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Today In Perspective

Today in Perspective analyzes financial and economic events in three dimensions rather than as isolated headlines.

Today In Perspective

What the market did today, what it's pricing in for the next six months, and what to watch tomorrow. Every weekday at 5pm ET.

Today in Perspective analyzes financial and economic events in three dimensions rather than as isolated headlines.

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The market just closed. Here's what happened.


The Rotation Is Louder Than the Selloff

The Rotation Is Louder Than the Selloff

Software down 5%. Chips up 17 days running. Same tape, different decisions.

Apr 23, 2026

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The Rotation Is Louder Than the Selloff

The Rotation Is Louder Than the Selloff

Software down 5%. Chips up 17 days running. Same tape, different decisions.

Apr 23, 2026

Nasdaq High. Gold High. Same Day.

Nasdaq High. Gold High. Same Day.

That pairing shows up maybe twice a decade. Here's what it usually means next.

Apr 22, 2026

Oil Up 5%, Nasdaq Breaks a 34-Year Streak, Small-Caps at a Record

Oil Up 5%, Nasdaq Breaks a 34-Year Streak, Small-Caps at a Record

Monday, and the weekend did the work. The U.S. seized an Iranian ship. The Strait of Hormuz went back to closed. Oil jumped six percent. Stocks went red. Friday's rally feels like it happened a year ago.

Apr 20, 2026

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