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Trump Said No to Iran's Seven Days. Only the Bettors Were Open.Sep 27 · Sunday
Oil Took the Hormuz Talks. The 30-Year Went to 5.5%.Sep 25 · Friday
Reuters Said 'Phased' on Hormuz, and Oil Lost Two Dollars in Five MinutesSep 24 · Thursday
Bessent Offered Xi a 'Bigger Deal.' The Money Went to October.Sep 23 · Wednesday
'Right After the Election': Trump Dated an Iran Deal at the UN, and the October Bet FoldedSep 22 · Tuesday
Three Fed Presidents Argued for More Hikes. The October Bet Fell.Sep 21 · Monday
Warsh Wouldn't Promise. Everyone Else Did.Sep 20 · Sunday
Altman Ruled Out a 2026 OpenAI IPO. One Contract Heard Him.Sep 20 · Sunday
Musk Said Ten Days. It Has Been Eighteen.Sep 20 · Sunday
Aramco Moved 2.8 Million Barrels a Day Through a Closed HormuzSep 20 · Sunday
The Hike Was Free. Warsh's Answer to Colby Smith Cost 1.4%.Sep 20 · Sunday
Nobody Front-Ran GreenlandSep 20 · Sunday
Ueda Hiked, Brent Broke, and $7 Trillion Expired Into NothingSep 18 · Friday
Warsh Hiked. By Four in the Morning It Was Already Erased.Sep 17 · Thursday
Warsh Hiked on Cue, Then Refused to Say What Comes NextSep 16 · Wednesday
The Clarity Act Died on Monday NightSep 15 · Tuesday
Nvidia Falls in 5.9% Chip Rout, CrowdStrike Jumps 14%, 10-Year Hits 5%Sep 14 · Monday
The Weekend Held the HikeSep 13 · Sunday
Dell Jumps 12%, Oracle Erases Its Pop, CPI Lifts Fed Hike Odds to 80%Sep 11 · Friday
Oil Jumps 6.7% Past 102, Houthis Take Mokha, Apple Rises 3.6%Sep 10 · Thursday
Meta Jumps 6.6% as Treasury Yields Hit 4.85%, Oil Gains 3.3%Sep 9 · Wednesday
AMD Jumps 5.9%, Nvidia Falls 2%, Oil Nears 100 on Iran StrikesSep 8 · Tuesday
Micron Jumps 6%, Tesla Sinks 6%, Payrolls Triple the ForecastSep 4 · Friday
Palantir Jumps 7.7%, Sanders Seeks AI Pause, OpenAI Ships GPT-6 AstraSep 3 · Thursday
Palantir Sinks 5.8%, Broadcom Falls After Beat, US Hits Iran TankersSep 2 · Wednesday
CENTCOM Strikes Iran, Oil Jumps 5.2%, CrowdStrike Sinks 6.9%Sep 1 · Tuesday
Iran Strikes Jordan Bases, Oil Jumps 2.8%, Tesla Surges 5.5%Aug 31 · Monday
Warsh Lifts Hike Odds 19 Points, Gold Sinks 2.9%, Marvell Falls 10%Aug 28 · Friday
Salesforce Soars 22.6%, Nvidia Jumps 8.7%, Micron Reverses LowerAug 27 · Thursday
Meta Swings 6% on $17 Billion Deal, Alphabet Slides, Fed Odds FlatAug 26 · Wednesday
Oil Falls 3% Despite Tanker Strike, Supermicro Jumps 9%, AMD Up 5%Aug 25 · Tuesday
Micron Sinks 6%, Super Micro Slides, Oil Shrugs at SanctionsAug 24 · Monday
Tesla Jumps 5%, Alibaba Sinks 9%, Bitcoin Notches Its Best WeekAug 21 · Friday
Walmart Falls 9%, Deere Jumps 7%, Alibaba Erases a SelloffAug 20 · Thursday
Marvell Jumps 9.9%, Broadcom Falls 4.6%, Bessent Curbs YieldsAug 19 · Wednesday
SanDisk Sinks 9%, Micron Falls 7%, Treasury Yields SpikeAug 18 · Tuesday
30-Year Treasury Yield Hits 5.31%, Brent Tops 90, Microsoft Falls 3%Aug 17 · Monday
AMD Jumps 6.5%, Broadcom Sinks 6%, Applied Materials Falls 5%Aug 14 · Friday
Cisco Falls 8%, Applied Materials Slides, S&P 500 Hits RecordAug 13 · Thursday
Super Micro Surges 19%, Nebius Soars 34%, Meta Falls 3%Aug 12 · Wednesday
AppLovin Sinks 6%, Alphabet Falls, the Russell RisesAug 11 · Tuesday
Exxon Up, Intel Down, Oil RunsAug 10 · Monday
Palantir Up, SanDisk Down, Jobs FallAug 7 · Friday
WD Falls on Guide, Microsoft UpAug 6 · Thursday
AMD Down, Nvidia Up, Gold JumpsAug 5 · Wednesday
Palantir Up, Oil Down, AMD SoldAug 4 · Tuesday
Seoul Down, Microsoft Up, Oil OffAug 3 · Monday
Amazon Up, Apple Down, Seoul UpJul 31 · Friday
Microsoft Up, Meta Down, Memory RipsJul 30 · Thursday
Meta Falls, Chips Down, Fed HoldsJul 29 · Wednesday
Corning Falls, Coke Up, Seoul SinksJul 28 · Tuesday
Apple Passes Nvidia, Oil DivesJul 27 · Monday
Intel Sinks After Its Beat, Apple and Banks Carry a Flat FridayJul 24 · Friday
Tesla Sinks 15% and Alphabet 7% While IBM Closes GreenJul 23 · Thursday
Alphabet and Tesla Fall After the Bell, IBM Fades Into Its CallJul 22 · Wednesday
Micron Jumps, Korea Rebounds, Fed-Hike Bets ClimbJul 21 · Tuesday
Seoul Sinks, Crude Jumps, Wall Street ShrugsJul 20 · Monday
Taiwan Crashes, Netflix Sinks, Nvidia SlipsJul 17 · Friday
TSMC Beats, Memory Craters, Netflix SinksJul 16 · Thursday
Micron Reverses, BlackRock Rallies, PPI CoolsJul 15 · Wednesday
IBM Craters, Goldman Soars, CPI CoolsJul 14 · Tuesday
SK Hynix Gives Back Its Pop, Crude Jumps, the Hike Bet Breaks on WallerJul 13 · Monday
SK Hynix Pops, the Hike Bet Doubles Back, Crude Fades a Broken CeasefireJul 10 · Friday
US Strikes Iran, Oil Falls, SanDisk Jumps, the Hike Bet FadesJul 9 · Thursday
Trump Calls the Ceasefire Over, Oil Jumps, the Dow Sinks, Chips RallyJul 8 · Wednesday
Samsung's Record Sinks the Chips, the US Strikes Iran, Oil JumpsJul 7 · Tuesday
Meta Said "Excess." The Market Prices a 90% Green Open Anyway.Jul 6 · Monday
Chips Bounce, Tesla Pops, the Dow Tops 53,000, SanDisk FadesJul 6 · Monday
Jobs Miss, the Dow Sets a Record, Apple Pops, Tesla SlidesJul 2 · Thursday
Memory Stocks Crater, Tesla Sells the Beat, Gold Keeps Climbing Into the WeekendJul 2 · Thursday
Jobs Miss, the Dow Sets a Record, Apple Pops, Tesla SlidesJul 2 · Thursday
Jobs Miss, the Dow Sets a Record, Apple Pops, Tesla SlidesJul 2 · Thursday
The Memory Trade Cracked as Jobs Missed and the Dow Set a RecordJul 2 · Thursday
Micron Fell Again, Korea Halted Trading, the Dow Set a RecordJul 2 · Thursday
Meta Launches a Cloud, Micron Dives, Chips CrackJul 1 · Wednesday
Stocks Close Best Quarter Since 2020, TSMC Jumps 5%, VIX Sinks to 16Jun 30 · Tuesday
Dow Tops 52,000 as Alphabet Debuts and Tesla Runs 8%Jun 29 · Monday
OpenAI Delays Its IPO, Chip-Builders Crater as Software and Lilly SoarJun 26 · Friday
Apple Sinks on Price Hikes as Micron and SanDisk SoarJun 25 · Thursday
Micron Soars Late, Microsoft Sinks, Oil Breaks SeventyJun 24 · Wednesday
Micron Dives, Chips Crack, Megacaps HoldJun 23 · Tuesday
Alphabet Sinks, Micron Soars, SpaceX DivesJun 22 · Monday
Intel Soars, Chips Hit Records, Gold SinksJun 18 · Thursday
Warsh Signals Hikes, Stocks Fall, Dollar JumpsJun 17 · Wednesday
Chips Sink, Dow Hits Record, Oil CrashesJun 16 · Tuesday
Micron Tops $1,000, Stocks Surge, Oil SinksJun 15 · Monday
SpaceX Soars, Oil Falls, Iran Deal NearsJun 12 · Friday
Oracle Crashes, Chips Rip, Yields FallJun 11 · Thursday
Oracle Sinks, Chips Slide, Oil JumpsJun 10 · Wednesday
Iran Scare, Chips Sink, Apple SlidesJun 9 · Tuesday
Chips Rebound, Intel Jumps, Apple SlipsJun 8 · Monday
Jobs Beat, Chips Crash, Hike Odds JumpJun 5 · Friday
Broadcom Crashes, Marvell Up, Dow RecordJun 4 · Thursday
Nvidia Down, Meta Up, Broadcom MissesJun 3 · Wednesday
The HandoffJun 3 · Wednesday
HPE Up, Marvell Up, Dell DownJun 2 · Tuesday
Nvidia Up, Qualcomm Down, Oil SpikesJun 1 · Monday
Dell Up, Nvidia Down, RecordsMay 29 · Friday
Software Up, Oil Down, PCE HotMay 28 · Thursday
Dow Record, Chips Slip, Oil DropsMay 27 · Wednesday
Micron Hits Trillion, Oil SlidesMay 26 · Tuesday
Dow Record, NVDA Down, Yields EaseMay 22 · Friday
Walmart Down, Small Caps UpMay 21 · Thursday
Chips Up, Oil Down, Nvidia BeatMay 20 · Wednesday
Yields Up, Builders Down, HD BeatsMay 19 · Tuesday
Memory Down, Defense Up, Talks ContinueMay 18 · Monday
Memory Down, INTC Down, Summit EndsMay 15 · Friday
NVDA Up, Boeing Down, H200 ClearedMay 14 · Thursday
Memory Up, Bonds Down, PPI 6.0May 13 · Wednesday
Chips Down, Defense Up, CPI 3.8May 12 · Tuesday
Chips Up, Oil Up, Stocks FlatMay 11 · Monday
AMD Surges 14%, Intel Jumps 24%, DOJ Drops Powell ProbeApr 24 · Friday
Iran Seizes Ships, Brent Crude Jumps 3.5%, S&P Hits a RecordApr 22 · Wednesday
Monday BriefingApr 6 · Monday
Gold Craters 6%, Alibaba Sinks 7%, Micron Slides on Hawkish FedMar 19 · Thursday
Powell Holds Rates, Micron Beats and Falls, Brent Jumps 3.8%Mar 18 · Wednesday
VIX Sinks 13.5%, Oil Falls 5.3%, Meta Flips Higher MondayMar 16 · Monday
Khamenei Vows Hormuz Closure, Oil Jumps 9.7%, Adobe Sinks 8%Mar 12 · Thursday
Oracle Jumps 9%, Oil Swings From 119 to 77, Yields ClimbMar 11 · Wednesday
Oil Sinks 12%, Hegseth Vows Fiercest Strikes, Gold Hits a RecordMar 10 · Tuesday
Nvidia Falls 5%, Broadcom Drops 3%, Dell Slides Before BeatFeb 26 · Thursday
Cava Surges 26%, Lowe's Sinks 6%, Nvidia Reports After CloseFeb 25 · Wednesday
AMD Surges 8.8% on Meta's $100B Chip Deal, Home Depot Beats, TSM RisesFeb 24 · Tuesday
IBM Sinks 13.2%, KKR Falls 8.9%, American Express Drops 7.2%Feb 23 · Monday
Supreme Court Voids Tariffs, Alphabet Jumps 4%, Gold Tops 5050Feb 20 · Friday
Walmart Erases Its Gain, Supermicro Jumps 8%, Oil Rises on Iran RiskFeb 19 · Thursday
Micron Jumps 5.3%, Palo Alto Sinks 6.8%, Oil Gains 4.6%Feb 18 · Wednesday
Gold Sinks Below 5,000, Constellation Jumps 5%, Medtronic FallsFeb 17 · Tuesday
Applied Materials Jumps 8%, Arista Fades, CPI Cools to 2.4%Feb 13 · Friday
Apple Falls 5%, Cisco Sinks 12%, RXO Craters 20% on AI FearsFeb 12 · Thursday
Micron Jumps 9.9%, Shopify Sinks 6.7%, Stocks Erase a Jobs BeatFeb 11 · Wednesday
Altruist AI Tax Tool Sinks LPL 8%, Schwab 7%, Dow Hits RecordFeb 10 · Tuesday
Oracle Jumps 9.6%, Nikkei Hits Record High, VIX Craters 15%Feb 9 · Monday
Nvidia Jumps 7.9%, Bitcoin Rebounds 12%, Amazon Sinks 5.6%Feb 6 · Friday
Amazon Guides $200B Capex, Bitcoin Sinks 14%, VIX Jumps 17%Feb 5 · Thursday
AMD Sinks 17%, Palantir Erases Its Pop, Oil Jumps 3% on IranFeb 4 · Wednesday
AMD Reverses After Hours, Palantir Jumps 7%, Gold Rebounds 6%Feb 3 · Tuesday
Micron Surges 5.5%, Disney Craters 7.4%, Nvidia Falls AloneFeb 2 · Monday
The Bubble Is in the EquipmentMay 10 · Sunday
Memory Ran. Meta Didn't.May 8 · Friday
Only Nvidia HeldMay 7 · Thursday 3 PM
Iran Nearing a DealMay 6 · Wednesday Morning
Monday ReversedMay 5 · Tuesday Morning
Palantir Sold the NewsMay 4 · Monday 10 PM
Tehran’s FourteenMay 3 · Sunday
The Cash StayedMay 2 · Saturday
Hedged Against ThemselvesMay 1 · Noon
Yen ReversedApr 30 · Pre-Close
Powell’s Last FOMCApr 29 · Morning
Cannot Normalize HormuzApr 28 · Morning
IRGC Boarded Two ShipsApr 27 · Morning
Nineteen Dollars ApartApr 23 · Night
The Spike Didn’t CloseApr 23 · Night
The Back Didn’t MoveApr 21 · Evening
The Week Slipped a DayApr 21 · Morning
The 5-Month Half-LifeApr 20 · 3 PM
The 8 AM CliffApr 17 · 3 PM
Thursday NoonApr 16 · Noon
The Iran Deal Is the Rate CutApr 15
The Blockade Premium Is GoneApr 14
Blockade Day 1Apr 13
Three-Wave InflationApr 12
The April 28 UnwindApr 12
The CoverApr 10
The 17% CeasefireApr 9
The Ceasefire MirageApr 8
What Trump Can MoveApr 7
Three Signals, Three DirectionsApr 6
The Collision WeekendApr 3
Three Punches. $7. 11 Minutes.Apr 2
Oil Below $100. Gold Above $4,700.Apr 1
The Mechanical BidMar 31
Asia Crashed. America Shrugged.Mar 30
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