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I’ve said it more times than a Fed chair has said “data-dependent”—this market was running, and a 65% chance this is a short-term high is scary.

I know this is a bull rally in a bear market. It is almost textbook by historical standards. I will keep saying it until proven wrong.

The escalating tensions in the Middle East present a complex web of risks for equity markets that extends far beyond traditional oil price shocks.

Retail buying created the bottom of the market’s slide in April. Smart money was absent, as nothing had been finalized regarding tariffs.

The rally you all thought was just gambling. I mean, calling this a bull rally in a bear market should earn me an award.

Gotta love the market’s irony—just as seasoned pros call it a “bull rally in a bear market,” the market flips the script.

If you thought the stock market couldn't get more entertaining than a reality TV show, the final week of May 2025 proved you delightfully wrong.

Say what you want about Donald Trump — and the media certainly does — but the man plays the press like a Steinway.

The following scenario maintains that for economic growth, Trump needs to avoid tariff levels that significantly dent consumer purchasing power.

The Q1 2025 earnings season has revealed a striking dichotomy in corporate America’s approach to forward guidance.