The money rotated, it didn't leave

Yesterday's bounce looks like calm, but it was an internal move: out of tech, into defensives and small caps.

READ THE BRIEFING →

October 16, 2026 · LEARN
The protective put: insurance for your portfolio
October 16, 2026 · MARKET
The S&P 500 decides its week at 7,700
October 15, 2026 · MARKET
The crack in AI is not demand, it is debt
October 15, 2026 · MARKET
Money is fleeing into bonds, and that says everything
October 15, 2026 · LEARN
What AAA, BB and the rest actually mean on a bond
October 15, 2026 · MARKET
The other side of AI: chip demand isn't letting up
October 14, 2026 · MARKET
The crack in AI that the stock market would rather not see
October 14, 2026 · MARKET
The inflation print the market already calls settled
October 14, 2026 · LEARN
Book value and P/B: what a company is worth if it closes tomorrow
October 14, 2026 · MARKET
China puts a scare into memory
October 13, 2026 · MARKET
The print that decides the month: CPI tomorrow
October 13, 2026 · MARKET
Earnings season opens, and the banks go first
October 13, 2026 · LEARN
Stagflation: the central bank's nightmare
October 13, 2026 · MARKET
The diesel that slips into inflation
October 12, 2026 · MARKET
Stocks at highs, the consumer at lows
October 12, 2026 · MARKET
The number that unfreezes (or breaks) the week
October 10, 2026 · MARKET
The high everyone is leaving
October 10, 2026 · LEARN
The rate that rules the world without a vote
October 9, 2026 · MARKET
OpenAI's crack shakes the AI leadership
October 9, 2026 · LEARN
Buy the dip: strategy or trap?
October 9, 2026 · MARKET
The day the record flipped
October 8, 2026 · MARKET
The long bond is already in your mortgage
October 8, 2026 · MARKET
The market just went dark on data
October 7, 2026 · LEARN
Lending to the state or to a company
October 7, 2026 · MARKET
AI's debt bill
October 6, 2026 · MARKET
France reopens the ghost of 2011
October 6, 2026 · MARKET
The inflation warning the headline buried
October 6, 2026 · LEARN
What EPS is, a company's heartbeat on the market
October 6, 2026 · MARKET
Macro hands off the baton: earnings are back

The money rotated, it didn't leave

The protective put: insurance for your portfolio

The S&P 500 decides its week at 7,700

The crack in AI is not demand, it is debt

Money is fleeing into bonds, and that says everything

What AAA, BB and the rest actually mean on a bond

The other side of AI: chip demand isn't letting up

The crack in AI that the stock market would rather not see

The inflation print the market already calls settled

Book value and P/B: what a company is worth if it closes tomorrow

China puts a scare into memory

The print that decides the month: CPI tomorrow

Earnings season opens, and the banks go first

Stagflation: the central bank's nightmare

The diesel that slips into inflation

Stocks at highs, the consumer at lows

The number that unfreezes (or breaks) the week

The high everyone is leaving

The rate that rules the world without a vote

OpenAI's crack shakes the AI leadership

Buy the dip: strategy or trap?

The day the record flipped

The long bond is already in your mortgage

The market just went dark on data

Lending to the state or to a company

AI's debt bill

France reopens the ghost of 2011

The inflation warning the headline buried

What EPS is, a company's heartbeat on the market

Macro hands off the baton: earnings are back