September 2, 2026

Do Higher U.S. 10-Year Treasury Yields Mean Lower S&P 500 Returns?

At the time of this analysis, the U.S. 10-year Treasury yield had risen above 4.75%. But does a higher yield actually mean weaker short-term S&P 500 returns? We test this by separating the yield’s ab…

August 25, 2026

Is Bitcoin Really an Inflation Hedge? — Testing Inflation Expectations and 30-Day Returns

Bitcoin is often described as a hedge against inflation and currency debasement. But does it actually perform better when market inflation expectations rise? We examine the relationship between the U…

July 28, 2026

What Does a Simultaneous Selloff Across All Assets Mean? The Market Forces Behind the “Great Capital Rotation”

“Buy the dip.” In recent markets, this has seemed like an almost infallible strategy. Whenever stocks or crypto assets experienced even a modest correction, the decline quickly became an ideal buying…