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Archive

Nov 2, 2026

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5 min read

Chips Bounced | Net $3.6 Billion Left Binance | Mitsubishi's LNG Canada Stake

WTI slipped under $100 while a tanker was hit in the northern Gulf. Apple and Palantir report tonight, and the vote is Tuesday.

Nov 1, 2026

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6 min read

TRADERS & QUANTS — SUNDAY LOOK AHEAD

The Vote Is Tuesday. The Strike Risk Is Priced for the Week After.

Oct 31, 2026

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6 min read

TRADERS & QUANTS - SATURDAY RECAP

Two Fed Members Voted to Hike. The 10-Year Still Fell to 4.93%.

Oct 30, 2026

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6 min read

Intel Sank 29% | Refining Out-Earned Drilling | Senate Bets Rose

Intel fell nearly 29% and took PC and chip stocks with it, while Amazon recovered most of its overnight drop. Exxon's refiners out-earned its oil fields, and crypto stocks fell far harder than bitcoin.

Oct 30, 2026

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5 min read

Binance Froze Half | Ceasefire Bets Whipsawed | Ottawa Bought Into Cohere

Intel beat and was indicated a quarter lower. Nasdaq futures fell 2.4% as Dow futures held flat. Binance estimated a $6.3 billion breach.

Oct 29, 2026

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6 min read

Alphabet Fell | Caterpillar Held Its Year | Instacart Trades Below the Deal

Alphabet lost about $500 billion and the Nasdaq fell 1.4% while the Russell 2000 rose 1.0%. Caterpillar beat and sank, and Amazon and Intel fell after the bell.

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