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Archive

Oct 7, 2026

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5 min read

Bonds Sell Again | Houthis Hit Saudi Arabia | Fed Minutes Due

The 30-year hit a 2002 high again after one day of relief. Houthis fired a ballistic missile at Riyadh airport. Fed minutes drop at 2pm alongside the 10-year auction.

Oct 6, 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.

Oct 6, 2026

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5 min read

S&P Record | Nuclear Stocks Surged | Dimon Flagged Mythos Cyber Risk

The S&P 500 closed at a record. Constellation, Talen and Vistra jumped more than 10% after the Google nuclear deal. Jamie Dimon said Anthropic's Mythos raised global cyber risks 10-fold.

Oct 6, 2026

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6 min read

Yields Ease Monday High | Google Struck a Nuclear Deal | Trump Opened Farm Diesel to Highways

Treasury yields are pulling back after Monday's 24-year high. Google signed a 20-year nuclear deal with Constellation Energy. Trump allowed red-dyed farm diesel on highways as diesel prices hit records.

Oct 5, 2026

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6 min read

10-Year Closed at a 2002 High | Bonds Sold With No Catalyst | Nasdaq Hit a Record

The 10-year closed at 5.31%, its highest since 2002, with no single trigger behind the selloff. The Nasdaq set an all-time high. ISM services prices hit their highest since July 2022.

Oct 5, 2026

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5 min read

Schneider Buying PTC for $22.6B | Brazil Stocks Up 13% | Euro at 17-Month Low

Schneider Electric agreed to buy PTC for $22.6 billion at a 42% premium. Bolsonaro leads Brazil's first round and markets surged. The euro hit its lowest since May 2025. Futures are near flat.

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