Europe to China: Pull Back Your Hybrid Cars to 15% — Or
Nvidia’s Blowout Quarter: Even the Jaded Couldn’t Look Away
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Trump Told the Fed Chair “Do What You Want” — Then Demanded 1% Rates Anyway
Of all the stories in a remarkable week for central banking, this one reads like a short play in two...
Europe to China: Pull Back Your Hybrid Cars to 15% — Or We’ll Bring the Tariffs
Picture a small-town car dealer — let's call him Mr. Adebayo — standing on his lot on a Saturday morning,...
The Generator Maker That Won the AI Lottery: Generac’s $8 Billion Amazon Deal
Let me tell you about a company most of us know the way we know the name on the side...
Nvidia’s Blowout Quarter: Even the Jaded Couldn’t Look Away
There's a particular kind of silence that falls over a room when the cynics run out of things to say....
AI’s Debt Boom Is Putting Big Tech’s Perfect Credit Ratings on Watch
Picture a woman named Denise who runs a small catering business out of her kitchen. Last month she sat across...
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The Regulator as Gatekeeper: What China’s IPO Boom Is Teaching Us About Who the Market Is For
Picture a young office worker in Shenzhen on her lunch break, phone propped against her noodle bowl, watching the stock...
The Season of the Megadeal: When the Whole Neighborhood Decides to Merge
Every few years on my street, someone announces a block party and suddenly everybody is rearranging their fences. The Johnsons...
The Thief Who Returned the Money: A Crypto Heist With a Conscience
On my morning commute years ago, I watched a young man find an envelope thick with cash on the bench...
When the Junior Chair Goes Quiet: AI and the Apprentices of Finance
When I started my first office job, I was terrible in the specific way that only beginners can be terrible...
What Relief Really Costs: Dividends, Refunds, and the Price of Escape
There is a woman on my street, Mrs. Alvarez, who keeps a little pantry box at the end of her...
The Inflation Beat Goes On: Why the Fed Can’t Dance Away From This One
Every family budget I've ever sat down with — and I've sat at a few kitchen tables over the years,...
A Strait, a Siege, and the Price of Everything: Oil’s Dangerous September
Some lessons you learn at the kitchen table, some on the evening news, and some at the gas pump. This...
Six Dollars a Gallon: The Diesel Milestone Nobody Wanted to Hit
There's a particular sound a truck stop makes at 5 a.m. — the rumble of idling engines, the hiss of...
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MARKETS
MONEY
The Strait That Feeds the World: Oil, Hormuz, and the Price at Your Pump
About a fifth of the world's oil flows through a waterway most Americans could not find on a map. The...
“We Must Pace the Frontier”: The Essay That Shook the AI Money Machine
Every so often, a single document reorders the conversation in Silicon Valley — and, by extension, the portfolios of everyone...
When the AI Trade Wobbles: Monday’s Warning Shot for Every Portfolio
Monday was the kind of day that reminds you how much of the modern stock market is a single bet...
The Locked Door: What 7 Percent Mortgages Are Doing to a Generation
There is a particular silence that falls over a young family when they run the numbers for the third time...
BUSINESS
ECONOMY
ANALYSIS
The Strait That Feeds the World: Oil, Hormuz, and the Price at Your Pump
About a fifth of the world's oil flows through a waterway most Americans could not find on a map. The...
“We Must Pace the Frontier”: The Essay That Shook the AI Money Machine
Every so often, a single document reorders the conversation in Silicon Valley — and, by extension, the portfolios of everyone...
When the AI Trade Wobbles: Monday’s Warning Shot for Every Portfolio
Monday was the kind of day that reminds you how much of the modern stock market is a single bet...
The Locked Door: What 7 Percent Mortgages Are Doing to a Generation
There is a particular silence that falls over a young family when they run the numbers for the third time...
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The Strait That Feeds the World: Oil, Hormuz, and the Price at Your Pump
About a fifth of the world's oil flows through a waterway most Americans could not find on a map. The...
“We Must Pace the Frontier”: The Essay That Shook the AI Money Machine
Every so often, a single document reorders the conversation in Silicon Valley — and, by extension, the portfolios of everyone...
When the AI Trade Wobbles: Monday’s Warning Shot for Every Portfolio
Monday was the kind of day that reminds you how much of the modern stock market is a single bet...
The Locked Door: What 7 Percent Mortgages Are Doing to a Generation
There is a particular silence that falls over a young family when they run the numbers for the third time...
