Is Wall Street witnessing the beginning of a bigger market downturn, or is this selloff setting the stage for a powerful year-end rally?
","url":"https://curiocm.com/blog/f/episode-10-data-centers-improved-breadth-and-vix","title":"Episode 10: Data Centers, Improved Breadth and VIX","summary":"Is Wall Street witnessing the beginning of a bigger market downturn, or is this selloff setting the stage for a powerful year-end rally?","date_modified":"2026-10-26T15:43:22Z"},{"id":"https://curiocm.com/blog/f/tech-earnings-look-strong-so-why-are-stocks-falling","html_content":"Technology companies are delivering the kind of earnings reports investors normally like. Revenue and profits have generally been coming in ahead of expectations, executives remain committed to AI investment, and there i...
","url":"https://curiocm.com/blog/f/tech-earnings-look-strong-so-why-are-stocks-falling","title":"Tech Earnings Look Strong. So Why Are Stocks Falling?","summary":"Technology companies are delivering the kind of earnings reports investors normally like. Revenue and profits have generally been coming in ahead of expectations, executives remain committed to AI investment, and there i...","date_modified":"2026-10-23T19:23:08Z"},{"id":"https://curiocm.com/blog/f/episode-9-flying-cars-semiconductors-and-breadth","html_content":"Flying cars, stubborn inflation, AI uncertainty, and a surprising bond market reversal collide in this week's episode of Curio Compass.
","url":"https://curiocm.com/blog/f/episode-9-flying-cars-semiconductors-and-breadth","title":"Episode 9: Flying Cars, Semiconductors and Breadth","summary":"Flying cars, stubborn inflation, AI uncertainty, and a surprising bond market reversal collide in this week's episode of Curio Compass.","date_modified":"2026-10-19T20:53:24Z"},{"id":"https://curiocm.com/blog/f/flying-cars-techs-next-test-comes-from-earnings-not-headlines","html_content":"Tesla managed to make flying cars part of the market conversation this week. The demonstration was brief, and whatever eventually reaches production will almost certainly look different from an early-stage concept, but t...
","url":"https://curiocm.com/blog/f/flying-cars-techs-next-test-comes-from-earnings-not-headlines","title":"Flying Cars: Tech's Next Test Comes From Earnings, Not Headlines","summary":"Tesla managed to make flying cars part of the market conversation this week. The demonstration was brief, and whatever eventually reaches production will almost certainly look different from an early-stage concept, but t...","date_modified":"2026-10-16T16:02:30Z"},{"id":"https://curiocm.com/blog/f/episode-8-hurricane-isaias-volatility-and-bank-earnings","html_content":"Markets, weather, inflation, and investor psychology all collide in this week’s episode of Curio Compass.
","url":"https://curiocm.com/blog/f/episode-8-hurricane-isaias-volatility-and-bank-earnings","title":"Episode 8: Hurricane Isaias, Volatility and Bank Earnings","summary":"Markets, weather, inflation, and investor psychology all collide in this week’s episode of Curio Compass.","date_modified":"2026-10-14T19:46:43Z"},{"id":"https://curiocm.com/blog/f/episode-7-fed-turning-dovish","html_content":"This week on Curio Compass, the conversation turns to artificial intelligence following a White House meeting with leaders from NVIDIA, Meta, and other major technology companies. The hosts discuss the push toward indust...
","url":"https://curiocm.com/blog/f/episode-7-fed-turning-dovish","title":"Episode 7: Washington Ai Summit and Midterm Bullishness","summary":"This week on Curio Compass, the conversation turns to artificial intelligence following a White House meeting with leaders from NVIDIA, Meta, and other major technology companies. The hosts discuss the push toward indust...","date_modified":"2026-10-05T14:33:57Z"},{"id":"https://curiocm.com/blog/f/ai-leadership-continues-to-broaden","html_content":"For most of this year, the AI trade has been pretty easy to spot. The biggest technology companies have led the market, semiconductor spending has remained strong, and investors have continued to reward the companies sit...
","url":"https://curiocm.com/blog/f/ai-leadership-continues-to-broaden","title":"AI Leadership Continues to Broaden","summary":"For most of this year, the AI trade has been pretty easy to spot. The biggest technology companies have led the market, semiconductor spending has remained strong, and investors have continued to reward the companies sit...","date_modified":"2026-10-02T18:56:23Z"},{"id":"https://curiocm.com/blog/f/rates-break-higher-while-the-economy-keeps-moving","html_content":"Interest rates finally stopped creeping higher and started moving with some urgency.
","url":"https://curiocm.com/blog/f/rates-break-higher-while-the-economy-keeps-moving","title":"Rates Break Higher While the Economy Keeps Moving","summary":"Interest rates finally stopped creeping higher and started moving with some urgency.","date_modified":"2026-10-01T13:56:11Z"},{"id":"https://curiocm.com/blog/f/episode-6-yields-break-out-market-breadth-weakens-and-bitcoin","html_content":"This week on Curio Compass, Dustin and Mike examine the sharp breakout in Treasury yields and the surge in bond market volatility. With the 2-year, 10-year, and 30-year yields moving higher and the MOVE Index jumping abo...
","url":"https://curiocm.com/blog/f/episode-6-yields-break-out-market-breadth-weakens-and-bitcoin","title":"Episode 6: Yields Break Out, Market Breadth Weakens, and Bitcoin","summary":"This week on Curio Compass, Dustin and Mike examine the sharp breakout in Treasury yields and the surge in bond market volatility. With the 2-year, 10-year, and 30-year yields moving higher and the MOVE Index jumping abo...","date_modified":"2026-09-30T19:45:56Z"},{"id":"https://curiocm.com/blog/f/episode-5-fed-hike-fallout-ai-alarm-bells-and-bitcoin%E2%80%99s-83k-b","html_content":"This week on Curio Compass, Dustin and Mike break down the Federal Reserve’s first rate hike since 2023 and what the unanimous quarter-point move could mean for markets. They examine Chairman Kevin Warsh’s hawkish tone, ...
","url":"https://curiocm.com/blog/f/episode-5-fed-hike-fallout-ai-alarm-bells-and-bitcoin%E2%80%99s-83k-b","title":"Episode 5: Fed Hike Fallout, AI Alarm Bells, and Bitcoin’s $83K B","summary":"This week on Curio Compass, Dustin and Mike break down the Federal Reserve’s first rate hike since 2023 and what the unanimous quarter-point move could mean for markets. They examine Chairman Kevin Warsh’s hawkish tone, ...","date_modified":"2026-09-21T16:04:34Z"},{"id":"https://curiocm.com/blog/f/the-fed-hikes-ai-hits-the-brakes-and-stocks-refuse-to-break","html_content":"The Fed raised rates for the first time since 2023, and markets largely took the move in stride.
","url":"https://curiocm.com/blog/f/the-fed-hikes-ai-hits-the-brakes-and-stocks-refuse-to-break","title":"The Fed Hikes, AI Hits the Brakes, and Stocks Refuse to Break","summary":"The Fed raised rates for the first time since 2023, and markets largely took the move in stride.","date_modified":"2026-09-18T21:05:51Z"},{"id":"https://curiocm.com/blog/f/episode-4-fed-hike-expectations-the-5%25-treasury-test-and-shift","html_content":"This week on Curio Compass, Dustin and Mike unpack Treasury buybacks, the latest inflation reports, and rising expectations for a September Fed rate hike. They discuss Scott Bessent’s “I am the house” comments, why bonds...
","url":"https://curiocm.com/blog/f/episode-4-fed-hike-expectations-the-5%25-treasury-test-and-shift","title":"Episode 4: Fed Hike Expectations, the 5% Treasury Test, and Shift","summary":"This week on Curio Compass, Dustin and Mike unpack Treasury buybacks, the latest inflation reports, and rising expectations for a September Fed rate hike. They discuss Scott Bessent’s “I am the house” comments, why bonds...","date_modified":"2026-09-17T15:51:00Z"},{"id":"https://curiocm.com/blog/f/episode-3-fed-rate-debate-software%E2%80%99s-comeback-and-a-strong-job","html_content":"This week on Curio Compass, Dustin and Mike examine the growing debate over interest rates following the G20 meeting and the latest signals from Treasury Secretary Scott Bessent and Federal Reserve Chair Kevin Warsh. Wit...
","url":"https://curiocm.com/blog/f/episode-3-fed-rate-debate-software%E2%80%99s-comeback-and-a-strong-job","title":"Episode 3: Fed Rate Debate, Software’s Comeback, and a Strong Job","summary":"This week on Curio Compass, Dustin and Mike examine the growing debate over interest rates following the G20 meeting and the latest signals from Treasury Secretary Scott Bessent and Federal Reserve Chair Kevin Warsh. Wit...","date_modified":"2026-09-17T15:49:00Z"},{"id":"https://curiocm.com/blog/f/episode-2-markets-shrug-off-treasury-drama-nvidia-delivers-agai","html_content":"This week on Curio Compass, Dustin and Mike unpack a surprisingly calm market reaction to big headlines out of Washington. Despite Treasury Secretary Scott Bessent floating the possibility of large-scale Treasury purchas...
","url":"https://curiocm.com/blog/f/episode-2-markets-shrug-off-treasury-drama-nvidia-delivers-agai","title":"Episode 2: Markets Shrug Off Treasury Drama, NVIDIA Delivers Agai","summary":"This week on Curio Compass, Dustin and Mike unpack a surprisingly calm market reaction to big headlines out of Washington. Despite Treasury Secretary Scott Bessent floating the possibility of large-scale Treasury purchas...","date_modified":"2026-09-17T15:47:00Z"},{"id":"https://curiocm.com/blog/f/episode-1-markets-near-highs-treasury-moves-and-the-ai-trade","html_content":"Markets continue to climb despite a constant stream of headlines about interest rates, inflation, government policy, and geopolitical uncertainty. So what's really driving investor returns right now, and what should long...
","url":"https://curiocm.com/blog/f/episode-1-markets-near-highs-treasury-moves-and-the-ai-trade","title":"Episode 1: Markets Near Highs, Treasury Moves, and the AI Trade","summary":"Markets continue to climb despite a constant stream of headlines about interest rates, inflation, government policy, and geopolitical uncertainty. So what's really driving investor returns right now, and what should long...","date_modified":"2026-09-17T15:44:40Z"},{"id":"https://curiocm.com/blog/f/rates-knock-on-5%25-again-but-stocks-keep-their-cool","html_content":"The 10-year Treasury yield flirted with 5% as the bond market digested Treasury buybacks and firmer inflation data.
","url":"https://curiocm.com/blog/f/rates-knock-on-5%25-again-but-stocks-keep-their-cool","title":"Rates Knock on 5% Again, but Stocks Keep Their Cool","summary":"The 10-year Treasury yield flirted with 5% as the bond market digested Treasury buybacks and firmer inflation data.","date_modified":"2026-09-11T21:05:21Z"}]}