Views from 6,230: Why The Fed Is Wrong on Stocks

Published on November 2, 2026

Infrastructure Capital Advisors' Jay Hatfield discusses how Federal Reserve police and more are shaping markets.

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When a Credit Default Swap Isn’t about Credit

November 2, 2026
Credit problems in the AI space are not going to be contained to just the AI space. It is going to have impacts all throughout the economy and global markets. I guarantee you central banks are paying attention as it is affecting what they have to charge for sovereign debt.

Real Wages 2026: Why Consumer Stocks Feel It First

November 2, 2026
The stock market doesn’t wait for GDP. The ratio of consumer discretionary stocks to consumer staples has fallen about 19% from its late-2025 peak, suggesting the so-called “smart money” has been quietly moving out of what people want and into what people need for most of this year.5