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Hot Takes

    2/10/26 11:18am - Although December's weak retail sales report had no apparent effect on the stock market today, it may adversely influence the rate at which Wall Street is anticipating economic growth this year.

    1/29/26 1:25pm - Today's big drop by Microsoft illustrates the extent to which the stock market has become overly dependent on AI growth, which bodes well for other sectors of the economy that are likely to benefit from the investment capital coming out of mega cap tech stocks.

    1/23/26 9:56am - The stock and bond markets will ignore the PCE report for November since it is old data by now and contained no surprises.

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