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Archive

Nov 12, 2026

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4 min read

Nvidia Priced an Exit Nobody Announced | MSCI Cut Strategy | OPEC's Barrels Returned | A BDC Offered Stock at Book

Nvidia traded about 7% lower before the open with no word from its board.

Nov 11, 2026

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5 min read

Stocks Bought AI, the Dollar Priced the Fed | Nvidia Lagged Chip Rally | Bitcoin Hedged

CoreWeave jumped 24.7% and the Nasdaq rose 1.6% with cash Treasuries closed. The dollar firmed and homebuilders fell.

Nov 11, 2026

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5 min read

CoreWeave's Customers Fund the Build | 10-Year Changed Buyers | Western Union Walked

CoreWeave expects about $9 billion in customer prepayments and deposits. Cash Treasurys are shut for Veterans Day, while yields kept rising in Tokyo.

Nov 10, 2026

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5 min read

Core Hit Waller's Line | CoreWeave's Interest Bill Grew | MARA Sold Bitcoin and Rose

Core prices rose 0.3% for a third month, the level one Fed governor said could warrant a half-point hike. The two-year yield jumped 17 basis points.

Nov 10, 2026

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5 min read

Waller Named the 50 | Gulf Sellers Cut Prices | Guidance Set the Tape | MARA Kept Selling

A Fed governor put a half-point hike on the table before CPI. Saudi Arabia is discounting crude with the blockade still on. MARA sold 40% of its quarter-end bitcoin.

Nov 9, 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.

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