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Yesterday
War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict
Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven asset. We examine why this unusual bond market behavior matters for every investor who holds fixed inco ... Show More
45m 13s
Jul 17
Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks?
Even as the Strait of Hormuz closed and oil surged, chip stocks and the Nasdaq bounced back sharply as investors bet that AI-driven earnings growth outweighs any geopolitical headwinds. We explore the dangerous psychology of a market that keeps shrugging off war headlines — and w ... Show More
44m 32s
Jul 16
Retail Investors Chase Shiny Objects While Ignoring the S&P 500
New data shows retail traders are piling into speculative assets and individual momentum plays while largely ignoring broad index exposure in the S&P 500 — a behavioral pattern that historically signals late-cycle risk-taking. We explore the psychology behind this trend and why c ... Show More
43m 24s
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Aug 2020
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