A trusted source for over 300k investors, traders, and quants who take their capital seriously.
May 10, 2026
•
6 min read
CPI Decides | Iran Still Owns the Strait | The Inflation Week the Fed Has Been Dreading
May 9, 2026
The Deal That Wasn't | The Software Trade That Was | Six Things That Actually Moved Markets.
May 8, 2026
5 min read
April payrolls came in at 115,000. Iran built a toll booth on the world's most important shipping lane. Consumer sentiment hit all-time low. The S&P heads for its sixth winning week.
Datadog just became a billion-dollar-a-quarter company and the stock jumped nearly a third. Planet Fitness beat on revenue and still lost a third of its value. The market is paying for acceleration and punishing anything that sounds like a ceiling.
May 7, 2026
Whirlpool cut its earnings guidance in half and called it recession-level.The dollar erased all its wartime gains. Iran still hasn't responded. The S&P hit a new intraday high.
Advanced Micro Devices posted a blowout quarter and the whole semiconductor sector followed it higher. Then Arm reported after the bell, beat on every line, and dropped. The difference was guidance. That split tells you everything about what this market is willing to pay for right now.
