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Nov 11, 2025
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16 min read
The rally’s out of gas. CoreWeave’s crashing, SoftBank dumped Nvidia, and the “shutdown fix” expires in weeks. The silence on the screens? That’s not peace—it’s pressure building.
Nov 10, 2025
14 min read
A 400-point rally, a generational housing gamble, and a Fed split in full view... the calm looks bullish... but it’s built on borrowed time.
15 min read
Washington pats itself on the back, Silicon Valley hits the ATM, and Wall Street’s rally looks more like a sigh than a surge.
Nov 7, 2025
Wall Street’s confidence cracked but didn’t crumble. From AI exhaustion to China’s rare-earth reset, this might be the week the market quietly changed direction.
17 min read
Momentum meets moderation. Markets cool, consumers tighten, and conviction shifts from story stocks to solid ground.
Nov 6, 2025
13 min read
Markets stumble as AI valuations wobble, Dalio calls the Fed’s next move “dangerous,” and Trump’s Big Pharma bargain flips the health-care trade.