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The Winner’s Market
Carlos Ochoa 5/4/26 Carlos Ochoa 5/4/26

The Winner’s Market

Week of May 4th, 2026

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What Capital Is Choosing
Carlos Ochoa 4/27/26 Carlos Ochoa 4/27/26

What Capital Is Choosing

Week of April 27th, 2026

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More Capital, Tighter Gate
Carlos Ochoa 4/20/26 Carlos Ochoa 4/20/26

More Capital, Tighter Gate

Week of April 20th, 2026

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Oil, AI, and the New World Economy
Carlos Ochoa 4/13/26 Carlos Ochoa 4/13/26

Oil, AI, and the New World Economy

Week of April 13th, 2026

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AI at Mega-Scale
Carlos Ochoa 4/6/26 Carlos Ochoa 4/6/26

AI at Mega-Scale

Week of April 6th, 2026

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Bigger Bets, Fewer Winners
Carlos Ochoa 3/30/26 Carlos Ochoa 3/30/26

Bigger Bets, Fewer Winners

Week of March 30th, 2026

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The Hidden Cost of War
Carlos Ochoa 3/23/26 Carlos Ochoa 3/23/26

The Hidden Cost of War

Week of March 23rd, 2026

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The Economics of Conflict
Carlos Ochoa 3/16/26 Carlos Ochoa 3/16/26

The Economics of Conflict

Week of March 16th, 2026

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AI Priced on Promise?
Carlos Ochoa 3/9/26 Carlos Ochoa 3/9/26

AI Priced on Promise?

Week of March 9th, 2026

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The AI Showdown
Carlos Ochoa 3/2/26 Carlos Ochoa 3/2/26

The AI Showdown

Week of March 2nd, 2026

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Tariffs Never Left.
Carlos Ochoa 2/23/26 Carlos Ochoa 2/23/26

Tariffs Never Left.

Week of February 23rd, 2026

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AI Wins
Carlos Ochoa 2/16/26 Carlos Ochoa 2/16/26

AI Wins

Week of February 16th, 2026

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Big Tech, Big Bets
Carlos Ochoa 2/9/26 Carlos Ochoa 2/9/26

Big Tech, Big Bets

Week of February 9th, 2026

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Silver and Gold Down. AI Up.
Carlos Ochoa 2/3/26 Carlos Ochoa 2/3/26

Silver and Gold Down. AI Up.

Week of February 2nd, 2026

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Wealth-Led Economy
Carlos Ochoa 1/27/26 Carlos Ochoa 1/27/26

Wealth-Led Economy

Week of January 26th, 2026

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Trump’s Year One Economy
Carlos Ochoa 1/19/26 Carlos Ochoa 1/19/26

Trump’s Year One Economy

Week of January 19th, 2026

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Fed on Watch
Carlos Ochoa 1/12/26 Carlos Ochoa 1/12/26

Fed on Watch

Week of January 12th, 2026

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AI Economy
Carlos Ochoa 1/5/26 Carlos Ochoa 1/5/26

AI Economy

Week of January 5th, 2026

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The Money Map of 2025
Carlos Ochoa 12/29/25 Carlos Ochoa 12/29/25

The Money Map of 2025

Week of December 29th, 2025

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The Year of the Mega-Round
Carlos Ochoa 12/22/25 Carlos Ochoa 12/22/25

The Year of the Mega-Round

Week of December 22nd, 2025

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