Market 07/21: Risk-On, Capital Rotates Back to Semiconductors
War Risks and Why Gold, Bitcoin, DXY, and NQ Are All Rising
US Stock Investing
Latest Posts
MACROECONOMICS
SEE ALL
Credit Risk Meets AI: Who Gets Margin Called First?
AI Demand May Be Infinite, But Capital Is Not
The Second Iran War: A Heavier Impact Than the First?
Are the Buffers in the Oil Market and Global Economy Sufficient to Close Hormuz?
The Disappearance of USMCA - The Risk of Uncertainty
From Trade Agreement to Policy Risk Regime
MARKET KNOWLEDGE
SEE ALL
U.S. Banks in Q2/2026: The Golden Quarter
When market-driven profits blow past all forecasts
Mexico: The Rental Economy Grows
When exports, remittances, and FDI cannot provide support
SpaceX: Is $2 Trillion Too Expensive?
Breaking down Starlink, rockets, AI, and X: how much of the future is priced into the current valuation?
MARKET DAILY
SEE ALL
Market 07/22: Oil Up, Iran Closes the Red Sea
Capital flow continues to favor semis for a second day
Market 07/21: Risk-On, Capital Rotates Back to Semiconductors
War Risks and Why Gold, Bitcoin, DXY, and NQ Are All Rising
Market July 20: Semi Short-Covering, Buyers Absent
War Escalates, Hormuz Closed: Why Did Oil Prices Collapse?
ENTREPRENEUR PERSPECTIVE
SEE ALL
250 Years of the U.S. Economy - Part 1: Hamilton's Gamble (1776-1865)
From a bankrupt nation to the foundation of a superpower - the story of the most important debt restructuring deal in modern history.
The World Cup from an Economic Perspective
Why do massive benefit forecasts often fail to materialize?
Apple After Steve Jobs: Tim Cook's 15-Year Legacy
Tim Cook didn't invent the future; he monetized it: 15 years, $840 billion in buybacks, and $3.65 trillion in value.
Calendar
No economic events scheduled