The Fed Cuts on September 16. The Trade Isn’t the Cut.
A quarter-point cut on September 16 is already priced into every stock you own. What moves markets is the dot plot, Powell’s framing, and whether this is a soft-landing cut or the other kind. A…
Macro & Markets
How I Actually Analyze Money Flowing Into and Out of the US Stock Market
Price tells you what happened. Flow tells you who made it happen and whether they’re likely to keep doing it. I learned to separate those two questions the hard way, watching indexes grind higher on…
Which Tech Stocks Are Worth Buying Cautiously in Q4 2026
I’ve spent most of this year telling readers to be selective about tech, and I’ll be honest, that advice has occasionally looked wrong for a quarter at a time before looking right again. That’s the…
Top 5 Stocks to Buy for September 2026: A Win-Rate-First Portfolio
September has a reputation, and this year it comes with a calendar. The CPI print lands September 11 and the Fed’s rate decision follows on September 16, either one can move the whole market regardless…
The AI Capex Bubble: Is This 1999 Again?
I’ve spent about a decade watching capital cycles, and I don’t think “bubble or not?” is the right question about AI infrastructure spending. It fits in a headline, which is why everyone asks it, but…
Iran-Israel War and Stocks: What August 2026 Could Bring
I made a embarrassing amount of money during a geopolitical flare-up a few years back, and I want to open with that confession because it’s relevant to everything below: I didn’t make that money by…
US Stock Market Weekly Recap: Semiconductor Sell-Off, Iran Tensions, and What Next Week’s Fed Testimony Means
I’ve sat through enough “chips got smoked” weeks over fifteen years to know the drill by now: something scares the semiconductor trade, headlines get dramatic, and half of Twitter starts asking if the AI bubble…
Is the S&P 500 Overvalued in 2026?
I sold too early once before. 2021. Called the market frothy at 35x CAPE, moved a chunk to cash, felt very smart for about six weeks before the index climbed another 18% without me. That…
The Fed Is Stuck, Inflation Won’t Die, and Your Stock Portfolio Is Caught in the Middle
The Federal Reserve chairman spent much of 2024 and 2025 carefully engineering what looked like a textbook soft landing, six rate cuts totaling 175 basis points, inflation gradually retreating, the labor market slowing without collapsing.…
How to Use IBKR’s Advanced Features to Read Stock Price Movements
Interactive Brokers has a reputation problem. Not the kind that involves fraud or hidden fees. The opposite kind. Its reputation is that it’s too powerful, too complicated, and built for people who wear a headset…