Noah Zelvis

Fed Up and Fired Up: Why This Market Still Can’t Catch a Break

The Fed hit pause, oil still matters, trade noise lingers, and housing is trying to wake up.

Quarterly Report Cards May Be Getting Curved, And Long-Term Stocks Could Love The Grading Change

The SEC may make quarterly reports optional. That could reward long-cycle builders over quarter chasers.

Trade Winds and Mixed Signals: Better Bring a Bigger Jacket

Inflation looks calm on paper, but trade probes, oil, and cross-border cracks are keeping markets jumpy.

CPI Brought The Good Vibes, and PCE Brought The Side-Eye

CPI, PCE, and the Inflation Plot Twist

CPI looks cooler, PCE looks sticky, and oil is trying to drag both in the wrong direction.

Ninety-Two Thousand Jobs Left The Group Chat

Payrolls fell 92K, unemployment rose to 4.4%, and the Fed’s next move just got messier.

The Fed’s Headache Just Got a Second Headache

Inflation Was Declared Tamed, Then Oil Said Hold My Barrel

"Hormuz, We Have a Problem": And Markets Are Feeling It at the Pump

When The Middle East Boils Over, Oil Does Too