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Blake Steen

$40T Debt. Growth Gets Tested.

$40T Debt. Growth Gets Tested.

Bonds stabilized. Now the market gets selective.

Aug 20, 2026
Midnight: Tariffs, 13 Million Jobs, and a USMCA in Limbo

Midnight: Tariffs, 13 Million Jobs, and a USMCA in Limbo

The tariffs are small. What comes next could be much bigger.

Aug 19, 2026
Nvidia Cut Its OpenAI Guarantee in Half. (That's a Good Thing)

Nvidia Cut Its OpenAI Guarantee in Half. (That's a Good Thing)

Oil is surging. AI is accelerating. Investors have a new setup to watch.

Aug 18, 2026
Most Investors Chased Growth. These Stocks Just Kept Paying.

Most Investors Chased Growth. These Stocks Just Kept Paying.

Growth gets the headlines. Income keeps compounding.

Aug 17, 2026
The "Shift to Dividends at 60" Rule Was Built for a Shorter Life

The "Shift to Dividends at 60" Rule Was Built for a Shorter Life

Oil is nearing $90 as stocks push higher.

Aug 13, 2026
AI Demand Just Hit Another Record.

AI Demand Just Hit Another Record.

$104B AI backlog. And it’s growing.

Aug 12, 2026
S&P Earnings Could Hit 50% Growth.

S&P Earnings Could Hit 50% Growth.

AI profits are surging. Why are investors nervous?

Aug 11, 2026
The Economy Is the Passenger. The Fed Is the Driver.

The Economy Is the Passenger. The Fed Is the Driver.

And Apple is testing Chinese memory chips

Aug 10, 2026
$115 Billion. Everyone Wanted In.

$115 Billion. Everyone Wanted In.

Today's jobs report could reset the market.

Aug 7, 2026
Eric Sprott's $25 Million Bet on a New Energy Source

Eric Sprott's $25 Million Bet on a New Energy Source

Plus, Wall Street wants perfection now.

Aug 6, 2026
Record Highs. Oil Down 5%.

Record Highs. Oil Down 5%.

The market keeps rewarding execution.

Aug 5, 2026
Oil Fell 7%. Iran Says No Deal Exists.

Oil Fell 7%. Iran Says No Deal Exists.

The headlines changed. The trend didn't.

Aug 4, 2026
$800 Billion. One Question.

$800 Billion. One Question.

Big Tech keeps spending. This week's earnings will decide if Wall Street still believes.

Aug 3, 2026
China Cut A Critical U.S. Supply Chain.The Pentagon Has 165 Days to Replace It.

China Cut A Critical U.S. Supply Chain.The Pentagon Has 165 Days to Replace It.

Plus, Microsoft may have just settled the biggest AI debate on Wall Street.

Jul 31, 2026
Microsoft Just Saved the AI Trade. Meta Couldn't.

Microsoft Just Saved the AI Trade. Meta Couldn't.

Wall Street is starting to separate AI winners from AI spenders.

Jul 30, 2026
The AI Winners Just Changed.

The AI Winners Just Changed.

The AI trade isn't ending. Earnings will reveal who's actually making money.

Jul 29, 2026
$250B AI Bet. Chip Stocks Fall.

$250B AI Bet. Chip Stocks Fall.

This week could settle the AI spending debate.

Jul 28, 2026
This Company Solved What Big Tech Is Still Spending Billions On

This Company Solved What Big Tech Is Still Spending Billions On

Big Tech earnings, oil at $100, and one costly inheritance mistake.

Jul 27, 2026
$200B Gone. Oil Tops $100.

$200B Gone. Oil Tops $100.

Oil just changed the Fed story. Markets are paying attention.

Jul 24, 2026
$180B Capex. Wall Street Wants Proof.

$180B Capex. Wall Street Wants Proof.

The AI spending trade faces its biggest earnings test yet.

Jul 23, 2026
Nvidia Backs Nebius. Tariffs Loom.

Nvidia Backs Nebius. Tariffs Loom.

Chip Stocks Surge. Tariffs Hit in 30 Days.

Jul 22, 2026
50% Tariffs. $90 Oil. Earnings Begin.

50% Tariffs. $90 Oil. Earnings Begin.

Here's what matters for your portfolio this week.

Jul 21, 2026
400 Apple Engineers. OpenAI's IPO Just Got Harder.

400 Apple Engineers. OpenAI's IPO Just Got Harder.

Execution matters now. Watch Alphabet and Tesla Wednesday.

Jul 20, 2026
SpaceX Abort. Abundance On Track

SpaceX Abort. Abundance On Track

This is what abundance building looks like.

Jul 17, 2026
Oil Up 8%. Ceasefire Broke.

Oil Up 8%. Ceasefire Broke.

Energy trade just shifted.

Jul 16, 2026
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