The Inflation Hangover Nobody’s Talking About: Why the Iran War’s Economic Damage Isn’t Going Away Anytime Soon
Markets threw a party Friday when Iran announced the Strait of Hormuz was open for business again. Stocks rallied, oil prices eased, and everyone collectively exhaled. But here's the thing—Chris Whalen, a veteran analyst and chairman of Whalen Global Advisors, is basically the guy at the party saying "yeah, but we're all gonna feel this tomorrow." His take? The inflation shock from the Iran war isn't some quick hit that disappears once the geopolitical dust settles. It's more like a hangover ...
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Can the Bull Market Actually Keep Running? Wall Street’s 2026 Predictions Are Wild
So here's the thing about bull markets—they're like that friend who keeps showing up to parties even though everyone's wondering when they'll finally go home. The market's been partying since late 2022, and we're now three years deep into what might be the longest hangover-free celebration Wall Street has ever seen. Let's talk numbers because they're actually pretty wild. The S&P 500 crushed it in 2025 with an 18% gain, hitting all-time highs. The Nasdaq? Up 22.3%. Even the Dow Jones ...
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The Inflation Hangover Nobody Wants to Talk About
So the Strait of Hormuz is open again, and Wall Street threw a party. Stocks rallied, traders high-fived, and everyone collectively decided the Iran war was basically over. Except—plot twist—it's not actually over for your wallet. Chris Whalen, a veteran analyst and chairman of Whalen Global Advisors, is here to rain on that parade. His take? The inflation damage from this whole mess is going to stick around way longer than the market's currently pricing in. We're talking years, not months. Here's ...
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Why AI Still Can’t Read a Chart (And Why That Matters for Your Portfolio)
Here's a wild paradox: AI can ace the bar exam, read a 400-page book in seconds, and generate investment ideas faster than you can say "market correction." But show it a simple stock chart? Suddenly it's fumbling like a freshman. A recent study by Mercor tested the latest AI models—Claude Opus, GPT-5.4, Gemini 3.1 Pro—on real financial tasks. When the data was clean and text-based, these models nailed it about 75% of the time. But throw that same data into a ...
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Bank Earnings Just Gave Us the Real Story—And It’s Not What You Think
For weeks, investors have been drowning in headlines about oil prices, inflation, and geopolitical chaos. It's been noise on top of noise. But then earnings season showed up, and suddenly we had something real to work with: actual numbers. Here's the thing about bank earnings—they're like the canary in the coal mine. They report first, and they tell you what's *actually* happening in the economy, not what cable news thinks is happening. So let's break down what the big three just told ...
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Hold Your Horses on Tech: Why the AI Gold Rush Needs a Reality Check
Tech stocks are having a moment. Again. The Nasdaq is hitting fresh all-time highs, and everyone's suddenly convinced that piling into the sector is the move. But here's the thing: Manish Kabra, the Chief US Equity Strategist at Société Générale, is basically saying "pump the brakes." And he's got receipts. The setup is familiar. Earlier this year, an AI scare sent tech stocks into a tailspin, which meant valuations got cheap—historically cheap, actually. Wall Street's finest immediately started shouting "buy the dip!" ...
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Can the Bull Market Keep Charging? Wall Street’s 2026 Predictions Are All Over the Map
The bull market's been running hot for three years straight, and now everyone's asking the same question: does it keep going, or does reality finally catch up? Here's the deal: the S&P 500 crushed it in 2025, up about 18% and hitting all-time highs. The Nasdaq? Even better—up 22.3%. Even the Dow got in on the action with a 14.5% gain. That's three consecutive years of solid double-digit returns, which is honestly pretty wild. But here's where it gets interesting. The market's ...
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Hold Your Tech Horses: Why the AI Gold Rush Might Be a Trap
Tech stocks are having a moment. Again. The Nasdaq's hitting fresh highs, and everyone's suddenly convinced that now—*right now*—is the time to go all-in on the AI mega-cap gang. But here's the thing: Manish Kabra, the Chief US Equity Strategist at Société Générale, is basically saying "pump the brakes, friend." And he's got receipts. Look, the AI scare earlier this year tanked tech valuations to genuinely cheap levels. That prompted the usual suspects on Wall Street to dust off their "buy ...
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