2026 is the new 2016. If you've been online at all lately, you've probably heard this idea and seen the throwback playlist and arguments over bringing back skinny jeans. Google searches for 2016 esthetic spiked to all time highs this year.So this trend isn't just living on your feed, it's also showing up in real interest. But what if we analyze this 2016 trend from a market perspective. Let's focus on retail, because people have to be buying these skinny jeans from somewhere, right.For investors, this socia ...

Super Bowl viewers this year may catch an ad for Trump accounts. This year, every American child gets an investment account. And millions will be pre-funded.That's free money. We can all experience the American Dream. Sign me up.Trump accounts were enacted via President Donald Trump's Big Beautiful Bill in July, and they are investing accounts for kids under the age of 18. And kids born between 2025 and 2028 are eligible for $1,000 seed money from the Treasury Department. In addition to the seed money, fami ...

We're here at Rivian's engineering labs in Palo Alto, and right behind me was their first product, the R1T. Rivian makes high end electric vehicles. The trouble is they start above $70,000.They want to change that. They're making now a vehicle that hits right at the center of the market, the R2, which starts at $45,000. This is what Rivian says will take it from being a niche automaker of high end vehicles to a truly mainstream and profitable company.The R2 is a test to show Wall Street that they can actual ...

The US private credit market is projected to grow from 3 trillion at the start of 2025 to nearly 5 trillion by 2029. Private credit is lending by non-bank financial institutions to businesses that take place outside of the public markets. >> There are so many advantages to private credit.There's the speed, the flexibility, the reaching companies that haven't really been reached before. >> Private credit typically provides loans to companies that are otherwise unable to obtain them through banks or public de ...

Companies invested more than $200 billion into US EV manufacturing across the US through 2024, mostly in Republican areas and much of it in the South. But now it's all in jeopardy. Automakers are canceling factories, cutting production, laying off workers and shifting back to gas.The federal government has rolled back EV funding and is planning to relax emissions standards. Now, some say automakers stand to lose $100 billion or more on their investments in the US. We've never seen anything like this in the ...

I have some bad news for you. America's k-shaped economy is here to stay. If you haven't heard that term yet, well, it's a fancy way of saying the rich get richer and the poor get poorer.It pretty much describes the country's worsening inequality gap. Economies can be classified in a few different ways as they rebound from a recession. Economists have widely agreed that the US has been in a K shape coming out of the pandemic.I've been writing about this for a few years. The K-shaped recovery explains how hi ...

It feels like every movie nowadays is just another sequel. Yes, I'm talking about a fifth Toy Story and a seventh Scream movie. It's been a trend playing out in Hollywood for decades, but it's even more prevalent right now.One last time. In 2025, more than half the movies released were franchises. Basically, movie studios want to guarantee success, so they're making films using characters and stories you already know.And increasingly, they're backing away from trying out new ideas. We're coming out of an er ...

This Fed horse race has swung a bunch of different ways since the process began last September. Kevin Walsh is a former Fed governor, has a reputation as a bit of a maverick. He believes, basically that the Fed needs kind of a housecleaning.This isn't the first time you've heard me in the last decade say we need regime change at the Fed. It's not just about a person. It's about an approach to economics. It's about approach to what they're doing.And I'm troubled when I see them moving the goalposts. He's mos ...

We're at risk of a government shutdown because of a federal immigration action in Minnesota. Now, in the past few weeks, we've seen two US citizens killed who were protesting the US federal immigration response in Minnesota. Those citizens were Renee Goode and Alex Peretti.Democrats in the Senate were ready to vote for this package of bills to fund about half of the government. But now, after the pair of killings in Minnesota, they're threatening to withhold their votes unless Senate Republicans remove the ...

In the wake of violent confrontations between federal agents and protesters over President Donald Trump's immigration policy, corporate leaders are now starting to do something they've rarely done in the first year of Trump 2.0%: disagree with the president. I think they should change their approach to immigration. I've said it.JPMorgan CEO Jamie Dimon publicly criticized Trump's immigration policy, making an apparent reference to videos of confrontations between ICE agents and their targets. Of course, I d ...