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Sep 10, 2026

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4 min read

WTI Closed Above $100 | Huang Said It's Not Circular | Buyback Missed Ceiling

Oil hit its highest close since May. Jensen Huang defended Nvidia's financing deals at Goldman's conference and the stock fell anyway. CPI lands tomorrow.

Sep 10, 2026

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5 min read

Oil Near $104, Yields at a Three-Year High, and Two Economists Who Can't Agree on the Fed

Brent crossed $104 a barrel and the 10-year Treasury yield pushed to its highest level since 2023, as the Iran war shows no sign of resolving on anyone's preferred timeline. A bigger Treasury buyback that still didn't stop yields, a chip giant's blowout quarter its own stock ignored, and an AI-datacenter IPO pricing revenue that mostly arrives in the 2030s.

Sep 9, 2026

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4 min read

Bessent Called Himself the House | $6B Buyback Plan Missed | Apple Unveiled Foldable

Bessent said "I am the house now." The $6B buyback disappointed. Yields hit their highest since November 2023. Apple launched a foldable phone and fell. WTI near $96.

Sep 9, 2026

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5 min read

Treasury Sells And Buys The Same Week | Ten Year Back To 2023 Levels | Nobody Left To Talk It Down | The Discount City Hall Never Asked For

Treasury told the bond market three weeks ago that it would buy back twice as much long dated paper. Long yields fell that afternoon. The market has taken almost all of it back, and this afternoon the Treasury has to sell more paper into it.

Sep 8, 2026

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8 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.

Sep 8, 2026

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4 min read

GE Aerospace Bought Blade Supplier | Canada Tariffs | Amgen Fell on Rival's Drug

GE is buying the company that makes its jet engine blades. Canada's retaliatory tariffs hit $20 billion of US goods. Amgen fell because Novartis's drug failed. WTI rose for the sixth straight session.

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