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2026September

The Melt-Up Is Coming. But First...

Posted September 11, 2026

The AI melt-up is literally right around the corner. But we could be in a world of pain before then.
The Melt-Up Is Coming. But First...

The COVID Economy Never Ended

Posted September 10, 2026

Why are Americans so unhappy with an economy that, by many traditional measures, isn't doing that badly?
The COVID Economy Never Ended

6 Horsemen of the OpenAI-pocalypse

Posted September 07, 2026

The situation at OpenAI has only gotten worse in the past two weeks. Here are the latest developments…
6 Horsemen of the OpenAI-pocalypse

The Man Taking Apple to $10 Trillion

Posted September 04, 2026

September is going to be a massive month for Apple, driven by two major developments inside its leadership and product lineup.
The Man Taking Apple to $10 Trillion

Welcome to Wall Street’s Most Dangerous Month

Posted September 03, 2026

September has historically been the worst month of the year for stocks, but it may not be as bad as you think.
Welcome to Wall Street’s Most Dangerous Month

Who’s Afraid of the Big Bad VIX

Posted September 02, 2026

The CBOE Volatility Index (VIX), as we know it, has been demoted.
Who’s Afraid of the Big Bad VIX