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Dec 4, 2025
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13 min read
A tape hides a market being reshaped by political oversight, fractured AI earnings, and bond markets that won’t wait for the Fed’s cut narrative to catch up.
Traffic may wobble, but disciplined brands are proving that perceived value beats short-term discounts in today’s cost-conscious consumer cycle.
Dec 3, 2025
14 min read
A fractured tape emerged as AI doubts, energy strength, and small-cap rotation clashed with a market still pricing aggressive easing. Investors weighed relief against rising constraints.
15 min read
Futures are steady, but AI strength, fragile credit, and Nasdaq’s small-cap reckoning keep markets on alert.
Dec 2, 2025
Bitcoin’s rebound steadies nerves while rents slide and dilution takes the spotlight. A day of rebounds masks a market still sorting resilience from exhaustion.
16 min read
A narrow set of players now dictates whether this rally holds or fractures. Economies now move in opposite directions... and markets feel the tension.