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Archive

Nov 10, 2026

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5 min read

Waller Named the 50 | Gulf Sellers Cut Prices | Guidance Set the Tape | MARA Kept Selling

A Fed governor put a half-point hike on the table before CPI. Saudi Arabia is discounting crude with the blockade still on. MARA sold 40% of its quarter-end bitcoin.

Nov 9, 2026

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6 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.

Nov 9, 2026

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5 min read

Chips Rallied Without Nvidia | Power Guided Past the Election | Crypto Got Rails, Not a Rally | Oil Fell, Yields Didn't

Constellation and NRG closed above their Election Day levels. Brent hit a two-month low, and the two-year yield rose anyway.

Nov 9, 2026

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5 min read

Nvidia Fell, Chip Stocks Didn't | Bitcoin Broke Strategy's Cost | Rare Earths Got Two More Months | Private Credit's $8.2 Billion Queue

Nvidia's board opened a probe into its CEO, and crypto venues traded it first. China extended its rare-earth pause, and October CPI arrives Tuesday without its annual rate.

Nov 8, 2026

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6 min read

TRADERS & QUANTS — SUNDAY LOOK AHEAD

CPI and the 10-Year Auction Share Tuesday. The 2-Year Already Moved First.

Nov 7, 2026

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6 min read

TRADERS & QUANTS - SATURDAY RECAP

Chips Fell 12.2% in a Day. Junk Bonds Slipped 0.3%.

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