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The Great Wealth Transfer of 2026: From Your Wallet straight to Corporate Balance Sheets
Great news, everyone! The Supreme Court recently ruled that $166 billion in tariffs collected by the government were completely illegal. Justice is served, right? Nature is healing! Except... let’s take a look at who actually gets that $166 billion back: Did you get a refund check for the inflated prices on your daily household essentials? Nope. Do retail giants like Walmart, Target, Apple, Nike, and Amazon get massive payout checks? Yes! Remember that heated economic debate

Investor Publication
Aug 92 min read


Rise of the Retail Trader 📈
If you looked at the news this morning, you’d assume we’d all be trading canned goods and gasoline by noon. Oil is sitting pretty at $100+ a barrel , the Strait of Hormuz is effectively a "No Parking" zone, and Middle East oil infrastructure is currently being used for target practice. In any "logical" era, the market should be down 20% easy. Instead, we barely hit a 10% dip before the charts started looking like a V-shaped recovery again. Even Donald Trump chim

Investor Publication
Apr 12 min read


The Low Hire, Low Fire Economy
The BLS data is in for 2025, and it’s a real page-turner. We’re seeing a minuscule 15,000 jobs created per month in 2025 . To put that in perspective, the last time growth was this anemic was 2020. You remember 2020—the year we all stayed home and learned that sourdough starter is a needy roommate. Usually, these numbers mean we’re neck-deep in a recession. But we are NOT in a recession right now. So, how do we explain this economic purgatory? The Math of the Empty Field

Investor Publication
Feb 232 min read
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