Japan: The Future Is Now
This analysis uses Japan's "retirement" as a case study for global trade, explaining how the nation transitioned from an export powerhouse to a country that funds its consumption through massive foreign investment income
The Liquidity Drain Appears To Have Resumed
Stocks finished the day lower, although not by much, even though they finished well off their intraday lows.
Big Tech, Breadth And Balance
The pullback in Tech and the rotation toward small-cap stocks have been major market themes that have characterized the start of 2026.
