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Archive

Jul 15, 2026

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5 min read

ASML Raised Guidance | Alibaba Surged l | The AI Equity Issuance Boom

ASML raised its sales forecast for the second time this year. Alibaba jumped after Apple confirmed its Qwen AI integration in China. US companies have already sold more equity this year than any full year since 2021.

Jul 14, 2026

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4 min read

July Hike Odds Collapse | IBM | Goldman Rode SpaceX to a Record Quarter

CPI printed at 3.5%, well below the 3.8% estimate. July hike odds crashed from 42% to 16%. IBM fell 25%, its worst day since 1987. Goldman posted a record quarter. Warsh said "we'll deliver" but refused to call the mission accomplished.

Jul 14, 2026

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5 min read

CPI Prints | Banks Report This Morning | Warsh Testifies After

June CPI lands before the open. Five major banks report simultaneously. Warsh testifies to Congress this afternoon. The most loaded single morning of the summer starts now.

Jul 13, 2026

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5 min read

Clearest Hike Signal | SpaceX Near IPO Price | Gold Broke Below $4,000

Trump declared the US "Guardian of the Hormuz Strait" and said it will charge ships 20% of all cargo. Waller said one more hot CPI print means rates go up. SpaceX fell near its IPO price. Gold broke below $4,000. CPI and Warsh land tomorrow.

Jul 13, 2026

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5 min read

Iran Closed Hormuz | SK Hynix Down | Warsh Testifies

Iran declared Hormuz closed after a weekend of strikes. SK Hynix crashed 15% in Seoul after Friday's debut. CPI lands tomorrow morning. Warsh testifies to Congress hours later. The week does not ease in gently.

Jul 12, 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.

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