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Archive

Aug 9, 2026

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5 min read

TRADERS & QUANTS — SUNDAY LOOK AHEAD

The Price Print Argues Both Sides This Week

Aug 8, 2026

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6 min read

TRADERS & QUANTS - SATURDAY RECAP

The Treasury started borrowing yen through the Fed's plumbing. The Treasury Secretary sold a Hormuz deal Iran had not written. Alphabet borrowed twenty five billion dollars in a single afternoon. Six stories made the week. Here they are.

Aug 7, 2026

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4 min read

July Lost Jobs | Stocks Rose | Atlassian Jumped | SpaceX Surged

July lost 23,000 jobs. Stocks rose anyway. Atlassian proved AI software monetization is real. SpaceX surged as retail bought the lockup non-event. The Nasdaq had its best week since April. CPI arrives next week.

Aug 7, 2026

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5 min read

Aerospace Broke On Parts | The Aftermarket Got Skipped | The Foundry Raised Guidance | Power Wants The Same Furnaces

Honeywell Aerospace fell hard on Thursday because a few of its suppliers cannot pour metal fast enough. The government counts heads at 8:30 this morning. Nobody at that company is short of heads.

Aug 6, 2026

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5 min read

SpaceX Shares Unlocked | Iran's Deal Bans US | Alphabet Borrowed $25 Billion

SpaceX's lock-up expired, 911 million shares hit the market, and the stock rose. Iran's Hormuz draft plan bans US and Israeli ships. Alphabet raised another $25 billion in bonds. The market closed nearly flat. Nothing about the session was flat.

Aug 6, 2026

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5 min read

Output Per Hour Prints First | Labor's Smallest Slice Since 1947 | Payrolls Are Tomorrow's Problem | The Software Priced Per Employee

Howmet Aerospace reports at seven this morning, ninety minutes before the government says what an hour of work in this country now produces. Both numbers answer the same question. Everyone is looking at tomorrow's payroll count instead.

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