Oil Rally Strengthens, Labor Market Weakens, and Oracle's Opportunity 3/6/26

Oil Rally Strengthens, Labor Market Weakens, ...

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China's Big Growth Concerns, Labor's Big Divergence, and Software's Big Bounce 3/5/26

China sets its lowest economic growth target since the 1991, but AIE's Derek Scissors says it's actually on the "high end of reality." The hiring bifurcation between blue- and white-collar jobs. Plus, stocks under pressure as oil prices keep climbing, but software names buck the ...  Show more

Mag 7 Magnificent Again?, Software's AI Agent Takeover and South Korean Stocks Slip 3/4/26

The Mag 7 underperforming recently, but Rosenblatt Securities sees better days ahead. Box CEO Aaron Levie says AI agents will be the biggest users of software in the future. Plus, the Korean Kospi was the best performing stock market in the world last year, but posted its worst d ...  Show more

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