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Oct 2, 2025
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11 min read
Shutdown delays key data, but traders chase momentum in chips, AI, and pharma.
Oct 1, 2025
12 min read
From a shutdown data blackout to pharma’s surge and late-cycle warnings, conviction is colliding with fragility
From Washington’s shutdown to Wall Street’s ETF surge, October starts with conviction colliding with uncertainty.
Sep 30, 2025
10 min read
Berkshire eyes chemicals, Pfizer cuts tariffs, Apple’s margin drag, Firefly’s rocket setback, plus shutdown looms.
From Washington brinkmanship to Boeing’s next jet and GM’s pivot, investors face signal and smoke at quarter’s turn.
Sep 29, 2025
Wall Street’s High-Wire Act, shutdown drama, AI disruption, and debt cracks - Q4 opens with both tension and opportunity