Contrary to the traditional flight-to-safety playbook, bond yields are rising alongside oil prices as war-driven inflation fears overwhelm demand for U.S. Treasuries as a haven asset. We examine why this unusual bond market behavior matters for every investor who holds fixed income, and what it signals about the durability of the post-pandemic rate environment.

Today's Stocks & Topics: ZIM Integrated Shipping Services Ltd. (ZIM), Market Wrap, Netflix, Inc. (NFLX), High Deficit on Bond Markets, Financial Planning, War Bonds vs. War Stocks: How Treasuries Are Really Responding to the Iran Conflict, KPP Newsletter, Zions Bancorporation, National Association (ZION), Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, Newmont Corporation (NEM), Edison International (EIX), Archer-Daniels-Midland Company (ADM), FCC Trying To Change Quarterly Earnings Rules.

Even as the Strait of Hormuz closed and oil surged, chip stocks and the Nasdaq bounced back sharply as investors bet that AI-driven earnings growth outweighs any geopolitical headwinds. We explore the dangerous psychology of a market that keeps shrugging off war headlines — and whether that confidence is justified.

Today's Stocks & Topics: Cincinnati Financial Corporation (CINF), Market Wrap, iShares U.S. Power Infrastructure ETF (POWR), Tema Electrification ETF (VOLT), Defiance AI & Power Infrastructure ETF (AIPO), Oil Traders Warning, Reddit, Inc. (RDDT), Is the AI Rally Ignoring a Real Geopolitical Threat to Tech Stocks?, Berkshire Hathaway Inc. (BRK.B), Financial Sector, The Housing Market.

New data shows retail traders are piling into speculative assets and individual momentum plays while largely ignoring broad index exposure in the S&P 500 — a behavioral pattern that historically signals late-cycle risk-taking. We explore the psychology behind this trend and why chasing shiny objects almost always ends badly for individual investors.

Today's Stocks & Topics: Sprouts Farmers Market, Inc. (SFM), Market Wrap, Brussels and European Banks, Coherent Corp. (COHR), Retail Investors Chase Shiny Objects While Ignoring the S&P 500, iShares Core Dividend ETF (DIVB), Lennox International Inc. (LII), Airbnb, Inc. (ABNB), Charter Communications, Inc. (CHTR), Small Caps.