Traders & Quants

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General Motors: Profit Up, Sales Down | Chips Snap Back Overnight | Oil Keeps Fading Its War Premium | The EV Cliff Nobody's Pricing

Jul 21, 2026

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5 min read

General Motors: Profit Up, Sales Down | Chips Snap Back Overnight | Oil Keeps Fading Its War Premium | The EV Cliff Nobody's Pricing

General Motors reports this morning with profits rising and sales falling in the same quarter. That split is the tell for the whole week. The banks are done. Now the companies that build cars, drill wells, and frame houses show whether the economy took a quarter of costly oil and tariffs in stride.

Dio Pouerie, +1

Another Chinese AI Model | Financing Meta Data Centers | New Oil Front

Jul 20, 2026

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4 min read

Another Chinese AI Model | Financing Meta Data Centers | New Oil Front

Alibaba released its second Chinese AI model in a week. BlackRock is leading $12 billion in debt for Meta's Texas data centers. The Houthis declared a maritime embargo on Saudi Arabia.

Dio Pouerie, +1

Jul 20, 2026

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8 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

Third US Death | Kospi Sidecar Triggered | China's National Team Returns | Warsh's Transitory Problem

Jul 20, 2026

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5 min read

Third US Death | Kospi Sidecar Triggered | China's National Team Returns | Warsh's Transitory Problem

A third US service member died in the Iran conflict this weekend. American strikes entered a ninth consecutive night. Iran's Revolutionary Guard blocked four vessels in the Strait of Hormuz. China's national team stepped in Sunday to stabilize equities.

Dio Pouerie, +1

Jul 19, 2026

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6 min read

TRADERS & QUANTS — SUNDAY LOOK AHEAD

The Raise Test Begins Wednesday

Dio Pouerie, +1

Jul 18, 2026

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6 min read

TRADERS & QUANTS - SATURDAY RECAP

Beat Is No Longer the Bar | Six Things That Actually Drove Markets

Dio Pouerie, +1