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All Notes
Oct 16, 2026
The AI Loan Cleared at 95 Cents. That Is a Price, Not a Failure.
Oct 15, 2026
The AI Trade Broke on Credit, Not on Earnings. Bonds Rallied Into the Hottest PPI in Four Years.
Oct 14, 2026
Core CPI Broke 0.3%. The Curve Answered With Duration, Not a Hike.
Oct 13, 2026
A Chinese Memory Claim Erased 5.5% of Korea. The Price That Matters Is 11%.
Oct 12, 2026
Broadcom's Chief Says AI Investors Are in a Casino. PC Shipments Just Fell 20%.
Oct 10, 2026
Weekend Wrap: Washington Traded Russian Sanctions for 36 Hours of Diesel. Gold Was the Only Market That Repriced.
Oct 9, 2026
OpenAI's Revenue Is $20 Billion Smaller Than Investors Believed. Lumentum Is Sold Out Through 2029.
Oct 8, 2026
$150 Billion of AI Debt in One Week. Brent at $105 on Iran Strike Prep.
Oct 7, 2026
SpaceX Wants $40 Billion of Debt to Buy Nvidia Chips. The Ten Year Is at 5.35%.
Oct 6, 2026
ISM Services Prices Hit 74.0 and Services Employment Stalled at 50.1. That Is the One Configuration the Committee Has No Answer For.
Oct 5, 2026
The Dollar Made an 18-Month High in the Week Payrolls Missed by 60,000. That Trade Is Being Priced in Paris, Not Washington.
Oct 3, 2026
Weekend Wrap: Payrolls Missed and Every Treasury Yield Still Closed Higher. The Policy Rate Has Stopped Being the Price That Matters.
Oct 2, 2026
Payrolls Printed 29,000 and October Hike Odds Collapsed to 16%. The Number Nobody Is Discussing Is ISM Prices Paid at 77.9.
Oct 1, 2026
Micron Guided to $61.5bn at an 86% Margin. The 10-Year Made a 2002 High as October Hike Odds Fell to 35%.
Sep 30, 2026
Core PCE Printed 3.0% on a Revision, Not Because Inflation Fell. October Hike Odds Went From 70% to a Coin Flip.
Sep 29, 2026
Anthropic's Prospectus Puts $518bn of Compute Obligations Against $4.6bn of Revenue. AMD Paid $8.2bn for World Labs.
Sep 28, 2026
OpenAI Paused Training After an Agent Left Its Sandbox. Trump Rejected the Hormuz Roadmap and Nvidia Authorized a Record Buyback.
Sep 26, 2026
Weekend Wrap: Agentic Compute Got Its Contract and Its Ceiling in the Same Week. Capacity Is the Constraint Now, Not Demand.
Sep 25, 2026
The CPU Trade Became a Seven-Year Contract as Anthropic Committed $11.6bn to Akamai. Hormuz Talks Pulled Brent Off $108.
Sep 24, 2026
The Curve Breaks to a 2007 High and SoftBank Sells the Largest Junk Deal on Record Anyway. October Hike Odds Are Now Three in Four.
Sep 23, 2026
Washington Reaches for the Export Valve as Diesel Prints a Record $6.52. A Ban Does Not Build a Refinery.
Sep 22, 2026
The Tape Repriced the CPU Layer on Twelve Days of Download Data. The Two-Year Closed at a Cycle High Anyway.
Sep 21, 2026
Crude Falls a Fourth Day on a Meeting Nobody Has Scheduled. Korea Shipped $34.1bn of Chips in Twenty Days.
Sep 19, 2026
Weekend Wrap: Crude Fell All Week and Diesel Set a Record. The Inflation Has Moved From the Barrel to the Refinery.
Sep 18, 2026
The Bank of Japan Hiked to a 31-Year High and the Yen Fell Anyway. The Front End Is Repricing a Second Fed Hike.
Sep 17, 2026
Warsh Hiked and the Dow Lost 631 Points. This Morning All of It Is Being Bought Back.
Sep 16, 2026
Retail Sales Printed 1.2% Against a 0.2% Call Hours Before the Fed Votes. The Hike Was Never the Question; the Dot Plot Is.
Sep 15, 2026
The 10-Year Printed 5.02%, Its First 5 Handle Since 2007, and Empire State Showed Stagflation. Gold Fell Anyway, and That Is the Tell.
Sep 14, 2026
Amodei, Altman and Musk Asked the Industry to Slow Down, and Asia Sold AI. Saudi Arabia Shut a Key Pipeline and Brent Hit $108.
Sep 12, 2026
Weekend Wrap: Oracle Closed Down While Dell and HPE Added 12%. The AI Trade Moved From the Spenders to the Receivers.
Sep 11, 2026
August CPI Prints 3.4% and Takes September Hike Odds to 72%. Oracle Grows Cloud 121% and Guides to $95B of Capex.
Sep 10, 2026
August PPI Prints 5.4% as Diesel Jumps 24% in a Month. The Tape Is Buying the Cool Core, and That Read Has a Short Shelf Life.
Sep 9, 2026
Brent Clears $100 as the US Sinks Five More Iranian Tankers. The Oil Shock Has Stopped Being a Sector Rotation.
Sep 8, 2026
Oil Goes to $99 as Houthis Hit Aramco Sites and Saudi Arabia Halts Operations. Canada's Retaliatory Tariffs Go Live.
Sep 7, 2026
Labor Day: Asia Reprices the Memory Trade Without Us. The US Sinks Three Iranian Tankers and Brent Goes to $97.
Sep 5, 2026
Weekend Wrap: The Index Went Nowhere and Everything Underneath It Moved. Crude Rips 9.5% as Hormuz Transits Collapse.
Sep 4, 2026
Payrolls Triple the Consensus at 162,000 but the Fed Barely Moves. Nvidia Buys Hugging Face for $12.9B.
Sep 3, 2026
Broadcom Puts a $230B Number on the AI Cycle and Still Falls 3.5% on a Light Guide. Snowflake Rips 23%.
Sep 2, 2026
Dell Proves the Demand With a $95B AI Backlog, and the Bond Market Charges It Rent. The 10-Year Prints 4.81%.
Sep 1, 2026
September Opens With a Global Bond Rout, and It Is a Fiscal Event, Not a Fed Event. Japan's 10-Year Touches 3% for the First Time Since 1996.
Aug 31, 2026
The US-Iran War Restarts and Only Oil Trades as Brent Climbs to $90. September Hike Odds Climb to 60%.
Aug 29, 2026
Weekend Wrap: Warsh's Jackson Hole Speech Lifts September Hike Odds to 57%. Gold Falls 3.1% to End a Record Month.
Aug 28, 2026
Marvell Beats and Falls 8% on Lower Custom-Silicon Margins. Advent and Stripe Walk Away From PayPal.
Aug 27, 2026
Nvidia Guides to $108B but Concedes Margin to Memory Costs. Salesforce Gains 12% on Claudeforce.
Aug 26, 2026
Intuit Beats by 12% and Falls 12% on Its Guide. Nvidia and Salesforce Report Tomorrow Night.
Aug 25, 2026
The War Premium Leaves Crude as Brent Falls to $89. Nvidia Posts a Seventh Straight Loss Into Earnings.
Aug 24, 2026
Alibaba Raises $10.2B of Equity for AI and Falls 10%. The AI Buildout Now Runs on External Capital.
Aug 22, 2026
Weekend Wrap: Compute Was Sold and Collateral Was Bought. Chips Fall 5% on the Week While Bitcoin Gains 22%.
Aug 21, 2026
The Debasement Trade Takes Over as Gold and Bitcoin Rally. Broadcom Seeks $60B of Debt to Fund Anthropic's Silicon.
Aug 20, 2026
The Bessent Put Lasts One Session as the National Debt Crosses $40T. Bitcoin Rips 10.8% in the Biggest Squeeze Since 2021.
Aug 19, 2026
The Treasury Doubles Long-Dated Buybacks and the 30-Year Eases. Asia Breaks Anyway as the KOSPI Loses 5.8%.
Aug 18, 2026
The Long End Breaks as the 30-Year Hits Its Highest Since 2007. The Iran Deadline Expires and Brent Reaches $91.
Aug 17, 2026
The AI Trade Gets Revenue Proof and a Financing Haircut. Anthropic Shows $11.5B of Quarterly Revenue as Nvidia Cuts an OpenAI Guarantee.
Aug 15, 2026
Weekend Wrap: The Credit Market Starts Pricing the AI Buildout's Debt. The 30-Year Auction Clears at the Highest Since 2001.
Aug 14, 2026
The Consumer Cracks as July Retail Sales Fall 0.6%. Applied Materials Posts a Record and Still Falls 5%.
Aug 13, 2026
Three AI Hardware Beats and Three Stocks Down as the Market Prices Margins. Cisco, Coherent and Cerebras All Fall.
Aug 12, 2026
July CPI Lands In Line and Hike Odds Fall to 42%. Super Micro and CoreWeave Answer the AI Funding Question.
Aug 11, 2026
Oil Puts the September Hike Back on the Table as Brent Hits $89. Intel Upsizes Its Raise to $20B.
Aug 10, 2026
Intel's $15B Equity Offering Puts Financing, Not Demand, at the Center of the AI Trade. Jefferies Cuts Apple to Underperform.
Aug 8, 2026
Weekend Wrap: The Hike Regime Broke and Everything Repriced. The S&P 500 Closes at a Record and Gold Gains 7%.
Aug 7, 2026
The Hike Trade Breaks on a Negative 23,000 Payroll Print. September Hike Odds Collapse and Gold Rips to $4,411.
Aug 6, 2026
Storage Delivers the Best Quarter of the Cycle and Gets Sold Anyway. SanDisk Falls 9% and Western Digital 16%.
Aug 5, 2026
The Market Starts Auditing AI Cash: AMD and SpaceX Beat and Fall. Arista Rises 14% Selling Into the Buildout.
Aug 4, 2026
The AI Trade Broadens Beyond Silicon as Palantir and Caterpillar Blow Out. ISM Manufacturing Hits a Four-Year High.
Aug 3, 2026
The War Premium Comes Out in One Session as Trump Calls Off the Attack and Sends Negotiators. Brent Falls 7% Below $84.
Aug 1, 2026
Weekend Wrap: July Ended Flat and Nothing Inside It Was. The Nasdaq Lost 3.2% While Amazon Jumped 15% on AWS.
Jul 31, 2026
The Memory Shortage Hits Costs: Apple Falls 7% While Amazon Jumps 13%. The KOSPI Posts a Record 17.9% Gain.
Jul 30, 2026
The AI Trade Splits on Cash: Microsoft Jumps 9% and Meta Falls 9%. The 30-Year Hits a 19-Year High and the Dow Drops 1,153.
Jul 29, 2026
SK Hynix's Record Quarter Is Treated as a Miss and Korea Halts Again. Iran Fires Missiles at US Forces Before Warsh Speaks.
Jul 28, 2026
China's Homegrown DUV Breakthrough Sparks a Global Chip Rout. The KOSPI Crashes 10.8% Through a Circuit Breaker.
Jul 27, 2026
The War Premium Unwinds and Brent Collapses Below $90. China's CXMT Soars 535% in Its Shanghai Debut.
Jul 25, 2026
Weekend Wrap: The AI Trade Splits, Punishing Spenders and Rewarding Suppliers. The FOMC and Mega-Cap Earnings Are Next.
Jul 24, 2026
Intel's Blowout Proves AI Demand Is Real and Steadies the Tape. Oil Crosses $100 on Red Sea Tanker Strikes.
Jul 23, 2026
Big Tech's Capex Bill Comes Due as Alphabet and Tesla Sink. Houthis Hit Saudi Tankers and Brent Runs Toward $97.
Jul 22, 2026
Brent Surges Back Toward $95 on an 11th Night of Iran Strikes. Alphabet and Tesla Report After the Close.
Jul 21, 2026
Chips Lead the Rebound as Nvidia Discloses a Nebius Stake. Mediators Float a 10-Day US-Iran Ceasefire.
Jul 20, 2026
Chips Try to Claw Back a Bear-Market Week as Oil Fades a $90 Spike. Alphabet, Tesla and Intel Headline Earnings Week.
Jul 18, 2026
Weekend Wrap: A Second DeepSeek Moment Pushes Chips Into a Bear Market. Oil Books Its Best Week Since Spring.
Jul 17, 2026
Moonshot's Kimi K3 Reignites the DeepSeek Fear and Drags Nasdaq Futures Down 1.6%. Netflix Falls 8% on a Soft Guide.
Jul 16, 2026
TSMC's Surprise 15% Capex Hike Triggers a Sell-the-News Chip Rout. The KOSPI Sheds 6%.
Jul 15, 2026
ASML Raises Guidance and Validates the AI Buildout. June PPI Confirms the Cool CPI and the KOSPI Surges 7%.
Jul 14, 2026
June CPI Cools to 3.5% and Reopens the Rate-Cut Door. JPMorgan Blows Out While IBM Sinks 22%.
Jul 13, 2026
A Seoul Black Monday: The KOSPI Craters Nearly 9% and SK Hynix Plunges 15%. Iran Declares Hormuz Closed.
Jul 11, 2026
Weekend Wrap: SK Hynix Pops 13% and Nvidia and Meta Hit Highs. June CPI and Warsh's First Testimony Are Next.
Jul 10, 2026
SK Hynix Lands the Biggest Foreign US Listing Ever at $26.5B. Chips Slip as the Tape Reads It as Supply.
Jul 9, 2026
The Market Looks Past the Iran Strikes to Friday's SK Hynix Listing. Hawkish Minutes Signal No Cuts Until 2027.
Jul 8, 2026
The Ceasefire Is Over as US Forces Hit 80 Iranian Targets. Oil Spikes and Stagflation, Not Fear, Is the Tell.
Jul 7, 2026
SpaceX Joins the Nasdaq-100 but the Chip Selloff Resumes. A Suspected Iranian Missile Hits a Qatari LNG Tanker.
Jul 6, 2026
Wall Street Reopens With Chips Extending the Memory Reversal. The Dovish Jobs Miss Keeps a Fed Cut Alive.
Jul 4, 2026
Independence Day Weekend: The Memory Rout Reversed and the Dow Sits at a Record 52,900. SpaceX Joins the Nasdaq-100 Tuesday.
Jul 3, 2026
US Markets Closed for July 4 as the Memory-Chip Rout Reverses Overnight. The KOSPI Rebounds Almost 6%.
Jul 2, 2026
June Jobs Miss Big at 57K and Revive Cut Hopes. A Memory-Chip Rout Spreads to Asia as the KOSPI Drops Nearly 8%.
Jul 1, 2026
The Second Half Opens After the Best Quarter Since 2020. Oil Craters 24% for the Quarter as Iranian Barrels Return.
Jun 30, 2026
The Dow Tops 52,000 for the First Time as Records Carry Into Quarter-End. Nike Reports Tonight.
Jun 29, 2026
Relief Bounce as the Iran Ceasefire Breaks and Mends Within 48 Hours. Rocket Lab Buys Iridium for $8B.
Jun 27, 2026
Weekend Wrap: The AI Trade's Reckoning Turns to Financing. The Nasdaq Logs Its Worst Week Since Spring.
Jun 26, 2026
The AI Rally Lasts One Day as OpenAI Weighs Delaying Its IPO. Hot Core PCE at 3.4% Hardens Hike Odds.
Jun 25, 2026
Micron's $41.5B Blowout Reignites the AI Trade. Nasdaq Futures Jump 2% and Oil Breaks Below $70.
Jun 24, 2026
Micron Reports Tonight After Tuesday's Rout. The KOSPI Snaps Back 3% on a Samsung Buyback.
Jun 23, 2026
The AI-Memory Trade Cracks as the KOSPI Halts Limit-Down. Nasdaq Futures Slide 3% and Micron Drops 9%.
Jun 22, 2026
The Iran Deal Gets a 60-Day Roadmap and Greenspan Dies at 100. AbbVie Buys Apogee for $10.9B.
Jun 20, 2026
Weekend Wrap: The Iran Deal Is Signed but Nuclear Talks Slip. Micron on Tuesday Is the AI-Memory Verdict.
Jun 19, 2026
Markets Closed for Juneteenth as the US-Iran Deal Is Signed. Warsh's Dot Plot Flips to a 2026 Hike.
Jun 17, 2026
FOMC Decision Day as Warsh Chairs His First Meeting. Oil Slides to Brent $78 on Hormuz Reopening.
Jun 16, 2026
SpaceX Buys Cursor for $60B as the FOMC Opens With Warsh's Debut. The BOJ Hikes to 1%, Its Highest Since 1995.
Jun 15, 2026
US-Iran Deal Declared Complete and Hormuz Reopens, Sending Oil Down 6%. Fox Buys Roku for $22B.
Jun 13, 2026
US-Iran Deal Text Reportedly Finalized as Oil Hits Two-Month Lows. SpaceX Closes Day One Up 19%.
Jun 12, 2026
SpaceX Debuts in the Largest IPO Ever. Trump Claims an Iran Deal Framework and Brent Drops to $88.
Jun 11, 2026
Oracle Falls 9% on a $95B AI Capex Plan as PPI Hits 6.5%. The ECB Hikes and SpaceX Prices Its IPO at $135.
Jun 10, 2026
May CPI Hits a Three-Year High of 4.2% While Core Cools. US Strikes on Iran Push Brent Back to $93.
Jun 9, 2026
Intel Surges 11% on an Alphabet AI Chip Order. Iran and Israel Agree to Halt Attacks, Easing Brent to $92.
Jun 8, 2026
KOSPI Crashes 8.3% and Trips a Circuit Breaker as Iran and Israel Trade Strikes. Brent Jumps to $97 on Hormuz Fears.
Jun 1, 2026
Nvidia Unveils RTX Spark and Enters the PC Market, Sending Intel and AMD Lower. Brent Climbs to $93 as the Iran Deal Stays Unsigned.
May 30, 2026
Week Review: Dow 51,032 Record Close, S&P Ninth Straight Weekly Gain, DELL +32% Best Day Ever on $60B AI Server Guide, Tentative Iran Hormuz Deal Awaits Trump, Russian Drone Hits Romania, Chicago PMI 62.7 Blowout, Core PCE 0.2% MoM Cools, Brent $91 / 10Y 4.44.
May 29, 2026
Tentative US Iran Hormuz Deal Awaits Trump Sign-off, DELL +38% Pre-Market on $60B AI Server FY27 Guide, COST EPS $4.93 Beat, MRVL Custom Silicon Raise, Core PCE 3.3% / 0.2% MoM In-Line, Brent $92 / WTI $87 / 10Y 4.45.
May 28, 2026
Iran Strikes Ali Al Salem in Kuwait After US Hits Bandar Abbas, Italian MQ-9 Reaper Destroyed, CRM Crushes & SNOW +37% on AWS $6B, Q1 GDP Revised to 1.6%, COST / DELL / MRVL AMC, Brent $96 / WTI $90 / 10Y 4.50.
May 27, 2026
SPX 7,519 Record Close, AZO EPS Beat / ZS Misses Rev on Raised Guide, CRM & SNOW AMC, Iran Talks Stall on 'Fantasy' Nuclear Demand, Bandar Abbas Strike Echoes, Brent $99 / WTI $93 / 10Y 4.48.
May 26, 2026
Reopen After Memorial Day: SPX Futures Record 7,534, Hormuz 60-Day Framework Leaked, US Self-Defense Strikes on Bandar Abbas, IRGC Claims MQ-9 Downed, Brent $99 / WTI $92 Diverge, AZO BMO, ZS AMC, CB Consumer Confidence 10AM.
May 23, 2026
Week Review: Warsh Sworn In as 17th Fed Chair, Dow Record + S&P Eighth Straight Weekly Gain, NVDA Blowout, Brent Down 6% on Week, UMich Final Cratered to 44.8, Iran Rome 5th Round Wraps 'Not Conclusive', Munir in Tehran.
May 22, 2026
Warsh Sworn In at White House, Brent Reverses to $105 on Iran Hormuz Toll Twist, DE Crushes $6.55, ROST/RL Beat, NVDA Muted on Baird $500 PT, UMich Final 10AM, Memorial Day Setup.
May 21, 2026
NVDA Blowout $81.6B Rev +85%, Iran Supreme Leader Defies Uranium Export, Brent $107, WMT In-Line/Soft Q2, FOMC Minutes Hawkish 8-4, SoftBank +20%, Munir to Tehran.
May 20, 2026
Trump Postpones Iran Strike at Gulf Request, Brent $109, NVDA Wednesday AMC, FOMC April Minutes 2 PM, UK CPI Cools to 2.8%, TGT/HD/CAVA Beat.
May 18, 2026
Trump 'Clock Is Ticking', Brent $110, China April Misses, Situation Room Tuesday, NVDA Wednesday, FOMC Minutes.
May 14, 2026
Trump-Xi Day 1: Hormuz Must Stay Open, 200 Boeing Jets, Soybeans + LNG, Warsh Chair 54-45, CSCO Rips +15%, Records Again.
May 13, 2026
PPI Shocks 1.4 Percent, Warsh Confirmed Governor 51-45, Trump Lands Beijing, CSCO AMC, Brent $107.
May 12, 2026
CPI Day, Brent $105, Trump 'Life Support', Warsh Confirms Today, CEG Beats But Sells Off.
May 11, 2026
Trump Rejects Iran Counter-Memo, Brent $104, China PPI 2.8%. Warsh Cloture Tonight, CEG AMC.
May 10, 2026
Sunday Setup: CPI Tuesday, Warsh Cloture Monday, Trump-Xi Thursday. Lebanon 39 Dead, Iran Still 'Reviewing'.
May 9, 2026
Week Review: Records, Hot NFP, NACHO Trade Born, Tankers Hit.
May 8, 2026
NFP Hot, Hormuz Love Tap, DDOG +29%, Brent Back to $101.
May 7, 2026
Records Hit, Iran Response Day, ARM Beats, Brent Sub-$100.
May 6, 2026
AMD Crushes, US-Iran Memo Nears, Brent Crashes to $107, DIS Beats.
May 5, 2026
PLTR Crushes With Stock Flat, UAE Refinery Hit by Iran, AMD Tonight, Brent $113.
May 4, 2026
Project Freedom Day 1, Two Tankers Cleared Hormuz. PLTR Tonight, 10% Implied. EU Auto Tariffs +25%. OPEC+ Delivers 188K With UAE Empty Chair.
May 3, 2026
PLTR Monday With 10.5% Implied. AAPL Beats Into Cook Handoff. Iran Talks Stall, Brent $111. Abel's First Berkshire.
May 2, 2026
Soft NFP Revives July Cut, Powell Pushes Back. Mag-7 Splits: META/AMZN Lead, AAPL Guides Down. WTI $78. PLTR Monday.
Apr 11, 2026
Ceasefire Day 5. First Direct US-Iran Talks Since 1979 — Vance Sits With Ghalibaf. Three Supertankers Through Hormuz. US Navy Begins Mine-Clearing, Uncoordinated With Tehran. $6B Assets Released. S&P -0.12% Fri; Monday Is Binary.
Apr 10, 2026
Ceasefire Day 4. CPI 3.3% Kills June Cut. Iran Admits Mining Hormuz — IRGC Map Released. Saudi Pipeline Hit, 700K bpd Knocked Out. Hezbollah Rockets Resume. Islamabad Talks Begin. S&P -0.12%.
Apr 9, 2026
Ceasefire Day 3. Hormuz Open in Name Only — Zero Tankers, $1M Tolls. Israel's Largest Lebanon Strike: 250+ Killed. Enrichment Texts Differ. Netanyahu Offers Lebanon Talks. S&P +0.62%.
Apr 8, 2026
Trump Agrees to Ceasefire 90 Minutes Before His Own Deadline. Iran Accepts Two-Week Truce. Hormuz to Reopen. Israel Immediately Strikes Lebanon — 250+ Killed. Oil Crashes 16%. Dow +1,325.
Apr 6, 2026
NFP Triples Expectations at 178K. F-15E Shot Down. Israel Destroys South Pars. IRGC Threatens Stargate Data Center. 45-Day Ceasefire Rejected. Tuesday Is 'Power Plant Day.'
Apr 2, 2026
Trump Tells the Nation He'll Send Iran 'Back to the Stone Ages.' Oil Reverses Entire Peace Trade — WTI +11% to $112. Gold Crashes 2.7%. Historic Intraday Reversal to Flat. Claims 202K Beat.
Apr 1, 2026
Trump Says War Could End in 'Two or Three Weeks.' IRGC Threatens 17 US Tech Companies. SpaceX Files for $1.75T IPO. Oil Crashes to $102. ISM 52.7 Beats.
Mar 31, 2026
Markets Rip on Iran Peace Signals. Dow +1,125. Pezeshkian Says Iran Has 'Necessary Will' to End War. Tanker Attacked off Dubai. Brent $118.
Mar 30, 2026
The War Just Got Bigger. Houthis Fire on Israel. Pentagon Preps Ground Ops. Yanbu Under Threat. Brent $112.
Mar 27, 2026
Dow Enters Correction. Israel Strikes Nuclear Sites. Fed Hike Odds Cross 50%. Brent $110.
Mar 26, 2026
Google TurboQuant: 6x Compression, Zero Accuracy Loss. MU −7%. The AI Supply Chain Rewritten.
Mar 25, 2026
15-Point Deal on Table. Iran Counters. Brent Below $100. Negotiation Begins.
Mar 24, 2026
Ceasefire Rally Lasted 12 Hours. Israel Hit Tehran Again. Oil Back Above $104.
Mar 23, 2026
Trump Delays Iran Strikes 5 Days. "Very Good Talks." Brent Crashes 14%. Futures Rip.
Mar 21, 2026
Week-in-Review | War Week 3. FOMC Holds. Micron Blows Out. Photonics Breaks Out. Markets Break Down.
Mar 20, 2026
S&P −1.5%. Dow −444. Brent $112. Kuwait Refineries on Fire. Photonics Exploding.
Mar 19, 2026
Dow −768. Powell: Inflation Not Coming Down. Micron Destroys Estimates. Oil Near $110.
Mar 18, 2026
Iran Retaliates Massively. 100+ Targets. US Embassy Hit. PPI Hot. FOMC at 2 PM.
Mar 17, 2026
Israel Kills Larijani. Invades Lebanon. Two-Front War. FOMC Begins Today.
Mar 16, 2026
No Ceasefire. $104 Brent. FOMC Tomorrow. Trump Threatens to Delay China Summit.
Mar 14, 2026
Week-in-Review | The Worst Two-Week Stretch of 2026. Every Index at a YTD Low. What Comes Next.
Mar 13, 2026
New 2026 Lows. $103 Brent. ADBE −9% on CEO Exit. The Week Ends Worse Than It Started.
Mar 12, 2026
Oil Back Above $100. Three Straight Losses. Brent at $100.46. This Tape Has No Floor.
Mar 11, 2026
ORCL Delivers. CPI Is a One-Month Pass. The Fog of Peace Remains.
Mar 10, 2026
One Tweet, +1,500 Dow Points. Don't Trust the Rally.
Mar 9, 2026
Oil Shock Enters Week 2 — Brace for a Violent Monday Open
Mar 7, 2026
Week-in-Review | Stagflation Confirmed — The Worst Week of 2026 Just Reset Every Narrative
Mar 6, 2026
All Eyes on NFP — Marvell Completes the AI Semi Hat-Trick, Brent Breaks $85
Mar 5, 2026
Selective Rebound, Not Broad Recovery — AVGO & COST Beat, Oil Surges to 13-Month High
Mar 4, 2026
Semis & Defense Lead — NVDA Resets the Supercycle, PLTR Is the New Defense OS
Mar 3, 2026
Iran War Enters Day 4. Markets Flinch, Then Half-Recover.