Traders & Quants

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Trump's Tuesday Deadline | NFP Gap Trade | Airlines Diverge | CPI Week Arrives

Apr 6, 2026

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9 min read

Trump's Tuesday Deadline | NFP Gap Trade | Airlines Diverge | CPI Week Arrives

Trump told Iran to open the Strait of Hormuz by Tuesday night. Iran said no. The S&P's best week since November was built on a deal that hasn't happened. Inside the airline wreckage, Delta (DAL) owns a refinery. American (AAL) doesn't.

Dio Pouerie, +1

Apr 5, 2026

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12 min read

TRADERS & QUANTS — SUNDAY LOOK AHEAD

Payrolls landed Friday into a market that couldn't trade them. April 6 is today. The data this week tells you whether the war's cost has moved from energy prices into the broader economy.

Dio Pouerie, +1

Apr 4, 2026

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12 min read

TRADERS & QUANTS — SATURDAY RECAP

The market had its best week since November and its worst oil day since 2020 on the same afternoon. That tells you everything about what kind of week this was.

Dio Pouerie, +1

Q1 2026: The Quarter the Market Ran Out of Playbook — and What Comes Next

Apr 3, 2026

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11 min read

Q1 2026: The Quarter the Market Ran Out of Playbook — and What Comes Next

Three shocks, no breaks between them, and a Strait that still isn't open. Here's what actually happened this quarter, and what history says about what comes after quarters like this one.

Dio Pouerie, +1

Peace Rally Dead | Oil Up | Payrolls Into a Closed Market.

Apr 2, 2026

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11 min read

Peace Rally Dead | Oil Up | Payrolls Into a Closed Market.

The best week since November just ended on the worst oil day since 2020. Whatever you hold at 4pm, you hold through the weekend. Decide what that's worth before the last bell.

Dio Pouerie, +1

The speech was supposed to settle something. It didn't.

Apr 2, 2026

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10 min read

The speech was supposed to settle something. It didn't.

Trump Speaks, Peace Rally Dies | Oil Surges Back | Nike's China Warning | Payrolls Into a Closed Market

Dio Pouerie, +1