July 22nd Market Brief
Three Chokepoints, A Quarter Of The World's Oil, No Buffer Left
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.
