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Feb 24, 2026
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11 min read
IBM lost $30 billion in market cap on Monday after Anthropic said Claude Code can update COBOL systems. That is the market pricing AI into legacy revenue durability. Nvidia reports in 36 hours, and every AI bull needs Jensen Huang to prove the build is still worth the cost.
Feb 23, 2026
9 min read
Today the market stopped cheering the ruling and started pricing the replacement, plus a refund fight that just turned political.
The Supreme Court struck down Trump's emergency tariffs Friday in a 6-3 ruling. By Saturday, he had replaced them with a 15% global levy under a different law. The legal authority changed. The trade war didn't. Now the market has to price a 150-day clock, a potential $170 billion refund wave, and the question of whether Section 122 survives its first court challenge.
Feb 22, 2026
13 min read
Inflation, Nvidia, and a Credit Wake-Up Call — Now the Market Has to Choose
10 min read
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.
Feb 21, 2026
Falling Yields, Rising Oil, and a Market That Stopped Giving Free Passes
