The Big Market Report

✍ From the Editor

Featured AnalysisIan Gross· Apr 15, 2026

The Gridlock Premium: Why "Time-to-Power" Is the New Alpha

Grid interconnection queues now stretch five years. AI data centers build in 18 months. The gap between those two numbers is where the next trade lives.

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AnalysisApr 13, 2026

CPI Aftermath: Is the Fed's 2% Inflation Target a 20th-Century Relic?

March 2026 marks the third consecutive month of above-consensus CPI. The Fed now faces a binary choice with no clean exit — and investors who spent 2025 chasing a pivot must rebuild their portfolios around free cash flow, not rate-cut optionality.

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AnalysisApr 9, 2026

The Legacy Defense Trade: What the SpaceX IPO Means for Boeing and Lockheed Martin

The SpaceX IPO is the moment the market formally acknowledges that the launch business is now a competitive market. Here's what that means for Boeing and Lockheed Martin shareholders — and why the rotation trade could be sharper than most models assume.

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AnalysisApr 8, 2026

The $2 Trillion Rocket: What the SpaceX IPO Means for the 2026 Market

A $2 trillion valuation, a Starlink cash machine, and a defense sector reckoning — the SpaceX IPO is the most consequential market event of 2026.

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AnalysisApr 7, 2026

CPI Week: The Fed's Fuel-Injected Dilemma

The market wants a rate cut. The gas pump is voting for a hike.

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Earnings

We're seeing a fascinating divergence today, with BlackRock's stellar Q1 report not translating into immediate buying enthusiasm, while smaller players like Barratt Redrow are getting scrutinized on their sales calls. This tells us the market isn't just celebrating good numbers anymore; it's really digging into the underlying narratives and future prospects. Everyone's looking for the "why" behind the "what," which makes these earnings calls more critical than ever.

★Armstrong (AWI) Q3 2024 Earnings Call Transcript

The Motley Fool · 21h ago

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11 S&P 500 Stocks' Earnings To Skyrocket 200% In Three Months

Yahoo Finance · 1h ago

Goldman Sachs is set to report first-quarter earnings — here's what Wall Street expects

CNBC Markets · 2d ago

Goldman Sachs (GS) Q1 2026 Earnings Transcript

The Motley Fool · 1d ago

Macro & Fed

Inflation concerns are still front and center, pushing private credit worries to the back burner while high-yield savings accounts remain attractive. This means the Fed's higher-for-longer stance is clearly impacting everyday finances, making cash king for many and keeping borrowing costs elevated. Everyone's just trying to figure out if those sub-6% mortgage rates are actually going to stick around or if it's another head fake.

★Federal Reserve chair nominee's disclosure includes crypto and AI holdings

CoinTelegraph · 21h ago

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Bitcoin hits $76K after US PPI inflation stays tame: Will BTC hold its gains?

CoinTelegraph · 22h ago

March saw the largest increase in global energy inflation in 25 years

MarketWatch · 1d ago

MFA Financial: 10% Yielding Preferred Shares Are A Hedge Against Inflation

Seeking Alpha · 17h ago

ETFs & Funds

ETFs are seeing some fascinating cross-asset plays right now, with crypto-native funds pivoting into traditional safe havens like oil and gold to navigate geopolitical jitters. This shift highlights how even cutting-edge investment vehicles are still seeking stability when the world gets rocky, blurring lines between old and new finance. It's a reminder that everyone's chasing the same comfort, just with different tools.

★Bitcoin ETFs Draw $411M After BTC Hits $75K, But Analysts Urge Caution

Decrypt · 2h ago

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New Bitcoin ETF Chases Gains That Come While Wall Street Sleeps

Bloomberg Markets · 6d ago

IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines

Seeking Alpha · 4d ago

What's the Difference Between the FBTC and IBIT Bitcoin ETFs?

Yahoo Finance · 2d ago

Crypto Stocks

Crypto stocks are buzzing today, with analysts highlighting Robinhood and Coinbase as prime candidates to capitalize on prediction markets and expand their DeFi offerings. This signals a strategic shift towards broader financial services, aiming to capture more of the crypto-curious market beyond just spot trading. Ultimately, everyone's just trying to figure out how to make money off the next big thing, or at least not miss it.

★Should Bitcoin Investors Choose FBTC's Size or HODL's Lower Fees?

The Motley Fool · 2d ago

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IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade)

Seeking Alpha · 3d ago

Michael Saylor Says Just 2% Bitcoin Growth Covers MicroStrategy’s Dividends Forever

Yahoo Finance · 2d ago

Coinbase Says AI Agents Are the Future Of Crypto. So Which Cryptocurrencies Should You Be Buying?

The Motley Fool · 4d ago

S&P 500 & Equities

Equity markets are seeing some selective enthusiasm today, particularly with growth stories like Broadcom and the underlying potential of private companies like SpaceX's Starlink. This focus on specific, compelling narratives highlights how investors are seeking clear value drivers amidst broader market uncertainties. It seems everyone's looking for that next golden goose, even if the data to find it is getting a bit murky.