Software development job postings bottomed in May 2025, then they rebounded.
There are two kinds of companies in AI right now: the ones that create proprietary data no frontier model has ever seen, and the ones that run on data their customers upload. One group has compounded that advantage for three years.
S&P 500 earnings just grew at the fastest rate of the cycle.
Our approach with new IPOs, and what the last 25 years of data say about the first two years.
The S&P 500 just hit another all-time high. Going back to 1988, the month after a new record runs below average but the year after runs above it. Here's the data.
Four companies are planning to spend $682 billion on infrastructure this year. The last time they did something like this, they built the cloud.
U.S. federal debt has reached 122% of GDP. Here's what that's meant for the dollar, and international stock outperformance.
The Nasdaq's winning streak just hit its longest run since July 2009.
Consumer confidence is close to matching the depth of the 2022 inflation crisis, without 9% inflation to explain it.
Pipeline infrastructure has more than doubled the S&P 500's return over the past two years. The reason isn't oil prices.
