Traders & Quants

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Trump Called Off the Strikes | Oil Dropped | Market Bought Everything Except Chips.

Aug 3, 2026

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4 min read

Trump Called Off the Strikes | Oil Dropped | Market Bought Everything Except Chips.

WTI fell over 5%. The Dow surged. Amazon crossed $3 trillion. But the Hormuz strait is still moving at 10% of prewar traffic.

Dio Pouerie, +1

Strikes Called Off | OPEC Spends Its Last Barrel | Treasury Buys Yen | Hawks Lose Their Exhibit

Aug 3, 2026

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4 min read

Strikes Called Off | OPEC Spends Its Last Barrel | Treasury Buys Yen | Hawks Lose Their Exhibit

Three Fed officials spent Friday demanding a hike. The weekend broke the barrel under them. A manufacturing survey at ten now gets to rule on it.

Dio Pouerie, +1

Aug 2, 2026

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6 min read

TRADERS & QUANTS — SUNDAY LOOK AHEAD

The Fed Stopped Talking. Jobs Week Answers.

Dio Pouerie, +1

Aug 1, 2026

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5 min read

TRADERS & QUANTS - SATURDAY RECAP

Three Dissents Said Hike | The Long Bond Broke 2007 | Memory Billed Everyone | The Week A $45 Billion Seller Left The Tape

Dio Pouerie, +1

Amazon Surged | Apple Fell | Tim Cook's Last Earnings Call | AI Earnings Week

Jul 31, 2026

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4 min read

Amazon Surged | Apple Fell | Tim Cook's Last Earnings Call | AI Earnings Week

Amazon surged 13% on AWS growing 37%. Apple fell 8% despite its strongest June quarter ever. Tim Cook delivered his final earnings call. The week ends with a clear verdict on which AI strategy the market respects.

Dio Pouerie, +1

Apple Beat And Sold Off | Memory Ate The Margin | Amazon Spent More And Got Paid | Eaton Reports Into The Shortage

Jul 31, 2026

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5 min read

Apple Beat And Sold Off | Memory Ate The Margin | Amazon Spent More And Got Paid | Eaton Reports Into The Shortage

Apple has the best supply chain on earth and it still could not absorb the price of memory. Amazon raised its building budget for the same reason the same night. The AI buildout has started sending its bill to companies that are not building it.

Dio Pouerie, +1