Market Intelligence
Market context, chart-driven reads, fixed income, ESG, and strategist talking points.
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You Can Choose When You Retire—Not the Market You Retire Into
Lincoln Financial -
Bull Market Rotation Has Begun. Is It Built To Last?
Stocks rose as market leadership broadened beyond tech, while the record-breaking SpaceX IPO tested investor appetite for risk.
Stephen Kates -
Summer Rally or Summer Correction?
Two weeks ago, after the S&P 500 logged its ninth consecutive weekly gain, we discussed that a bull market pullback was coming. It came.
Lance Roberts -
Inflation Came in at 4.2%—But the Real Story Is Oil
While the doom crowd is frantically telling you that the May inflation print of 4.2% means the Fed is trapped and the bull market is over.
Lance Roberts -
Peace in Iran: Can a Deal Drive a Second Half Rally?
Investors should be thinking ahead. What will a peace deal, whether it’s this week or in months, mean for markets?
Michael P. Lebowitz -
Most People Misunderstand the K-Shaped Economy
But it’s shrinking because millions of households climbed into higher brackets, not because they slid into poverty.
Lance Roberts -
E2E Article Updated 20260621172245
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Andrew Hamil -
SpaceX, OpenAI, and Anthropic Are About To Drain Wall Street’s Liquidity
While IPO boom talk is great for clickbait, nobody is asking the most important question. Where will the money come from?
Michael P. Lebowitz
