Volatility and Nvidia Are About to Test the AI Narrative

Nvidia's Earnings Come as Elevated VIX Levels Are Holding Steady

Interim Update for 11/14/25

Interim Update for 11/13/25

Interim Update for 11/12/25

Interim Update for 11/11/25

AI Earnings Take Over Wall Street—But Credit Markets Hold the Real Clue

CoreWeave, Oklo, Cisco, and AMD dominate the headlines, but junk bond spreads may decide whether the S&P’s post-April rally continues or cracks.

Interim Update for 11/07/25

Interim Update for 11/06/25

Interim Update for 11/05/25

Interim Update for 11/04/25

As Stocks Begin Their Favorite Stretch — Costco Has What You Need for November

The Fed’s flying blind, Big Tech’s reporting, and seasonality says “don’t fight the calendar.”

Interim Update for 10/31/25