The S&P 500 and Nasdaq just hit record highs. During a naval blockade. Here is what the consumer data says about what comes next.
The S&P 500 is green for 2026. The Nasdaq just logged its best nine-day run on record. Now what?
Tesla just outsold every vehicle in China. Every EV. Every hybrid. Every gas car. At 3-4x the price.
The Islamabad talks collapsed. The Navy is blockading Iranian ports. Oil is above $100. And the market is flat.
This week, the market is revealing where the real power is building.
SpaceX is 10% of the fund. Here is what the other 90% looks like.
For five weeks, oil kept a lid on this stock. Not the business. The stock.
Tonight at 8 PM Eastern, we get an answer. Either way, the K-shape consumer keeps spending.
Everyone is watching oil. They’re watching the wrong commodity.
Plus: Tesla’s Q1 delivery numbers are in – here’s what we’re watching now...
I called Landon yesterday about the Google quantum warning...
The story this week isn’t just AI growth... it’s acceleration beneath the surface.The biggest players are moving faste