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AI Capital Cycle
Carlos Ochoa 12/15/25 Carlos Ochoa 12/15/25

AI Capital Cycle

Week of December 15th, 2025

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A Richer Christmas?
Carlos Ochoa 12/8/25 Carlos Ochoa 12/8/25

A Richer Christmas?

Week of December 8th, 2025

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December Rate Cut?
Carlos Ochoa 12/1/25 Carlos Ochoa 12/1/25

December Rate Cut?

Week of December 1st, 2025

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Measuring the Jobs Pulse
Carlos Ochoa 11/24/25 Carlos Ochoa 11/24/25

Measuring the Jobs Pulse

Week of November 24th, 2025

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Gov’t Reopens, Investor Confidence Doesn’t
Carlos Ochoa 11/17/25 Carlos Ochoa 11/17/25

Gov’t Reopens, Investor Confidence Doesn’t

Week of November 17th, 2025

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Stocks Swing
Carlos Ochoa 11/10/25 Carlos Ochoa 11/10/25

Stocks Swing

Week of November 10th, 2025

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Fed Pulse Check 
Carlos Ochoa 11/3/25 Carlos Ochoa 11/3/25

Fed Pulse Check 

Week of November 3rd, 2025

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AI Bubble Watch
Carlos Ochoa 10/27/25 Carlos Ochoa 10/27/25

AI Bubble Watch

Week of October 27th, 2025

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Spending Split
Carlos Ochoa 10/20/25 Carlos Ochoa 10/20/25

Spending Split

Week of October 20th, 2025

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The TACO Index
Carlos Ochoa 10/14/25 Carlos Ochoa 10/14/25

The TACO Index

Week of October 13th, 2025

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Timing and Risk
Carlos Ochoa 10/6/25 Carlos Ochoa 10/6/25

Timing and Risk

Week of October 6th, 2025

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Consumers Hold the Line
Carlos Ochoa 9/29/25 Carlos Ochoa 9/29/25

Consumers Hold the Line

Week of September 29th, 2025

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Fed Blinks, Markets Cheer?
Carlos Ochoa 9/22/25 Carlos Ochoa 9/22/25

Fed Blinks, Markets Cheer?

Week of September 22nd, 2025

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IPO Frenzy?
Carlos Ochoa 9/15/25 Carlos Ochoa 9/15/25

IPO Frenzy?

Week of September 15th, 2025

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Soft Jobs, Softer Fed?
Carlos Ochoa 9/8/25 Carlos Ochoa 9/8/25

Soft Jobs, Softer Fed?

Week of September 8th, 2025

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IPO Watch
Carlos Ochoa 9/1/25 Carlos Ochoa 9/1/25

IPO Watch

Week of September 1st, 2025

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QSBS Supercharged: New Tax Savings?
Carlos Ochoa 8/25/25 Carlos Ochoa 8/25/25

QSBS Supercharged: New Tax Savings?

Week of August 25th, 2025

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Fake Economic Data?
Carlos Ochoa 8/18/25 Carlos Ochoa 8/18/25

Fake Economic Data?

Week of August 18th, 2025

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AI Gold Rush
Carlos Ochoa 8/11/25 Carlos Ochoa 8/11/25

AI Gold Rush

Week of August 11th, 2025

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The IPO Rollercoaster
Carlos Ochoa 8/4/25 Carlos Ochoa 8/4/25

The IPO Rollercoaster

Week of August 4th, 2025

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