Dive into a collection of past posts and rediscover timeless content.
Dell spent billions on AI. Consumers emptied their savings. Same decision.
May 29, 2026
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3 min read
Retail earnings hit records. Consumer balance sheets tell a different story.
May 28, 2026
4 min read
Consumer sentiment at a 74-year low. Memorial Day travel at an all-time high. The behavioral shift nobody is pricing in.
May 27, 2026
Real wages flipped negative for the first time since 2023. Prices are winning. Here is the dollar math on your actual life, and one move to stay ahead.
May 26, 2026
Mortgage rates climbed back above 6.5%. Prices kept rising. Americans stopped waiting anyway.
May 25, 2026
