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A Trek Blog

Key Takeaways from Jay Powell’s Final FOMC as Fed Chair
Key Takeaways from Jay Powell’s Final FOMC as Fed ChairAuthor: Phil Wool Key Takeaways from Jay Powell’s Final FOMC as Fed ChairAuthor: Phil Wool, PhD

Europe’s Rearmament Illusion
🌍 Europe’s Rearmament Illusion 📊 The Hype vs. RealityEurope’s “rearmament trade” has investors excited, but the story behind it looks far weaker than the headlines

Oracle: Back… to the Future!
🕰️ Back… to the Future! Oracle’s latest earnings report surprised to the upside. Investors were encouraged by the company’s ongoing transformation from an old-school database

From Trade Wars to AI: Lessons for Investors
🌍 Globalization Reframed For years, America’s trade deficit with Asia has been seen as a loss. But there’s another side: U.S. companies outsourced production to lower-cost

Target Beats Earnings, But Misses the Point
🎯 Target Beats Earnings, But Misses the Point Target reported earnings this week, but the numbers didn’t tell the whole story. While profits beat expectations

Op-Ed: The Process Is the Point
📝 Op-Ed: The Process Is the Point By Gregory Lai For me, investing has never really been about chasing the outcome. It’s about sticking with
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Weekly Market Commentary
By Greg Lai and Alex Hsiao
May 18-22, 2026
Let’s set the scene. On Thursday evening, the Dow crossed 50,000 for the first time since February, the S&P 500 pushed above 7,500 — a first in its storied history — and the Nasdaq touched a new all-time intraday high of 26,707. Markets were practically printing “Mission Accomplished” banners. Then Friday happened. You know how you feel after a perfect dinner party when you discover you left the oven on? That was Wall Street on May 15th.