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Archive

Aug 2, 2026

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6 min read

TRADERS & QUANTS — SUNDAY LOOK AHEAD

The Fed Stopped Talking. Jobs Week Answers.

Aug 1, 2026

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5 min read

TRADERS & QUANTS - SATURDAY RECAP

Three Dissents Said Hike | The Long Bond Broke 2007 | Memory Billed Everyone | The Week A $45 Billion Seller Left The Tape

Jul 31, 2026

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4 min read

Amazon Surged | Apple Fell | Tim Cook's Last Earnings Call | AI Earnings Week

Amazon surged 13% on AWS growing 37%. Apple fell 8% despite its strongest June quarter ever. Tim Cook delivered his final earnings call. The week ends with a clear verdict on which AI strategy the market respects.

Jul 31, 2026

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5 min read

Apple Beat And Sold Off | Memory Ate The Margin | Amazon Spent More And Got Paid | Eaton Reports Into The Shortage

Apple has the best supply chain on earth and it still could not absorb the price of memory. Amazon raised its building budget for the same reason the same night. The AI buildout has started sending its bill to companies that are not building it.

Jul 30, 2026

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5 min read

Microsoft Soared | Meta Cratered | The Bond Market Didn't Care About Either

Chips had their best day in months. The 30-year yield hit a 19-year high. A hedge fund blew up. The war reached Egypt.

Jul 30, 2026

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5 min read

Long Bond Breaks 2007 Levels | Front End Eased Anyway | Data Center Politics Hits Caterpillar | Meta's Free Cash Flow Vanished

Microsoft spent more than ever last quarter and still cleared real cash. Meta grew revenue by nearly a third and cleared almost none. Amazon reports tonight with the biggest buildout of the three.

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