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Archive

Sep 1, 2026

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5 min read

Japan Yields at 30-Year High | Ternus Day One | US Struck Iran Again | WTI Hit $90

The US confirmed fresh strikes on Iran. WTI surged 4% past $90. Japan's 10-year yield crossed 3% for the first time since 1996. Apple rose 3% on its new CEO's first day while everything else fell.

Sep 1, 2026

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5 min read

Factory Prices Print At Ten | Warsh Already Answered Friday | Waller Speaks First | The Cost Nobody Charges For

Medtronic reports before the open with a year of tariff cost already inside its own guidance and cost cuts as the plan to absorb it. Three hours later the factory survey counts what every other manufacturer is paying. The Fed has to decide which of those two things is inflation.

Aug 31, 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.

Aug 31, 2026

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5 min read

PG&E Fell | Nvidia Bought Into MediaTek | Apple Lost Its App Store Chief.

California utilities collapsed on wildfire liability news. Nvidia made a $3.5 billion bet on a Taiwanese chipmaker. Apple is changing hands at the top tomorrow and losing a key executive today.

Aug 31, 2026

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4 min read

Mines Back In Hormuz | Crude Fell, Freight Didn't | Refiners Rose Into A Down Week | The List That Didn't Change

The United States hit Iranian launchers on Sunday to keep sea mines out of the Strait of Hormuz. Iran says a hull found two of them anyway. The ship has no name, no flag and no owner yet, and crude opened higher on it regardless.

Aug 30, 2026

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5 min read

TRADERS & QUANTS — SUNDAY LOOK AHEAD

Warsh Said Hiring Is Just Supply. Friday Tests That.

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