Inflation Cooled. The Bond Market Didn’t Care
Omera2026-10-01T06:55:29+00:00October 1, 2026|
Why Tech Keeps Catching a Bid (and Losing One)
Omera2026-08-25T14:25:48+00:00August 24, 2026|
Advertising: What The Economy’s Really Doing
Omera2026-08-13T18:57:35+00:00August 13, 2026|
Nasdaq Took A 10% Punch. I’m Not Worried
Omera2026-08-05T18:44:00+00:00August 5, 2026|
Why Great AI Earnings Might Still Tank the Market
Omera2026-07-21T19:36:19+00:00July 21, 2026|
The Week That Answers a Lot of Questions
Omera2026-07-13T12:11:36+00:00July 13, 2026|
Everyone Was Scared. Micron Just Proved Them Wrong
Omera2026-06-24T22:26:20+00:00June 24, 2026|
I Have a 57%. Here’s Why Mine Pays the Bills
Omera2026-06-13T18:07:46+00:00June 13, 2026|
The Market Just Had Its Worst Day in Over a Year. Here’s What I Actually Think.
Omera2026-06-08T13:07:05+00:00June 8, 2026|
ARM and Micron — Priced to Perfection?
Omera2026-06-06T18:14:26+00:00May 20, 2026|
Digging into Basic Materials
Omera2026-06-06T21:31:05+00:00May 4, 2026|
The Utopia Trade Is Back On
Omera2026-06-09T12:58:19+00:00April 15, 2026|
Dead Cat Bounce?
Omera2026-06-06T18:15:15+00:00April 1, 2026|
Should They Hike Rates or Cut Them?
Omera2026-06-06T18:15:30+00:00April 1, 2026|
AI, Nvidia, and the Shadow of the Dot-Com Bubble
Omera2026-06-06T18:15:51+00:00August 27, 2025|
ABF PLTR FOMO
Omera2026-06-06T18:16:13+00:00April 24, 2025|

























