US CPI YoY growth at 3.02% in September 2025, significantly down from 2022 peak but still above Fed's 2% target. Historical experience shows inflation rebounding before reaching target often signals greater turbulence ahead. This article provides deep analysis of inflation data, comparing with hist...

Behind Amazon's 30,000 layoffs lies a zero-sum game between GPU investment and human capital. As enterprise AI adoption approaches the critical 50% threshold, are we replaying the 2000 internet bubble?...

The St. Louis Fed Financial Stress Index (STLFSI4) is like a "blood pressure monitor" for financial markets, helping us detect early signs of financial crises....

NFCI is like a thermometer for financial markets. When it turns from negative to positive, it's a signal that markets are starting to "run a fever." This indicator has provided early warnings before every major crisis in history....

The Market Cap to GDP ratio hits 217%, far exceeding the 2000 dot-com bubble peak of 159%. Buffett considers 120% overvalued - we're now at nearly 3x normal levels! History shows every time it exceeded 130%, a 40-60% crash followed....

US high yield credit spreads have dropped to just 2.88%, a level 87% lower than the 2008 financial crisis peak. This extreme compression signals dangerous market complacency and potential systemic risks ahead....