QuickTakes
2026
02/17/26
The Great Valuation Rotation Of The Roaring 2020s
02/16/26
ECONOMIC WEEK AHEAD: February 17–20
02/16/26
Inflation: Are We There Yet?
02/15/26
MARKET CALL: AI Is Speed Skating On Ice
02/12/26
AI Immunity Trade Strikes Again
02/11/26
Desperately Seeking AI Immunity … January’s Pleasant Jobs Surprise
02/10/26
AI Disrupts Financials. Bad Data Misleads On Economy
02/09/26
Emerging Markets Continuing To Emerge
02/08/26
ECONOMIC WEEK AHEAD: February 9-13
02/07/26
MARKET CALL: Dow At 70,000 By 2029
02/06/26
Mini Tech Wreck Or Repeat Of The Big One?
02/05/26
AI Is Both Blessing & Curse … And: Is Bitcoin Biting The Dust?
02/04/26
Too Many Bulls Getting Shocked As AI Turns On Humans
02/03/26
AI Has Turned Technology Into An Even More Competitive Sport
02/02/26
Economy & Earnings Are Heating Up
02/01/26
ECONOMIC WEEK AHEAD: February 2-6
01/31/26
MARKET CALL: CME Margin Hike Triggers Hi-No Silver Away!
01/29/26
Another Yo-Yo Day In The Markets
01/28/26
Powell Says: ‘I Have Nothing On That For You’
01/27/26
Is Gold The New Bitcoin?
01/26/26
Time To Sell America?
01/25/26
ECONOMIC WEEK AHEAD: January 26–30
01/25/26
MARKET CALL: Geopolitical Risk-On Trade Causing Metals Meltup
01/22/26
Too Much Good Economic News?
01/21/26
From The ‘Art Of The Deal’ To The ‘Concept Of A Deal’ In One Day
01/20/26
Troubles In Tokyo & Nuuk Hit Stocks & Bonds
01/19/26
ECONOMIC WEEK AHEAD: January 20–23
01/18/26
MARKET CALL: So Far, So Good For Our Rebalancing Call
01/15/26
Dr Copper Is Bullish On 2026
01/14/26
US Economy & Earnings Ended 2025 Very Strongly
01/13/26
It’s Been A Long Year Already
01/12/26
Banking On Banks
01/11/26
MARKET CALL: Earnings Powering The Bull Market
01/11/26
ECONOMIC WEEK AHEAD: January 12–16
01/08/26
Roaring Productivity Versus AI Bubble
01/07/26
Two Long-Distance Runners: Forrest Gump & The US Economy
01/06/26
Will SMidCaps Outperform In 2026?
01/05/26
Off To The Races
01/04/26
MARKET CALL: Don’t Cry For Him, Venezuela
01/04/26
ECONOMIC WEEK AHEAD: January 5–9
01/02/26
MARKET CALL: 1920s And 2020s Not The Only Roaring Decades
01/01/26
CRIB SHEET: The New Year
