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Jul 17, 2026
The market this week keeps doing that thing where good news arrives and prices fall anyway — which is either a warning sign or a buying opportunity, depending on your conviction level.
Jul 16, 2026
Two weeks of cooling inflation data, and then the Middle East had other ideas.
Jul 15, 2026
Good morning. Yesterday threw a lot at the wall — a blockbuster inflation print, a historic corporate collapse, and China quietly missing its growth target — and most of it connects back to the same underlying story: the Iran situation is rewriting the rules on everything from your gas bill to your company's software budget.
Jul 14, 2026
Today is one of those mornings where you almost feel sorry for anyone trying to read just one headline and call it done.
Jul 13, 2026
Three things happened overnight that pull in completely different directions — and somehow they're all connected to the same pressure point: the cost of energy.
Jul 11, 2026
This was one of those weeks where geopolitics reminded markets exactly who's in charge, and then semiconductors reminded geopolitics to hold its beer.
Jul 10, 2026
Two stories today that look unrelated but aren't: the most expensive long-term borrowing the US government has seen in two decades, and the biggest foreign company debut on Wall Street since Alibaba. Both of them are about who pays for the AI build-out, and who gets stuck with the bill.
Jul 9, 2026
Three separate stories today, three separate problems — and they're all pulling in the same direction.
Jul 8, 2026
Yesterday was one of those days where you check the news at lunch and the world looks genuinely different by dinner.
