Traders & Quants

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Bonds Hit 19-Year Highs | AI Debt Is Crowding Out Treasuries | Every Chip Stock Fell

Aug 18, 2026

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4 min read

Bonds Hit 19-Year Highs | AI Debt Is Crowding Out Treasuries | Every Chip Stock Fell

The 30-year Treasury hit 5.33%, a 19-year intraday high. AI companies issuing long-dated bonds are now competing directly with the US government for capital. The market had a bad day with a very specific cause.

Dio Pouerie, +1

Foreign Sellers Never Cut | A Refund Holds Home Depot's Year | JPMorgan Gives Up On Nike | The Recliner Reports Tonight

Aug 18, 2026

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5 min read

Foreign Sellers Never Cut | A Refund Holds Home Depot's Year | JPMorgan Gives Up On Nike | The Recliner Reports Tonight

Home Depot beat this morning and left its full year outlook exactly where it was. Inside that outlook sits a customs refund, covering costs the company says it never planned for. Import prices print an hour before the bell.

Dio Pouerie, +1

Anthropic Revenue Jumped | Iran Ceasefire Expired | Harvard SPCX Stake

Aug 17, 2026

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5 min read

Anthropic Revenue Jumped | Iran Ceasefire Expired | Harvard SPCX Stake

Anthropic quietly printed $11.5 billion in Q2 revenue, up 14x year-over-year. The Iran ceasefire expired with no deal. Refiners hit all-time highs. Harvard disclosed a $2.2 billion SpaceX stake. WTI settled near $84.50.

Dio Pouerie, +1

Japan Grew Without Its Shoppers | China Missed Everything | Builder Confidence At Ten | The Discount Nobody Prints

Aug 17, 2026

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5 min read

Japan Grew Without Its Shoppers | China Missed Everything | Builder Confidence At Ten | The Discount Nobody Prints

Japan's economy grew last quarter. Its households spent nothing at all. Builder confidence prints at ten this morning, after a July in which more than a third of American builders cut their asking price.

Dio Pouerie, +1

Aug 16, 2026

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7 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.

Dio Pouerie, +1

Aug 16, 2026

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6 min read

TRADERS & QUANTS — SUNDAY LOOK AHEAD

The Consumer Reports All Week

Dio Pouerie, +1