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President Trump's Tariff Threats and the Supreme Court
President Trump is now threatening tariffs for obvious non-trade related reasons. This increases the importance of the upcoming Supreme Court Ruling.
Jan 212 min read
Lisa Cook and the Fed's independence on trial
Today, SCOTUS is hearing arguments about whether the claims against Lisa Cook are "cause" for her removal from the court. At actual stake is the Fed's independence.
Jan 212 min read
Market News: Intel, Semis, Netflix/WB, 3M
January 20, 2026 The increasing tension over Greenland and the bond selloff in Japan are having the most pronounced market moves today. But as always, there are some stock specific news worth highlighting today. Semiconductor Stocks Intel (INTC) and Sandisk (SNDK) are the two leading gainers in the S&P 500 today. Intel got a double upgrade from two brokers this morning, who are expecting the company to report strong results in a couple days. Storage makers WDC and STX als
Jan 202 min read
Japan's bonds are falling... why that's a problem
Japan's govn bond prices fell sharply last night, leading to a global selloff in bonds around the world. Long-term treasury rates in the US are rising too.
Jan 202 min read
Trade War ... over Greenland?
President Trump threatened new tariffs on European countries who opposed his plan to acquire Greenland. EU officials threatened a counter-response.
Jan 202 min read
Why are software stocks falling?
Despite strong near-term results, software stocks recently have been under pressure. The most commonly cited reason is AI and the threat it poses to the companies' revenue model.
Jan 162 min read
Power Industry Proposal
The White House in conjunction with several state governments is forming a plan to "force" large tech companies to bid on long-term contracts for electricity.
Jan 162 min read
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