2026

History says regional military conflicts don’t end bull markets. Flight from risk tends to be brief if the economy/market isn’t already in a downturn.

Another week when ‘it could’ve been worse’ passes for a victory cry on Wall Street, as traders navigate mini crashes rolling through perceived AI exposed sectors and investors try to draw nourishment from relative returns.

A sustainable rotation? Can the tape keep absorbing isolated volatility eruptions?

The transition into February has been characterized by heightened volatility & uncertainty.

As the bull market moves through its fourth year, its animating narrative has changed.

Bears ended the week staring down a ‘relief rip’! Is it time once again for stocks to surge?

Wall Street’s start to 2026 has been like the scripted first drive in a football game, the offense in rhythm with a balanced attack to take an early lead.

Is the market’s message of a coming economic pickup reliable? Has Big Tech been resting or stalling? Why no worry over elevated valuations?

The SP500 coasted to a third year of superior returns…what’s next for markets in 2026?

The market’s benign churn has left a sort of bland baseline bullishness for 2026 intact.