matters more than broad direction.
Dec 18, 2025
Softer inflation sparked a bounce, but capital didn’t chase blindly. AI rallied, discipline was rewarded, and the market quietly reaffirmed what still needs permission to survive this cycle.
CPI lands into a market pricing control, not comfort. Relief holds for now... but enforcement, access, and allocation are setting the next test across energy, defense, tech, and trade.