Archive

July 2026

• SpaceX slides below its IPO priceMARKET · Jul 16
• What PPI is, and why it leads the inflation you'll payLEARN · Jul 16
• The season that decides the second half beginsMARKET · Jul 16
• The most crowded trade in historyMARKET · Jul 15
• Today brings the inflation print almost nobody watchesMARKET · Jul 15
• Behind every price sits a live auctionLEARN · Jul 15
• A third of the market is invisible to youMARKET · Jul 15
• The US now pays more in interest than in defenseMARKET · Jul 14
• A 70% chance of winning, and still a bad betMARKET · Jul 14
• The credit spread: the price of fearLEARN · Jul 14
• AI is no longer paid for with cash. It's paid for with debtMARKET · Jul 14
• They mortgaged the house to buy stocksMARKET · Jul 13
• Count the ships, not the headlinesMARKET · Jul 13
• The VIX: the fear indexLEARN · Jul 11
• The fuse isn't on Wall Street, it's in TokyoMARKET · Jul 10
• Stagflation: the central banker's nightmareLEARN · Jul 10
• Everyone's betting against oil, and that's the riskMARKET · Jul 10
• Two months of a flat index: not calm, tensionMARKET · Jul 09
• The US consumer is starting to crackMARKET · Jul 09
• What a Treasury auction is and why to watch itLEARN · Jul 09
• The index falls, but money rotates underneathMARKET · Jul 09
• Oil jumps 3% and loses its floorMARKET · Jul 08
• The 30-year bond is back near 5%MARKET · Jul 08
• What the P/E ratio is (and why everyone watches it)LEARN · Jul 08
• The calm that comes before correctionsMARKET · Jul 08
• Bubble? The numbers say otherwiseMARKET · Jul 07
• Oil is deflating, and this time it isn't fearMARKET · Jul 07
• The calendar that rules the marketsLEARN · Jul 07
• Dow at a record, Nasdaq left behindMARKET · Jul 07
• The dollar deflates and havens wake upMARKET · Jul 06
• On Wednesday the Fed shows its handMARKET · Jul 06
• The close that stayed unfinishedMARKET · Jul 04
• The contrarian investorLEARN · Jul 04
• The jobs number was ugly, and stocks fell anywayMARKET · Jul 03
• What momentum is (and its hidden face)LEARN · Jul 03
• Fear on top, record liquidity underneathMARKET · Jul 03
• The data of the year, and the market shrugsMARKET · Jul 02
• The market rewarded spending less on AIMARKET · Jul 02
• Risk is not the same as volatilityLEARN · Jul 02
• The individual investor has become the market's floorMARKET · Jul 02
• Oil is ignoring the geopoliticsMARKET · Jul 01
• The best quarter in six years, with a warningMARKET · Jul 01
• What the Federal Reserve actually doesLEARN · Jul 01
• The index rose, the market didn'tMARKET · Jul 01

June 2026

• The BIS likens the AI party to 2008MARKET · Jun 30
• The Supreme Court shields Fed independenceMARKET · Jun 30
• The flight to safetyLEARN · Jun 30
• Gold posts its worst week in monthsMARKET · Jun 30
• Jobs rule a holiday-short weekMARKET · Jun 29
• Extreme fear is back in BitcoinMARKET · Jun 29
• The tape broke, the macro improvedMARKET · Jun 27
• Correction vs crashLEARN · Jun 27
• The AI boom just landed on your receiptMARKET · Jun 26
• Why the Dow Jones is a strange indexLEARN · Jun 26
• A tax on gains you haven't soldMARKET · Jun 26
• Alphabet joins the Dow Jones on MondayMARKET · Jun 25
• AI memory just printed a record quarterMARKET · Jun 25
• Buying the dip: discount or falling knife?LEARN · Jun 25
• Nobody's scared, and that's the problemMARKET · Jun 25
• What history does after a flash crashMARKET · Jun 24
• Chips collapse, the rest of the market yawnsMARKET · Jun 24
• Why hiking rates cools the economyLEARN · Jun 24
• AI isn't software anymore: it's copper and concreteMARKET · Jun 24
• What if the Fed hikes instead of cutting?MARKET · Jun 23
• The Magnificent 7 are running out of fuelMARKET · Jun 23
• What EPS is, the heartbeat of a listed companyLEARN · Jun 23
• The half-year close moves money on its ownMARKET · Jun 23
• Micron tests the AI-memory frenzyMARKET · Jun 22
• Thursday's inflation print sets July's toneMARKET · Jun 22
• Market complacencyLEARN · Jun 21
• A loaded summer, a calm tapeMARKET · Jun 20
• Market complacencyLEARN · Jun 20
• The bounce was broad, not just four namesMARKET · Jun 19
• Max pain: the expiry magnetLEARN · Jun 19
• The trade of the year is overMARKET · Jun 19
• The S&P lost its 7,500 floorMARKET · Jun 19
• The trade of the year is overMARKET · Jun 18
• The Friday when flows run the tapeMARKET · Jun 18
• What the dot plot is and why traders live by itLEARN · Jun 18
• The S&P 500 defends 7,500 on Fed nightMARKET · Jun 18
• UK inflation cools: 2.8% versus 3.0% expectedMARKET · Jun 17
• Nasdaq drops 1.89% while the Dow climbs: what's going onMARKET · Jun 17
• Gold's secret variable: real ratesLEARN · Jun 17
• Gold goes looking for a floorMARKET · Jun 17
• Warsh's first dot plotMARKET · Jun 16
• Oil flips from threat to reliefMARKET · Jun 16
• Forward guidance: how the Fed moves markets just by talkingLEARN · Jun 16
• Calm on the surface, nerves underneathMARKET · Jun 16
• Oil deflates its war premiumMARKET · Jun 16
• Oil deflates its war premiumMARKET · Jun 15
• The meeting where nothing changes (and everything does)MARKET · Jun 15
• The week the Fed speaksMARKET · Jun 13
• What 'worth two trillion' really meansLEARN · Jun 13
• SpaceX goes public with the book four times fullMARKET · Jun 12
• The market is thin, not brokenMARKET · Jun 12
• NVDA loses its 50-day moving averageMARKET · Jun 12
• What a moving average is (and what it actually does)LEARN · Jun 11
• Two hot inflation prints in 48 hoursMARKET · Jun 11
• Sector rotation: the money never sits stillLEARN · Jun 11
• The 30-year bond, back above 5%MARKET · Jun 11
• It wasn't panic, it was rotationMARKET · Jun 10
• The day the market watches a single numberMARKET · Jun 10
• What CPI is and why it moves the marketLEARN · Jun 10
• Calm in the VIX right before the printMARKET · Jun 10
• The war premium is back in oilMARKET · Jun 09
• The data that freezes Wall Street drops tomorrowMARKET · Jun 09
• The jobs report killed the rate cutMARKET · Jun 09
• Why a few stocks move the whole indexLEARN · Jun 08
• Chips erased $1 trillion in one dayMARKET · Jun 08
• Why a few stocks move the whole indexLEARN · Jun 08
• The nine-week streak just brokeMARKET · Jun 07
• When good news sinks the marketLEARN · Jun 06
• The jobs report was so good it scared the marketMARKET · Jun 06
• The 30-year yield has spent two days at 5%MARKET · Jun 05
• Technical levels: why round numbers actually matterLEARN · Jun 05
• May NFP drops Friday and can change everythingMARKET · Jun 04
• NFP: the macro print that moves more bonds than newsLEARN · Jun 04
• Gold just overtook Treasuries as the global reserve assetMARKET · Jun 04