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Feb 22, 2026
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13 min read
Inflation, Nvidia, and a Credit Wake-Up Call — Now the Market Has to Choose
Feb 21, 2026
Falling Yields, Rising Oil, and a Market That Stopped Giving Free Passes
Feb 20, 2026
10 min read
Broad tariffs were ruled illegal. A temporary 10% version went live hours later. Slower growth and firmer inflation landed the same morning. Policy didn’t pause. It pivoted.
11 min read
Structured notes tied to Blue Owl dropped below 50 cents on the dollar after the firm permanently halted redemptions and sold $1.4 billion in loans. At 8:30 this morning, December PCE and Q4 GDP land together. Oil is at seven-month highs. The Fed is already signaling it may not cut at all.
Feb 19, 2026
Private credit fund permanently locks withdrawals. The trade deficit widens again. Investors are starting to look past earnings and ask how solid the system really is.
Walmart reports this morning at a $1 trillion valuation and 45x forward earnings. Palo Alto beat every line yesterday and dropped 6%. The market is testing whether safety trades survive the same scrutiny it just put on growth.
