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Insights

Understand the current market trends with the latest news, strategies, and analysis.

Markets, Policy 1 min.

09/02/2026

Mid-Week Briefing: Can Risk Assets Survive 1-2 Rate Hikes?

Markets, Policy 2 mins.

08/28/2026

Will AI Pull Forward a U.S. Fiscal Crisis?

Markets, Policy 1 min.

08/26/2026

Mid-Week Briefing: Is 42 Macro’s Stock Market Bubble Thesis Intact?

Markets, Policy 1 min.

08/12/2026

Mid-Week Briefing: Is the AI Capex Bubble’s Increasing Reliance on Circular Financing Bullish or Bearish?

Markets, Policy 2 mins

08/07/2026

Will the Bond Market Break the Stock Market?

Markets, Policy 1 min.

08/05/2026

Mid-Week Briefing: Is the US Treasury Still Supporting the 42 Macro Paradigm C Bull Market?

Markets, Policy 2 mins

08/05/2026

Is the Bond Market Sounding the Alarm on AI?

Markets 1 min.

07/29/2026

Mid-Week Briefing: Are the Hyperscalers Too Cheap to Keep Selling?

Global Economy, Markets 1 min.

07/22/2026

Mid-Week Briefing: Will China’s AI Force a Capex Reset?

Markets 1 min.

07/15/2026

Mid-Week Briefing: Are We in an AI Bubble?

Markets, Policy 2 mins

07/14/2026

What Will Markets Be Forced to Price In Next?

Markets, Policy 1 min.

07/08/2026

Mid-Week Briefing: Will the Fed Spoil the Good Times Soon?

Markets, Policy 2 mins

07/07/2026

The REAL Reason Everything Is So Expensive

Global Economy, Markets 1 min.

07/01/2026

Mid-Week Briefing: Will financing concerns force investors to rotate out of the AI theme?

Markets 2 mins

06/30/2026

Will the Fed “play-action pass to set up the run?”