Stephen Guilfoyle
Stephen “Sarge” Guilfoyle is a markets-focused columnist at TheStreet Pro who brings a veteran trader’s discipline to political and geopolitical risk in the tape. His coverage stands out for blending real-time trading tactics with detailed macroeconomic and policy analysis, so political events, defense headlines and central bank decisions are treated as tradable catalysts rather than background noise. He writes in a direct, data-heavy style that keeps prices, positioning and risk management at the center of the story, even when the subject is war, elections or regulation.
Market Recon and Daily Macro Commentary
Guilfoyle’s anchor franchise is his early-morning Market Recon note at TheStreet Pro, which mixes fundamentals, technicals, economics and tactical strategy for the trading day.
The recurring Market Recon pieces such as “Bonds Crash the Party,” “The Goldilocks Traders,” and “A Chill Down Wall St. as Confidence Cools” frame the session’s setup around rates, indexes and sector flows, with explicit calls out to nonfarm payrolls, unemployment, participation and confidence data. He routinely walks through consensus expectations versus his own forecasts for key economic releases, including employment reports and inflation metrics, and then ties those numbers to probable moves in equities, credit and futures. His writing emphasizes stripping emotion from decisions and “trusting the data,” reflecting his background as a long-time floor trader and chief market economist, and that sensibility runs through even his most politically charged columns.
Defense, Space and Geopolitical Risk
Defense and geopolitics are a distinct thread in Guilfoyle’s work, where he treats conflict and security policy as direct inputs to valuation, volatility and sector selection. In pieces like “As Hormuz Deal Collapses, Hope Fades on Market… And So Does Rationality” and “Feeling the Weight of the Market,” he connects developments in the Strait of Hormuz, fighting with Iran and broader Middle East tensions to oil prices, algorithmic trading behavior and shifts in investor risk appetite. He also follows the defense and space complex closely, writing trade ideas and updates on small-cap space stocks after the Blue Origin disaster and revisiting the impact of Blue Origin’s setbacks on related names and strategies.
Across these stories, he links political decisions, security incidents and defense spending trends to concrete positioning recommendations, making geopolitics a practical, tradable theme rather than a sidebar.
Labor, Inflation and Federal Reserve Policy
Guilfoyle covers the intersection of labor markets, inflation and Federal Reserve policy with the specificity of an economist and the urgency of a trader. In pieces like “The Price Problem,” “My Big Concern Around the Economy,” “Something’s Not Working Out” and his detailed August Employment Situation breakdown, he lays out expectations for nonfarm payrolls, unemployment, underemployment, average hourly earnings and participation, often in tabular form. He then translates these releases into scenarios for Fed rate decisions, explicitly discussing meeting dates, the political calendar around midterm elections and the constraints on further hikes.
His commentary draws on years of running trading-focused hiring and leading economics departments, and he uses that experience to challenge official data, contrast private payroll reports with government figures and flag where policy risk and political timing diverge from market consensus.
Stock-Specific Trade Ideas and Picks of the Year
Alongside macro and policy coverage, Guilfoyle produces a steady stream of stock-specific trade ideas that show how he applies his framework at the single-name level.
Recent work includes “Invest in Nike? Only With Your Money,” coverage of Cathie Wood’s firm’s $16 million decision on Rocket Lab, and new trade ideas for Dell after a “jaw-dropping” report, all structured around entry, targets and risk management. In “After a 3‑Year Run of Winning Picks, Here’s My Stock of the Year for 2026,” he discusses his past “pick of the year” calls on Palantir and sets out a detailed thesis and price targets for SoFi Technologies, including multi-stage upside scenarios.
Across these pieces he discloses his own positions, explains how macro themes and regulatory or political developments feed into company-level outlooks, and keeps the focus on actionable setups rather than broad market storytelling.
Guilfoyle has been writing for TheStreet’s premium service for around a decade, after a multi-decade career on the New York Stock Exchange floor and senior economics and trading roles at major Wall Street firms. He now runs his own family trading operation and self-identifies as a day trader, long-term investor and anything in between, which is reflected in the mix of intraday tactics and long-horizon views across his columns.
His beat sits at the junction of markets and politics: he treats elections, legislation, wars and central bank choices as hard data points, and uses them to shape specific trades rather than abstract commentary.
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A.D. Quig
A.D. Quig follows money and power through Chicago and Cook County government, showing how political decisions, taxes and public spending affect residents and businesses. At the Chicago Tribune, she covers city and county politics, municipal finance, tax policy, budgets and the structures shaping mayoral and council authority. She joined the Tribune in 2022 after covering politics for Crain’s Chicago Business and The Daily Line. Her work examines council power, ethics rules, police leadership, tax incentives, public agencies and pandemic aid. She has reported on data center tax breaks, property tax errors, federal relief spending and the fiscal effects of major development proposals. Quig combines insider government reporting with public accountability journalism. She uses public records, data and budget documents, follows committees and staff negotiations, and explains complex decisions in plain language with precise numbers and a direct link to everyday consequences.
Adam Daly
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Adam Pack
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Adam Sullivan
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