https://www.sowellmanagement.com/commentary/squeezing-the-balloon/ 2026-10-05T14:41:41+00:00 https://www.sowellmanagement.com/commentary/refining-margins-whats-driving-phillips-66-and-valero/ 2026-09-28T13:41:21+00:00 https://www.sowellmanagement.com/commentary/maybe-the-best-part-of-the-market-is-the-belly/ 2026-09-21T15:25:00+00:00 https://www.sowellmanagement.com/commentary/is-the-price-of-home-bias-on-the-rise-for-equity-investors/ 2026-09-14T13:52:56+00:00 https://www.sowellmanagement.com/commentary/nvda-the-death-star-another-planet-killing-quarter/ 2026-08-31T14:17:46+00:00 https://www.sowellmanagement.com/commentary/modernas-breakthrough-could-matter-more-to-merck-than-it-first-appears/ 2026-08-24T18:10:16+00:00 https://www.sowellmanagement.com/commentary/the-six-million-dollar-man-and-the-shrinking-dollar/ 2026-08-17T14:16:26+00:00 https://www.sowellmanagement.com/commentary/why-this-ai-bubble-is-different-and-why-it-could-get-bigger/ 2026-08-10T14:16:56+00:00 https://www.sowellmanagement.com/commentary/from-frenzy-to-fundamentals-a-memory-chip-market-reset/ 2026-08-03T16:05:25+00:00 https://www.sowellmanagement.com/commentary/unh-a-better-hand-a-better-player/ 2026-07-27T12:52:51+00:00 https://www.sowellmanagement.com/commentary/amateur-stock-traders-may-underestimate-drawdown-risk/ 2026-07-20T14:03:50+00:00 https://www.sowellmanagement.com/commentary/cheap-oil-expensive-assumptions/ 2026-07-13T15:37:38+00:00 https://www.sowellmanagement.com/commentary/has-passive-investing-become-a-victim-of-its-own-success/ 2026-07-06T13:18:36+00:00 https://www.sowellmanagement.com/commentary/you-can-have-your-a-i-cake-and-eat-it-too/ 2026-06-29T14:54:14+00:00 https://www.sowellmanagement.com/commentary/the-frenzy-the-funding-and-the-folly/ 2026-06-14T20:38:10+00:00 https://www.sowellmanagement.com/commentary/dell-beneath-the-waterline/ 2026-06-10T13:01:20+00:00 https://www.sowellmanagement.com/commentary/inflation-isnt-dead-it-just-changed-form/ 2026-06-01T16:18:22+00:00 https://www.sowellmanagement.com/commentary/key-takeaways-from-jay-powells-final-fomc-as-fed-chair/ 2026-05-18T16:30:05+00:00 https://www.sowellmanagement.com/commentary/next25-the-sharks-arent-looking-for-products-anymore/ 2026-05-11T15:47:54+00:00 https://www.sowellmanagement.com/commentary/morgan-stanley-from-trading-floor-to-toll-booth/ 2026-05-04T01:34:42+00:00 https://www.sowellmanagement.com/commentary/commodity-currencies-and-the-return-of-carry/ 2026-04-27T14:30:22+00:00 https://www.sowellmanagement.com/commentary/us-oil-exports-and-what-americans-pay-at-the-pump/ 2026-04-20T13:56:37+00:00 https://www.sowellmanagement.com/commentary/when-energy-becomes-the-lone-ranger/ 2026-04-13T14:23:01+00:00 https://www.sowellmanagement.com/commentary/the-middle-east-what-investors-need-to-know/ 2026-04-08T20:11:46+00:00 https://www.sowellmanagement.com/commentary/is-the-us-equity-risk-premium-ready-for-a-rebound/ 2026-03-23T14:14:05+00:00 https://www.sowellmanagement.com/commentary/micron-is-the-ai-gold-rush/ 2026-03-16T14:45:23+00:00 https://www.sowellmanagement.com/commentary/ai-the-next-great-deflationary-force/ 2026-03-16T14:36:51+00:00 https://www.sowellmanagement.com/commentary/europe-a-users-guide/ 2026-03-04T14:18:45+00:00 https://www.sowellmanagement.com/commentary/where-will-the-fed-funds-rate-go-in-2026/ 2026-02-23T14:52:24+00:00 https://www.sowellmanagement.com/commentary/affordability-the-crisis-that-isntaffordability-the-crisis-that-isnt/ 2026-02-09T15:47:42+00:00 https://www.sowellmanagement.com/commentary/soap-bubbles-when-central-banks-and-governments-get-too-close/ 2026-02-02T17:57:29+00:00 https://www.sowellmanagement.com/commentary/making-sense-of-geopolitics-and-portfolio-risk-in-2026/ 2026-01-26T15:14:26+00:00 https://www.sowellmanagement.com/commentary/ringing-in-2026-markets-ai-and-the-death-star-era/ 2026-01-12T16:37:30+00:00 https://www.sowellmanagement.com/commentary/back-to-the-future-the-reserve-currency-paradox/ 2026-01-05T17:05:55+00:00 https://www.sowellmanagement.com/commentary/does-powells-speech-yield-clues-to-the-feds-policy-path/ 2026-01-05T13:48:21+00:00 https://www.sowellmanagement.com/commentary/risk-uncertainty-and-profit-interpreting-a-chicago-warning/ 2025-12-22T15:00:06+00:00 https://www.sowellmanagement.com/commentary/fork-in-the-road-in-the-ai-hardware-race/ 2025-12-15T14:35:08+00:00 https://www.sowellmanagement.com/commentary/great-japanese-unwind-overhyped/ 2025-12-08T16:01:25+00:00 https://www.sowellmanagement.com/commentary/investors-may-underappreciate-real-risk-from-tariffs/ 2025-12-01T16:30:12+00:00 https://www.sowellmanagement.com/commentary/tariff-buster-walmart/ 2025-11-24T14:38:07+00:00 https://www.sowellmanagement.com/commentary/newmont-nem-a-golden-revival-in-a-world-searching-for-stability/ 2025-11-17T15:48:52+00:00 https://www.sowellmanagement.com/commentary/la-demesure-the-euros-french-problem/ 2025-11-10T15:26:15+00:00 https://www.sowellmanagement.com/commentary/the-fed-owns-both-teams/ 2025-11-03T16:04:50+00:00 https://www.sowellmanagement.com/commentary/too-important-to-fail-is-intel-worth-the-cost/ 2025-10-27T14:00:23+00:00 https://www.sowellmanagement.com/commentary/a-i-brick-mortar-caterpillar/ 2025-10-20T13:52:17+00:00 https://www.sowellmanagement.com/commentary/us-stocks-move-closer-to-dot-com-bubble-valuations/ 2025-10-13T14:05:28+00:00 https://www.sowellmanagement.com/commentary/europes-rearmament-illusion/ 2025-10-06T14:33:38+00:00 https://www.sowellmanagement.com/commentary/oracle-back-to-the-future/ 2025-09-22T16:09:55+00:00 https://www.sowellmanagement.com/commentary/from-trade-wars-to-ai-lessons-for-investors/ 2025-09-15T14:34:29+00:00 https://www.sowellmanagement.com/commentary/defying-trade-war-anxiety-emerging-markets-stocks-outperform-in-2025/ 2025-09-08T14:35:48+00:00 https://www.sowellmanagement.com/commentary/target-beats-earnings-but-misses-the-point/ 2025-08-26T12:05:04+00:00 https://www.sowellmanagement.com/commentary/ai-its-only-smart-when-the-lights-are-on-vistra-corp/ 2025-08-26T10:07:41+00:00 https://www.sowellmanagement.com/commentary/op-ed-the-process-is-the-point/ 2025-08-18T13:44:07+00:00 https://www.sowellmanagement.com/commentary/the-big-beautiful-bill-part-deux-when-tax-cuts-get-botox/ 2025-08-07T17:51:22+00:00 https://www.sowellmanagement.com/commentary/op-ed-the-fed-starts-predicting-the-weather/ 2025-08-07T17:11:16+00:00 https://www.sowellmanagement.com/commentary/technology-infrastructure-semiconductor-equipment/ 2025-07-28T19:56:12+00:00 https://www.sowellmanagement.com/commentary/from-prime-to-priced-in-amazon-enters-the-value-club/ 2025-07-14T14:38:59+00:00 https://www.sowellmanagement.com/commentary/they-taxed-paper-we-tax-silicon-the-medium-changes-the-instinct-for-control-doesnt/ 2025-07-07T14:08:01+00:00 https://www.sowellmanagement.com/commentary/company-spotlight-clouds-chips-and-cash-jabils-500m-bet-on-the-future/ 2025-06-30T17:18:06+00:00 https://www.sowellmanagement.com/commentary/when-will-tariff-effects-appear-in-market-data/ 2025-06-30T16:44:47+00:00 https://www.sowellmanagement.com/commentary/the-us-government-debt-and-deficit-are-symptoms-of-a-much-bigger-problem/ 2025-06-17T16:35:43+00:00 https://www.sowellmanagement.com/commentary/labor-strength-vs-policy-patience-the-feds-balancing-act-to-serve-two-masters/ 2025-06-09T13:26:33+00:00 https://www.sowellmanagement.com/commentary/the-medicaid-paradox-unitedhealths-crisis-and-the-fragility-of-for-profit-public-health/ 2025-06-02T14:20:59+00:00 https://www.sowellmanagement.com/commentary/europe-vs-u-s-equities-momentum-shift-or-temporary-spike/ 2025-05-19T13:52:13+00:00 https://www.sowellmanagement.com/commentary/who-blinks-first-in-the-u-s-china-trade-war/ 2025-05-12T18:00:10+00:00 https://www.sowellmanagement.com/commentary/rags-to-riches-to-realism-semiconductors-in-the-crosshairs-again/ 2025-05-05T13:42:46+00:00 https://www.sowellmanagement.com/commentary/trading-on-fear-understanding-policy-shockwaves/ 2025-04-28T14:50:19+00:00 https://www.sowellmanagement.com/commentary/global-trade-made-america-richer-not-poorer/ 2025-04-21T15:05:10+00:00 https://www.sowellmanagement.com/commentary/from-mckinley-to-maga-tariffs-politics-market-risk/ 2025-04-14T13:27:17+00:00 https://www.sowellmanagement.com/commentary/digital-zeros-and-human-folly-lessons-from-sowells-investment-cafe-with-jason-hsu/ 2025-04-07T14:56:36+00:00 https://www.sowellmanagement.com/commentary/cpi-vs-core-pce-the-inflation-metric-the-fed-actually-follows/ 2025-03-31T18:25:07+00:00 https://www.sowellmanagement.com/commentary/tariff-sequel-april-2nds-d-day-will-the-dirty-15-have-a-hollywood-ending/ 2025-03-24T15:43:37+00:00 https://www.sowellmanagement.com/commentary/market-volatility-refresher-the-good-the-bad-and-the-sentiment-paradox/ 2025-03-18T13:41:26+00:00 https://www.sowellmanagement.com/commentary/tariffs-trade-will-they-really-make-a-difference-in-2025/ 2025-03-17T14:56:21+00:00 https://www.sowellmanagement.com/commentary/much-ado-about-nothing/ 2025-03-03T16:20:45+00:00 https://www.sowellmanagement.com/commentary/demographic-shifts-how-aging-economies-impact-emerging-market-asset-prices/ 2025-02-24T14:45:34+00:00 https://www.sowellmanagement.com/commentary/last-weeks-markets-weather-tariff-turmoil/ 2025-02-10T17:03:33+00:00 https://www.sowellmanagement.com/commentary/deepseek-ai-evolution-not-disruption/ 2025-02-03T15:34:43+00:00 https://www.sowellmanagement.com/commentary/twlo-proves-value-is-back-from-the-dead/ 2025-01-27T14:33:46+00:00 https://www.sowellmanagement.com/commentary/working-man-jobs-jobs-jobs/ 2025-01-13T15:12:42+00:00 https://www.sowellmanagement.com/commentary/survival-of-the-fittest-sp-500-roars-past-sp-500-equal-weighted-index/ 2025-01-06T14:16:10+00:00 https://www.sowellmanagement.com/commentary/cpu-gpu-and-now-xpu/ 2024-12-30T14:41:41+00:00 https://www.sowellmanagement.com/commentary/history-of-the-president-and-the-fed/ 2024-12-23T14:48:04+00:00 https://www.sowellmanagement.com/commentary/will-the-fed-signal-white-or-black-smoke/ 2024-12-16T14:34:38+00:00 https://www.sowellmanagement.com/commentary/trump-tariffs-2-0/ 2024-12-09T15:32:24+00:00 https://www.sowellmanagement.com/commentary/the-road-not-taken-where-do-we-go-from-here/ 2024-12-02T14:28:40+00:00 https://www.sowellmanagement.com/commentary/nvidia-is-the-death-star/ 2024-11-25T14:55:32+00:00 https://www.sowellmanagement.com/commentary/the-other-a-advertising/ 2024-11-18T14:56:44+00:00 https://www.sowellmanagement.com/commentary/impact-of-rising-yields-falling-mortgage-applications/ 2024-11-11T15:00:30+00:00 https://www.sowellmanagement.com/commentary/chickens-i-mean-deficits-coming-home-to-roost/ 2024-11-04T14:34:03+00:00 https://www.sowellmanagement.com/commentary/save-sink-or-swim/ 2024-10-28T16:34:51+00:00 https://www.sowellmanagement.com/commentary/us-cpi-disappoints/ 2024-10-21T15:44:03+00:00 https://www.sowellmanagement.com/commentary/stagecoach-rides-again/ 2024-10-14T13:33:22+00:00 https://www.sowellmanagement.com/commentary/remember-when-a-dollar-saved-was-a-dollar-earned/ 2024-10-07T14:29:37+00:00 https://www.sowellmanagement.com/commentary/nuclear-is-the-new-ai/ 2024-09-30T14:39:40+00:00 https://www.sowellmanagement.com/commentary/risk-of-china-deflation-traders-eyeing-china-inflation/ 2024-09-23T13:28:33+00:00 https://www.sowellmanagement.com/commentary/future-of-moores-law-in-jeopardy/ 2024-09-16T13:32:10+00:00 https://www.sowellmanagement.com/commentary/an-old-dog-can-learn-new-tricks-eli-lilly-a-medicine-company-150-years-in-the-making/ 2024-09-09T13:18:11+00:00 https://www.sowellmanagement.com/commentary/price-controls-just-dont-do-it/ 2024-08-26T13:14:13+00:00 https://www.sowellmanagement.com/commentary/there-is-more-to-ai-than-nvidia-what-about-ibm/ 2024-08-19T13:31:36+00:00 https://www.sowellmanagement.com/commentary/the-big-mac-index-or-yen-carry-trade/ 2024-08-12T13:51:06+00:00 https://www.sowellmanagement.com/commentary/the-vix-is-surging/ 2024-08-05T14:19:24+00:00 https://www.sowellmanagement.com/commentary/wisdom-of-the-crowd-takes-down-the-cloud/ 2024-07-29T13:31:59+00:00 https://www.sowellmanagement.com/commentary/is-inflation-dead/ 2024-07-23T14:16:25+00:00 https://www.sowellmanagement.com/commentary/can-the-fed-stick-the-landing-r-star-revisited/ 2024-07-15T13:51:01+00:00 https://www.sowellmanagement.com/commentary/there-is-more-to-ai-than-nvidia-what-about-dell/ 2024-07-07T17:18:35+00:00 https://www.sowellmanagement.com/commentary/car-sales-moving-to-the-slow-lane/ 2024-07-02T20:15:22+00:00 https://www.sowellmanagement.com/commentary/strength-of-the-dollar-tied-to-petrodollars/ 2024-06-24T14:07:27+00:00 https://www.sowellmanagement.com/commentary/post-pandemic-travel-boom-cruising/ 2024-06-17T13:40:27+00:00 https://www.sowellmanagement.com/commentary/the-gathering-storm/ 2024-06-10T14:27:14+00:00 https://www.sowellmanagement.com/commentary/the-great-wealth-transfer-from-the-greatest-generation/ 2024-06-03T14:14:41+00:00 https://www.sowellmanagement.com/commentary/its-not-egg-flation-its-auto-insurance-flation/ 2024-05-20T14:08:45+00:00 https://www.sowellmanagement.com/commentary/the-real-cost-of-cybercrime-unitedhealth-spotlight/ 2024-05-13T13:41:42+00:00 https://www.sowellmanagement.com/commentary/how-do-you-like-them-apples-android-ai-and-qualcomm/ 2024-05-06T14:03:10+00:00 https://www.sowellmanagement.com/commentary/take-a-look-at-me-now-tesla-against-the-odds/ 2024-04-29T13:39:43+00:00 https://www.sowellmanagement.com/commentary/out-with-the-new-in-with-the-old-gold/ 2024-04-22T13:55:46+00:00 https://www.sowellmanagement.com/commentary/mbti-myers-briggs-applied-to-equity-market-factor-exposures/ 2024-04-18T23:06:05+00:00 https://www.sowellmanagement.com/commentary/assessing-the-fed-lessons-learned-or-new-paradigm/ 2024-04-08T13:55:25+00:00 https://www.sowellmanagement.com/commentary/inflation-spotlight-minimum-wages-of-key-states-on-the-rise-again/ 2024-04-01T14:00:11+00:00 https://www.sowellmanagement.com/commentary/deja-vu-dead-on-arrival/ 2024-03-25T13:35:19+00:00 https://www.sowellmanagement.com/commentary/how-can-two-things-be-so-identical-yet-so-different/ 2024-03-18T16:21:39+00:00 https://www.sowellmanagement.com/commentary/chinas-recent-liquidity-crisis-another-quant-quake-tale/ 2024-03-11T14:18:51+00:00 https://www.sowellmanagement.com/commentary/clouds-on-the-horizon-the-risks-of-waging-war/ 2024-03-04T15:12:13+00:00 https://www.sowellmanagement.com/commentary/apple-verse-vision-pro/ 2024-02-26T16:59:13+00:00 https://www.sowellmanagement.com/commentary/earnings-earnings-and-if-all-else-fails-earnings/ 2024-02-12T15:11:13+00:00 https://www.sowellmanagement.com/commentary/chinas-evergrande-contagion-risks/ 2024-02-05T15:51:55+00:00 https://www.sowellmanagement.com/commentary/the-fiscal-road-ahead/ 2024-01-29T14:29:49+00:00 https://www.sowellmanagement.com/commentary/us-housing-wave/ 2024-01-22T16:25:22+00:00 https://www.sowellmanagement.com/commentary/bedrock-inflation-up-close/ 2024-01-16T14:50:23+00:00 https://www.sowellmanagement.com/commentary/a-fine-time-to-leave-me-lucille-student-loan-forgiveness/ 2024-01-08T15:32:00+00:00 https://www.sowellmanagement.com/commentary/future-of-social-security-reality-bites/ 2024-01-02T15:37:32+00:00 https://www.sowellmanagement.com/commentary/the-broad-shoulders-of-broadcom/ 2023-12-18T14:56:47+00:00 https://www.sowellmanagement.com/commentary/mover-over-faang-make-room-for-the-magnificent-seven/ 2023-12-11T16:58:51+00:00 https://www.sowellmanagement.com/commentary/bi-directional-charging-will-energize-your-future/ 2023-12-04T15:12:19+00:00 https://www.sowellmanagement.com/commentary/consumer-spending-is-here-to-stay/ 2023-11-27T14:27:19+00:00 https://www.sowellmanagement.com/commentary/u-s-and-china-future-adversaries-or-partners/ 2023-11-20T16:08:35+00:00 https://www.sowellmanagement.com/commentary/lessons-in-mortgages-the-case-for-assuming-a-mortgage-rate-hack/ 2023-11-13T14:27:56+00:00 https://www.sowellmanagement.com/commentary/ai-101-a-path-of-applications/ 2023-11-09T23:04:35+00:00 https://www.sowellmanagement.com/commentary/wfh-capital-of-america-san-francisco/ 2023-11-06T14:45:13+00:00 https://www.sowellmanagement.com/commentary/planet-of-the-autos-crash-lands/ 2023-10-23T13:26:14+00:00 https://www.sowellmanagement.com/commentary/remember-stocks-not-inflation/ 2023-10-16T13:31:12+00:00 https://www.sowellmanagement.com/commentary/mortgage-rates-not-a-recession-psychic/ 2023-10-09T13:19:12+00:00 https://www.sowellmanagement.com/commentary/private-credit-primer/ 2023-10-02T13:35:41+00:00 https://www.sowellmanagement.com/commentary/funding-the-government/ 2023-09-25T13:32:02+00:00 https://www.sowellmanagement.com/commentary/houston-we-see-the-runway/ 2023-09-18T13:36:23+00:00 https://www.sowellmanagement.com/commentary/doubling-down-on-growth-duolingos-success-story/ 2023-09-11T13:24:18+00:00 https://www.sowellmanagement.com/commentary/sp-500-index-the-debate-continues/ 2023-08-28T13:40:41+00:00 https://www.sowellmanagement.com/commentary/bloomin-brands-may-be-finally-blooming/ 2023-08-21T14:12:22+00:00 https://www.sowellmanagement.com/commentary/inflation-is-a-policy/ 2023-08-14T13:28:51+00:00 https://www.sowellmanagement.com/commentary/housing-inflation-misunderstood/ 2023-08-07T13:58:44+00:00 https://www.sowellmanagement.com/commentary/tic-tac-toe-inflation-and-deficits/ 2023-08-01T16:02:53+00:00 https://www.sowellmanagement.com/commentary/impact-of-solar-energy/ 2023-07-24T14:37:25+00:00 https://www.sowellmanagement.com/commentary/when-leading-is-lagging/ 2023-07-17T14:46:58+00:00 https://www.sowellmanagement.com/commentary/delta-keeps-climbing/ 2023-07-10T13:41:25+00:00 https://www.sowellmanagement.com/commentary/the-destiny-of-movies/ 2023-06-26T19:28:07+00:00 https://www.sowellmanagement.com/commentary/gpu-vs-cpu-and-the-rise-of-nvidia/ 2023-06-21T19:26:20+00:00 https://www.sowellmanagement.com/commentary/the-upside-down-of-oil/ 2023-06-12T16:04:42+00:00 https://www.sowellmanagement.com/commentary/a-rock-and-a-hard-place/ 2023-06-05T14:50:57+00:00 https://www.sowellmanagement.com/commentary/one-persons-peak-is-anothers-trough/ 2023-05-22T14:24:49+00:00 https://www.sowellmanagement.com/commentary/the-house-of-mouse-turned-100-in-2023/ 2023-05-15T14:05:22+00:00 https://www.sowellmanagement.com/commentary/fed-rate-final-hike-or-not/ 2023-05-08T13:16:43+00:00 https://www.sowellmanagement.com/commentary/the-current-banking-fallout/ 2023-05-01T14:01:45+00:00 https://www.sowellmanagement.com/commentary/why-the-coming-face-off-between-the-petro-dollar-and-petro-yuan/ 2023-04-24T15:50:51+00:00 https://www.sowellmanagement.com/commentary/berkshire-hathaway-goes-big-japan/ 2023-04-17T15:44:54+00:00 https://www.sowellmanagement.com/commentary/electricity-tax-is-around-the-corner/ 2023-04-11T19:44:13+00:00 https://www.sowellmanagement.com/commentary/stock-buyback-intrinsic-value-matters/ 2023-04-07T21:03:08+00:00 https://www.sowellmanagement.com/commentary/is-another-fed-misstep-ahead/ 2023-04-07T21:02:14+00:00 https://www.sowellmanagement.com/commentary/svb-collapse-shakes-markets/ 2023-04-07T21:01:12+00:00 https://www.sowellmanagement.com/commentary/mortgage-rates-peak-at-7-as-home-values-drop/ 2023-04-07T20:59:00+00:00 https://www.sowellmanagement.com/commentary/beyond-faang-invest-in-businesses/ 2023-04-07T20:56:13+00:00