Housing Affordability Is Cracking Consumer Confidence

Investing takeaways from Tesla's Optimus narrative, Nvidia risk signals, and housing's market impact
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The Housing Affordability Crisis Reveals a Deeper Economic Fracture

Despite cooling inflation, housing unaffordability is crushing consumer confidence. What this means for markets and how investors should position...

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Tesla's Robot Fantasy Doesn't Add Up, But Investors Should Stay Skeptical

Tesla's robotics ambitions face steep technical hurdles and questionable economics. Why the Optimus narrative deserves serious investor scrutiny.

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Nvidia Earnings Hype Ignores the Real Risk for Tech Investors

Nvidia earnings optimism may be setting up tech investors for disappointment. Here's why the options market tells a different story than the headlines.

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I Have Deeper Questions About Healthcare Data Economics

IQVIA Holdings draws Wall Street consensus, but investors should question whether healthcare data economics support current expectations in 2026's market.

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