Traders & Quants

A trusted source for over 150k investors, traders, and quants who take their capital seriously.

Jul 5, 2026

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6 min read

TRADERS & QUANTS — SUNDAY LOOK AHEAD

The Minutes Say What Warsh Won't | Delta Flies Into Cheaper Fuel | The Soft Print Needs a Witness

Dio Pouerie, +1

Jul 4, 2026

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6 min read

TRADERS & QUANTS - SATURDAY RECAP

The Week the Beats Stopped Working | Six Forces That Ran the Tape

Dio Pouerie, +1

The First Six Months Repriced Almost Everything.

Jul 3, 2026

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6 min read

The First Six Months Repriced Almost Everything.

Markets are closed today for the observed Fourth of July holiday. The first half of 2026 was less about surprises than transitions. A new Fed chair. Trade policy in the courts. A war that reshaped energy. AI that moved from narrative to contracted demand. Capital markets that reopened. Here is the recap, and the questions that carry forward.

Dio Pouerie, +1

250 Years of Building. The American Market Is What We Made of It.

Jul 2, 2026

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6 min read

250 Years of Building. The American Market Is What We Made of It.

Tomorrow is the 250th. Markets are closed. American financial history is a capital cycle story across all of it. We finance transformational infrastructure. We sometimes over-finance it. We reform the financial system. We build again. The pattern is older than the country we are celebrating.

Dio Pouerie, +1

Kioxia Breaks Ten | Iran Talks Warm Again | Payrolls Into a Closed Friday | Cook Courts a Blacklist

Jul 2, 2026

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4 min read

Kioxia Breaks Ten | Iran Talks Warm Again | Payrolls Into a Closed Friday | Cook Courts a Blacklist

Kioxia broke double digits overnight. Apple is lobbying Treasury for cover to buy from a Pentagon blacklist. The memory trade cracked before the print even landed.

Dio Pouerie, +1

AI vs Rate Hikes | Meta Reshapes Cloud | Jobs Take Center Stage

Jul 1, 2026

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5 min read

AI vs Rate Hikes | Meta Reshapes Cloud | Jobs Take Center Stage

Warsh hinted AI could ease inflation, Meta entered cloud computing, ADP missed, Iran talks stalled, and payrolls now become the week's key event.

Dio Pouerie, +1