AI Thrives, but Energy and Healthcare Drive Deeper Change
While AI grabs attention, energy and healthcare are forging genuine market shifts. It's not just hype; it's real-world impact.
Entries & reflections
Notes from the lab, from home, and from the road between.
While AI grabs attention, energy and healthcare are forging genuine market shifts. It's not just hype; it's real-world impact.
Markets celebrate big wins, but small businesses and private credit aren't as resilient. Understanding these matters can reveal broader economic truths.
Consumers keep spending amid market's AI obsession, revealing a gap between real-world caution and stock market optimism.
Stocks are up, but jobs and housing paint a less rosy picture of the economy.
While markets buzz about AI, gold, oil, and the dollar send a subtle warning the stock market might be ignoring.
Bitcoin's pullback highlights market shifts. Big Tech earnings now take center stage as traders watch momentum and confidence.
AI and semiconductors fuel market optimism, but geopolitical risks and costs cloud the outlook.
The market's AI-driven confidence is shadowed by policy jitters.
Stocks surged as optimism grew, but crypto remains shackled by fear and uncertainty. Here's why they diverged.
Crypto stocks soared with Bitcoin near $100k. Here's the real story.