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Can S&P 500 Profits Support 20x P/E?
The S&P 500 is priced like profits will stay hot and broad. That’s the setup. This earnings season will test it in real time. We’ll cut through the noise. You’ll see what growth needs to […]
Q2 2026
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Why Bitcoin Missed Q2’s Record Stock Rally
Stocks just ripped through their best quarter since the pandemic era, yet bitcoin did not join the party. If you are looking at your equity book up double digits and your BTC stack barely moving, […]
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Bitcoin’s Rare Back-to-Back Red Quarters Rewrite the Cycle
Bitcoin just did something it rarely does. Two straight red quarters to start the year. If you came into 2026 expecting the usual halving afterglow to carry the tape, this is not the script you […]
