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As America celebrates Independence Day, the US economy is powering along
All-Time Highs in Market, Happy 4th America!
Big Tech's Capital Expenditures Stay Robust, Displaying No Indications of Decline
Big Tech CapEx Printing Machine
“FOMO feedback loop” to juice the US stock market, Goldman says
S&P Hits 6000
Homeownership increasingly requires a $100k+ annual income
The American Dream is getting really expensive
Increasing access to US markets may boost financial footprint, but also create more risk
NYSE’s move to 22-hour trading
Toyota Doubles Down on Hybrids over Battery Electric Vehicles
Toyota has been riding a hybrid boom
For every $15 of revenue, Sweetgreen reported an operating loss of ~$2.56
The Economics of $15 Salads
The number of public companies has fallen fast
Where Did All The Stocks Go?
Hot rate-cut summer hype wanes as stubborn inflation crushes June hopes
Inflation Disgust
Homebuilders unload solid earnings as spring arrives — but prices are muddling the forecast
Spring Housing Season
Everyone is talking about AI in earning calls
The AI Act
US labor flexes its election-year leverage after big union wins
US Labor’s Election-Year Leverage