Economy News
Markets, macro and movers — curated.
The Crypto Clarity Act: A Watershed Moment for Digital Asset Regulation
An analysis of the upcoming Senate markup of the Crypto Clarity Act and what comprehensive crypto regulation could mean for digital assets.
Markets, Ceasefires, and the New Calculus of Geopolitical Risk
An analysis of how markets are absorbing the Iran-US ceasefire, energy shocks, China's stake in resolution, and the Fed's evolving policy stance.
The Tokenization Era: How Institutional Capital Is Reshaping Crypto in 2026
How BlackRock's tokenized funds, decentralized AI infrastructure, and on-chain real-world assets are redefining institutional crypto adoption in 2026.
Navigating the AI-Driven Market: Infrastructure, Software, and the Industrial Tailwind
An analysis of the AI infrastructure boom, Microsoft's positioning, Nvidia's relative performance, and industrial beneficiaries like United Rentals.
AMD's AI Ascent: A Semiconductor Powerhouse Reaching New Heights
An analysis of AMD's Q1 2026 earnings, AI-driven growth strategy, competitive positioning against Nvidia and Intel, and stock valuation concerns.
Room to Run: Assessing the AI Trade and Broader Market Leadership
An analysis of why the AI-led rally still has room to run, with leadership broadening across small caps, value, emerging markets, and private credit.
A Banner Week for Semiconductors and AI Infrastructure
A recap of a record-setting market week driven by chipmakers and AI infrastructure earnings, with attention turning to a US-China summit and inflation data.
The 2026 Crypto Outlook: Predictions, Fundamentals, and the Sentiment Paradox
An analysis of Bitcoin and Ethereum price targets for 2026, the regulatory landscape, the Ethereum thesis, and the widening gap between sentiment and fundamentals.
A Tale of Two Indicators: Jobs Strength Meets Sentiment Slump
April jobs beat expectations while consumer sentiment hit a record low, setting up a pivotal week of CPI, PPI, and earnings data.
Anatomy of a Bull Market: Why the Rally Has Room to Run
A technical and macro examination of why the equity rally remains intact despite rising energy prices and lingering geopolitical risk.
Beyond the Earnings Miss: Why Coinbase Is Becoming a Volatility Super App
An analysis of Coinbase's recent earnings miss, its diversification into volatility products, stablecoin infrastructure, and the cyclical nature of crypto markets.
The AI Infrastructure Boom and the Race for Measurable Business Returns
An analysis of how AI infrastructure spending, ridesharing platforms, and Magnificent 7 names are converging on the same investor demand for measurable returns.
Riding Momentum: Trend-Following in an Era of Market Exuberance
An examination of momentum-driven trading strategies amid AI and tech market exuberance, where riding trends matters more than fundamentals.
The Capital Cost of Conviction: Weighing Profitability in the AI Infrastructure Race
An analysis of how AI infrastructure providers face mounting investor pressure to convert massive capital spending into demonstrable profitability.
Priced for Perfection: Inside the Post-Earnings Debate on Palantir
An analysis of Palantir's post-earnings selloff, valuation concerns, AI positioning, and options strategies for navigating a range-bound, richly priced stock.
Signs of a Bottom in the Housing Market and the Path Forward
An analysis of why the housing market may have hit bottom, which builders offer the most upside, and how to position trades around the sector.
Three Stocks Riding the Momentum Wave: NVDA, SMCI, and ZM
A technical breakdown of three momentum stocks — Nvidia, Super Micro Computer, and Zoom — examining breakout setups, support levels, and trading thesis.
The Nvidia-IREN Deal and the New Economics of AI Infrastructure
An analysis of the Nvidia-IREN partnership, its multi-gigawatt scope, and why power-backed AI infrastructure is now a premier market asset.
The Big Picture: China's Role in Iran War & Economic Growth Outlook
Analysis of the upcoming Trump-Xi summit amid the Iran war, plus a look at AI-driven earnings, jobs data, and whether the market rally can broaden.
Cloudflare's AI Pivot: Margin Compression and Workforce Restructuring Spark 24% Selloff
An analysis of Cloudflare's earnings shock, its 20% workforce reduction tied to an agentic AI strategy, and the resulting market reaction.