Opinion

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Finance

The Fed Is Fighting a War It Cannot Win with Interest Rates

The Fed is treating a temporary oil shock like a structural inflation crisis. With core prices behaving and GDP growth at 2.4%, holding rates at 3.50%-3.75% through September risks choking a sound economy over a problem monetary policy cannot solve.

By Marcus Cole · 3 min read

Finance

$100 Oil Slows the Bull Market. It Doesn't Kill It

Brent crude hit $103 this week and financial Twitter declared the bull market over. The S&P 500 closed up 1% the same day. $100 oil creates real friction for the economy, but friction and collapse are different things. Here's what actually changes for your wallet.

By Sadie Park · 3 min read

Finance

Oil Prices Fell $10 in a Day. Check Your Budget Anyway

Oil dropped $10 in a single day after a diplomatic pause, not a resolution. The spike was real, the reversal was fast, and neither should change how you handle your money. But if gas has quietly been eating your budget, this is the moment to check.

By Sadie Park · 3 min read

Finance

The Dotcom Comparison Is Wrong, and That Makes It More Dangerous

Oil crossing $100 a barrel sent markets reaching for the dotcom comparison. The framing is wrong, and getting it wrong leads to the wrong response. This is a cost-shock story, not a valuation story, and those require different analysis.

By Marcus Cole · 3 min read

Finance

The VIX at 25 Is Not Background Noise

The VIX crossed 25 this week, and the standard response is to call it temporary noise tied to Middle East headlines. Institutional traders disagree: they stopped buying the dip and started hedging aggressively before most retail investors checked their portfolios. The window closed quietly.

By Ray Vega · 3 min read

Finance

The Oil Crash That Wasn't, and What It Tells You About Selling Energy

Energy stocks led the entire S&P 500 today. Occidental was up 4.63%, BP is up nearly 10% this month, and crude prices rose sharply on supply concerns. The investors asking whether to sell after a crash should first confirm there is one.

By Marcus Cole · 3 min read