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Dive into a collection of past posts and rediscover timeless content.

The Snapback

The Snapback

The AI trade reasserted itself, a record foreign listing landed, and the ceasefire began to fray.

Jul 13, 2026

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6 min read

The Great Rotation

The Great Rotation

The best quarter since 2020 ended with money leaving the winners and a soft jobs print changing the rate conversation.

Jul 6, 2026

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6 min read

The Wedge in the Machine

The Wedge in the Machine

The AI trade split in two this week, with memory winning and everyone who buys it losing.

Jun 29, 2026

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5 min read

The Week the War Ended

The Week the War Ended

Peace arrived, oil collapsed, a new Fed chair set his tone, and the largest IPO in history priced.

Jun 22, 2026

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5 min read

Whiplash Week

Whiplash Week

Escalation, the hottest inflation in three years, and a peace rally — all in five sessions.

Jun 15, 2026

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5 min read

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