July 22nd Market Brief
The Most Hedged Trade On Wall Street Just Got $60 Billion In Orders
July 21st Market Brief
July 20th Market Brief
The market just showed you its grading rubric.
365 of the 1996 S&P 500 are gone.
July 17th Market Brief
Everyone's selling chips. Hyperscalers earnings hasn’t even landed.
July 16th Market Brief
Everything beat this morning. Almost nothing went up.
July 15th Market Brief
Banks broke records, wholesale broke the hike bets
