News
Market news and practical analysis for individual investors.
Bank Stocks Fell. Aren’t Higher Rates Supposed to Help?
Higher rates sound like good news for banks. Deposit costs, loan demand and borrowers complicate the arithmetic. Here’s what to check after September 22’s selloff.
AI Stocks Bounced Back. What Actually Changed?
AI stocks rallied as investors reconsidered consumer AI and Treasury yields eased. The useful question is how much changed in the business, and how much…
Warren Buffett Steps Down as Berkshire Hathaway Chairman
Berkshire Hathaway put out a press release today that would have been unthinkable a decade ago and somehow still felt completely expected. Warren Buffett, 96,…
SEC’s Tokenization Rule Sends Coinbase, Circle Higher
On Tuesday we told you to wait and see what develops after the Clarity Act died in the Senate. Wednesday, the Fed hiked rates and…
Lennar Earnings Show What the Fed’s Rate Hike Costs
AI-generated editorial illustration of homebuilding, not a photograph of a Lennar development. Yesterday's piece on the Fed's rate hike asked what a rate increase actually…
The Fed Just Raised Rates. Here’s What the Dot Plot Says Comes Next
This morning's piece walked through what a Fed rate hike could mean for stocks. As of this afternoon, we're not talking hypotheticals anymore. They actually…
Oil Just Spiked 20%. Here’s What It Means for Your Portfolio
WTI crude is sitting at $101.79 a barrel today, up more than 20% over the past month. That's not a typo and it's not a…
If the Fed Raises Rates, What Happens to Stocks?
The Federal Reserve wraps up its September meeting this afternoon, and for the first time since 2023, a rate hike is actually on the table.…
AI Stocks Just Had a Bad Day. Here’s What Actually Happened.
Why AI and semiconductor stocks fell on September 14, how Treasury yields added pressure, and what individual investors should examine next.