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Archive

Aug 26, 2026

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5 min read

PCE Held | Meta Paid $18B to Settle | Iran and Oman Struck a Deal

PCE held exactly as expected, and gave the market nothing new to trade. Meta settled the child safety trial for $18 billion. Iran and Oman announced a revenue-sharing deal on Hormuz. WTI fell. Warsh speaks Friday.

Aug 26, 2026

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5 min read

The Profit Line Nobody Trades | Semis Rose On A Yield | Warsh Has No Dots | The Trench Is Already Contracted

The tape will trade this morning's inflation gauge. The release next to it carries the first count of what American companies actually earned in the spring. That quarter ended two months ago and the number has never been published.

Aug 25, 2026

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5 min read

Dick's Had Its Worst Day on Record | Druckenmiller Blasted Bessent | Bitcoin at $80K

Dick's fell. Druckenmiller publicly called his own mentee's bond plan a mistake. Bitcoin briefly crossed $80,000. Nvidia snapped its 7-day losing streak. WTI fell another 3%. The session looked calm on the index but wasn't.

Aug 25, 2026

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5 min read

Chips Fell On A Rumor | Apple May Get Chinese Memory | Xi Arrives Next Month | Samsung Pays, Its Rival Builds

Eleven days ago the Commerce Secretary told Apple directly that it should not buy Chinese memory. Over the weekend, reports said the administration may allow it anyway. A state visit lands next month.

Aug 24, 2026

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7 min read

Market Tell — Weekly Intelligence

Institutional tools, refinement, and analysis for traders who refuse to stay reactive. Transcripts, filings, insider clusters, and options flow, distilled into a single weekly signal map.This is what it looks like to treat your portfolio like a responsibility, not a hobby.

Aug 24, 2026

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5 min read

Iran Sanctions Launched | Nvidia Day 7 Down | Canada Gets 50% Autos

Bessent launched "Operation Economic Outcast" targeting 60 entities. WTI fell 2.5% anyway. Trump threatened 50% tariffs on Canadian cars for January. Nvidia fell for a seventh straight session before Wednesday. Chips sank. Steel rose.

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