Macro·8 min
The Fed’s Next Move Could Reshape Your Portfolio
Two governors shifted their 2026 projections up last week, and the dot plot is telling a different story than the press conference.
Chase Uhlig·March 30, 2026
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The Newsletter
Free daily market intelligence. No fluff, no spam, no financial advice — just sharp analysis delivered before the opening bell.
Deep Dive·12 min
Nvidia’s AI Monopoly Is Starting to Show Cracks
Custom silicon from Google, Amazon, and Meta is finally hitting production scale. What it means for NVDA’s margins.
Chase Uhlig·March 29, 2026
Macro·6 min
The Yield Curve Just Un-Inverted. Now What?
After 18 months of inversion, the 2s10s spread is positive again. History says watch what happens next.
Chase Uhlig·March 28, 2026
Earnings·7 min
What Nike’s Miss Tells You About the Consumer
Revenue fell short for the third straight quarter. The real story is buried in the China numbers.
Chase Uhlig·March 27, 2026
Market Recap·5 min
Weekly Recap: The Market Can’t Make Up Its Mind
Three days up, two days down, and a VIX that won’t quit. Here’s what actually mattered this week.
Chase Uhlig·March 24, 2026
Education·10 min
Options 101: Covered Calls Aren’t Free Money
Everyone’s selling covered calls for “passive income.” Here’s what they’re not telling you about the trade-offs.
Chase Uhlig·March 22, 2026