The overall market mood is “boom.” That’s the baseline. People are paying about 21.2X earnings for about 27% current growth. Growth higher than P/E is a classic “screaming buy” signal. If this growth rate continues into next year, you could even confidently buy the SPY

The current mood on Wall Street is a roaring engine running at full throttle. Clients are diving headfirst into lending, trading, and investment banking with enthusiasm that borders on the fanatical.  But if history teaches us anything, it’s that when the kitchen gets hot, you

The central bank has a new leader — and if his initial remarks are any indication, the era of the predictable, hyper-communicative monetary policy script is officially over. Stepping into the role of central bank chief, Kevin Warsh has dropped some heavy hints that he

When a company prints money as fast as Nvidia has been doing lately, it eventually runs into a luxury problem: what do you do with all that green? For the longest time, the company’s answer was simple. You plow it right back into the artificial

Just when Wall Street thought it had the interest rate trajectory all mapped out, a prominent central banker decided to flip the script. Federal Reserve Governor Christopher Waller, who not too long ago was waving the banner for cheaper borrowing costs, just threw a bucket

Kevin Warsh steps into a role where political pressure for lower rates will clash directly with hard economic data. Despite calls from public leaders for immediate relief, the central bank’s hands are effectively tied, no matter who runs the policy meetings. Lowering interest rates prematurely