Signal Spotlight

Signal Spotlight blog, expanded from recent Monday edition newsletter.

Signal Spotlight

Feb 16, 2026

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3 min read

💡 Signal Spotlight — Monday, Feb 16, 2026

AI’s next phase: spending, not slogans

Signal Spotlight

Feb 9, 2026

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3 min read

💡 Signal Spotlight — Monday, Feb 9, 2026

Two Markets, One Week: Rotation Takes the Wheel

Signal Spotlight

Feb 2, 2026

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3 min read

💡 Signal Spotlight — Monday, Feb 2, 2026

A new Fed Chair pick, a new “rulebook”

Signal Spotlight

Jan 26, 2026

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3 min read

💡 Signal Spotlight — Monday, Jan 26, 2026

The Fed, the Market, and the “Noise” Behind the Curtain

Signal Spotlight

Jan 19, 2026

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4 min read

💡 Signal Spotlight — Monday, Jan 19, 2026

Tariffs, Greenland, and a New “Alliance Risk” Factor

Signal Spotlight

Jan 12, 2026

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3 min read

💡 Signal Spotlight — Monday, Jan 12, 2026

The Fed’s Independence Test

Signal Spotlight

Jan 5, 2026

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3 min read

💡 Signal Spotlight — Monday, Jan 5, 2026

Venezuela’s oil reset, and why markets care

Signal Spotlight

Dec 29, 2025

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4 min read

💡 Signal Spotlight — Monday, Dec 29, 2025

Silver tags $84/oz: what powered the spike

Signal Spotlight

Dec 22, 2025

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3 min read

💡 Signal Spotlight — Monday, Dec 22, 2025

When geopolitics pokes the oil market...

Signal Spotlight

Dec 15, 2025

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4 min read

💡 Signal Spotlight — Monday, Dec 15, 2025

The Fed’s Statement, and what markets heard

Signal Spotlight

Dec 8, 2025

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3 min read

💡 Signal Spotlight — Monday, Dec 8, 2025

The Fed’s Cut Call, Explained

Signal Spotlight

Dec 1, 2025

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3 min read

💡 Signal Spotlight — Monday, Dec 1, 2025

December Fed cut: priced in, but not locked in

Signal Spotlight

Nov 24, 2025

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3 min read

💡 Signal Spotlight – Monday, Nov 24, 2025

Circular financing in AI: what’s real, what matters

Signal Spotlight

Nov 17, 2025

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4 min read

💡 Signal Spotlight – Monday, Nov 17, 2025

The Data Dam Is About to Burst.

Signal Spotlight

Nov 10, 2025

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3 min read

💡 Signal Spotlight – Monday, Nov 10, 2025

Job cuts spiked in October. Softer labor ahead?

Signal Spotlight

Nov 3, 2025

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3 min read

💡 Signal Spotlight – Monday, Nov 3, 2025

Power is the new bottleneck: why AI could re-rate utilities.

Signal Spotlight

Oct 27, 2025

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3 min read

💡 Signal Spotlight – Monday, Oct 27, 2025

When the Fed and Big Tech Collide, Liquidity Sets the Tone.

Signal Spotlight

Oct 20, 2025

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3 min read

💡 Signal Spotlight – Monday, Oct 20, 2025

Trading in a Data Vacuum.

Signal Spotlight

Oct 13, 2025

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3 min read

💡 Signal Spotlight – Monday, Oct 13, 2025

Why last week’s China tariff threat matters.

Signal Spotlight

Oct 6, 2025

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3 min read

💡 Signal Spotlight – Oct 6, 2025

Semis are talking.

Signal Spotlight

Sep 29, 2025

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3 min read

💡 Signal Spotlight – Sept 29, 2025

The New Tariffs, Explained

Signal Spotlight

Sep 22, 2025

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3 min read

💡 Signal Spotlight – Sept 22, 2025

The $7.28T question: Will cash leave money market funds?

Signal Spotlight

Sep 8, 2025

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3 min read

💡 Signal Spotlight – Sept 8, 2025

Shelter Is the Swing Vote for CPI

Signal Spotlight

💡 Signal Spotlight — Monday, Feb 16, 2026

💡 Signal Spotlight — Monday, Feb 9, 2026

💡 Signal Spotlight — Monday, Feb 2, 2026

💡 Signal Spotlight — Monday, Jan 26, 2026

💡 Signal Spotlight — Monday, Jan 19, 2026

💡 Signal Spotlight — Monday, Jan 12, 2026

💡 Signal Spotlight — Monday, Jan 5, 2026

💡 Signal Spotlight — Monday, Dec 29, 2025

💡 Signal Spotlight — Monday, Dec 22, 2025

💡 Signal Spotlight — Monday, Dec 15, 2025

💡 Signal Spotlight — Monday, Dec 8, 2025

💡 Signal Spotlight — Monday, Dec 1, 2025

💡 Signal Spotlight – Monday, Nov 24, 2025

💡 Signal Spotlight – Monday, Nov 17, 2025

💡 Signal Spotlight – Monday, Nov 10, 2025

💡 Signal Spotlight – Monday, Nov 3, 2025

💡 Signal Spotlight – Monday, Oct 27, 2025

💡 Signal Spotlight – Monday, Oct 20, 2025

💡 Signal Spotlight – Monday, Oct 13, 2025

💡 Signal Spotlight – Oct 6, 2025

💡 Signal Spotlight – Sept 29, 2025

💡 Signal Spotlight – Sept 22, 2025

💡 Signal Spotlight – Sept 8, 2025

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