France’s Debt Problem Is An AI Problem
October 10, 2026
France’s fiscal crisis stems from the global AI investment cycle and high interest rates.
Mentions: BOTZ
Estimates Keep Rising As Q3 Earnings Season Takes Center Stage
S&P 500 earnings are projected to surge 24.3% as the Q3 reporting cycle kicks off with JPMorgan and Citigroup.
Fed Minutes Signal More Tightening Amid Mixed Inflation Data
Fed minutes signal another rate hike is likely by year-end to combat persistent inflation.
A Bull Market Party With A Very Small Guest List
The S&P 500 hits record highs despite nearly half of its components sitting in bear territory.
October 2026 Monthly
Global markets remain resilient as massive AI investment sustains U.S. growth despite renewed tightening from the Fed and ECB.
Soft Labor Data Meets Solid Earnings: The Bullish Setup For The Market
Soft labor data and robust earnings projections create a bullish market setup. S&P 500 earnings are forecast to jump 24.6%, led by Nvidia and Micron.
LATEST ARTICLES
How Government Intervention Destroys Markets And Mandates Scarcity
October 10, 2026
Systematic currency debasement and government price controls are eroding living standards by distorting vital market signals.
USDCHF Found Buyers After Elliott Wave Double Three
October 10, 2026
USDCHF found support at the 0.8240-0.8219 level after completing a textbook Elliott Wave Double Three pattern.
Equity Risk Premium Has Vanished, And Stocks Aren’t Cheap
October 10, 2026
Equity risk premium has vanished as Treasury yields hit 2002 highs, leaving stocks expensive.
Where Is AI Headed Next?
October 10, 2026
Trillions in AI infrastructure spending are fueling a new wave of winners in hardware and power systems.
The Real Estate Crash ETF Trending Up Right Now
October 10, 2026
Bearish real estate ETFs are surging as high interest rates and declining property valuations spark crash fears.
Week Ahead: Firm US CPI And Unresolved European Challenges Despite Deal With Beijing May Drive Markets
October 10, 2026
A firm US CPI report and unresolved European budget challenges are poised to drive global markets.
Where Global Money Goes After The Fed Pauses
October 10, 2026
The Fed’s expected rate pause signals a late-cycle shift, fueling a potential blowoff run in mega-cap tech as global capital flows back to the U.S.
S&P 500 + 40 YR Economic Cycle - Elliott Wave Weekly Update
October 10, 2026
S&P 500 Elliott Wave analysis signals the final stages of a historic rally as a 40-year cycle draws parallels to 1987.
Venture Global: Its Customers Own The War, Its Shareholders Own The Glut
October 10, 2026
While geopolitical shocks provide temporary support, massive industry overcapacity signals a 24-month price target of $11.25.
The Midterms Are An Ad Auction. Here Are The Stocks That Cash The Checks
October 10, 2026
Record political spending fuels high-margin revenue for local TV groups like Nexstar Media Group and Gray Media.
Weekly Recap: Bitcoin Tumbles While Samsung And OKX Make Big Moves
October 10, 2026
Bitcoin and Ethereum tumbled as $1.22 billion in ETF outflows and macro risks pressured crypto markets.
Why The AI Trade Is Becoming A Problem For The Bond Market
October 10, 2026
Surging AI investment is lifting U.S. borrowing costs as corporate debt issuance tops $1 trillion.
Mentions: IEF
Big Picture: Fiscal Dominance, Rising Rates, And Raging Debt
October 10, 2026
Rising national debt and interest payments have trapped the Federal Reserve in a fiscal dominance bind.
Mentions: SPY
EDITOR'S CHOICE
S&P 500 earnings are projected to surge 24.3% as the Q3 reporting cycle kicks off with JPMorgan and Citigroup.
Fed minutes signal another rate hike is likely by year-end to combat persistent inflation.
The S&P 500 hits record highs despite nearly half of its components sitting in bear territory.
IN THE SPOTLIGHT
Canadian bonds offer a stable alternative to U.S. Treasuries as surging debt threatens to push yields toward 6%.
Regions Financial l is projected to return 17.8% by next year through price growth and a 4.49% dividend yield.
Nvidia earnings are outpacing its share price gains, causing its P/E ratio to fall during a historic rally.
Advanced Micro Devices is surging in a wave-five impulse with targets set at $730 and $800.
The Dow Jones Industrial Average faces a potential 39% drop as rising 30-year Treasury yields push valuations to 2021...