Six Weeks Straight Up. Michael Burry Sees March 2000.

The S&P 500 closed at an all-time high of 7,398.93 Friday. Memory stocks gained 30% in one week. Polymarket says 17% odds on an AI bubble by year-end. OpenAI projects $143 billion in losses. The tape doesn't care yet.

SpaceX Is Going Public. Shareholders Won't Have Much to Say.

Polymarket assigns 87% odds SpaceX is 2026's largest IPO. The filing strips shareholders of three protections simultaneously. No precedent exists for all three at once.

The Repricing Was Small

Trump paused Project Freedom Tuesday night, citing progress with Iran. Polymarket's blockade-lifted odds went from 7% to 12%. The blockade itself, Trump said, stays.

Real Money Says the War Is Long. The Tape Says Otherwise.

Six percent odds the strait reopens by May 15. Seventy-five percent odds of a peace deal by year-end. The S&P sat 30 points off Friday's record.

The Week Records Met the Deepest Fed Dissent in 33 Years

Polymarket now prices most of 2026 with the Fed standing still. The S&P closed Friday at all-time highs anyway.

Brent up 12% overnight. The Fed votes blind.

Gas at $4.23 AAA national. Q1 GDP and core PCE land at 8:30 — the prints Powell didn't see.

Wall Street is cracking. Main Street is buying.

One Fed, two economies, three cracks. Powell speaks at 2 p.m.

Sanders-Khanna Wealth Tax Push Sparks Constitutional and Economic Debate

The Unraveling of the American Housing Dream

What People Value Most in the U.S., UK, and Germany

Hamptons Real Estate Soars as Luxury Sales and Summer Rentals Surge