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Archive

Nov 14, 2026

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6 min read

TRADERS & QUANTS - SATURDAY RECAP

The 2-Year Rose 40 Basis Points. The Fed Hasn't Moved.

Nov 13, 2026

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5 min read

AMD Gave Back Thursday's Gain | Modine Rose 28% on a Report | Bitcoin Lost $70,000 Again

Producer prices missed by a tenth, and the 10-year yield still touched 5.17%. Chip stocks fell as a group, and Modine rose 28% after a report of Samsung talks.

Nov 13, 2026

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5 min read

Washington Bought Yen Too | Cerebras Cleared the Bar | Ares and Nakamoto Bought Time

Two-year yields rose 40 basis points while the Fed stood still. Producer prices land before the open.

Nov 12, 2026

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4 min read

Nvidia's Founder Is Out | The 10-Year Hit 5.1% | Nebius Moved Its Date | Bitcoin Broke Its 200-Day

Nvidia confirmed Jensen Huang's exit and won back about two-thirds of its opening drop. Cash Treasuries reopened, and the 10-year yield jumped to 5.10%.

Nov 12, 2026

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4 min read

Nvidia Priced an Exit Nobody Announced | MSCI Cut Strategy | OPEC's Barrels Returned | A BDC Offered Stock at Book

Nvidia traded about 7% lower before the open with no word from its board.

Nov 11, 2026

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5 min read

Stocks Bought AI, the Dollar Priced the Fed | Nvidia Lagged Chip Rally | Bitcoin Hedged

CoreWeave jumped 24.7% and the Nasdaq rose 1.6% with cash Treasuries closed. The dollar firmed and homebuilders fell.

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