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Victory lap

Aug 28, 2026

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3 min read

Victory lap

Nvidia breaks its post-earnings curse, Alphabet sheds $700B in market value, Venezuela weighs OPEC exit, Citadel notches record $7.3B trading revenue, and Trump family crypto bank backed by Abu Dhabi royal...

Market Briefing
Market Briefing
Blowout

Aug 27, 2026

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4 min read

Blowout

Nvidia posts blowout quarter, global trade tensions grow with no end in sight, dollar and bond markets 'on edge', Meta to pay $18B in social media claims, and Apple sets iPhone launch event for Sept. 9 under new CEO...

Market Briefing
Market Briefing
Retaliation

Aug 26, 2026

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3 min read

Retaliation

Canada strikes back with retaliatory tariffs, all eyes on Nvidia earnings, Trump discloses over 1,000 new stock trades, hedge fund legend slams Treasury's bond buybacks, and SpaceX plans to build the ‘biggest launch site on Earth’...

Market Briefing
Market Briefing
Keeps the party going

Aug 25, 2026

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3 min read

Keeps the party going

Investors counting on Nvidia to keep the AI party going, Nvidia sees 7th-straight drop ahead of earnings, Wall Street rotating out of 2026's biggest winners, the gold rally gains momentum, and US tells Iran’s trade partners to cut ties or face sanctions...

Market Briefing
Market Briefing
No easy fix

Aug 24, 2026

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3 min read

No easy fix

Bessent has no easy fix for bond yields, US-Canada rift deepens over tariffs, the return of the debasement trade, Nvidia customers notified about price hikes, and Trump discloses 1,000 stock trades in June...

Market Briefing
Market Briefing
Buybacks ahead

Aug 21, 2026

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3 min read

Buybacks ahead

Treasury yields rebound, Bessent signals more Treasury buybacks ahead, Fed and Treasury appear at odds when it comes to the markets, the software buyout wave is upon us, and Walmart posts weakest sales growth in six years...

Market Briefing
Market Briefing
Doubling down

Aug 20, 2026

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3 min read

Doubling down

US national debt surpasses $40 trillion, Treasury doubles down, Bessent most interventionist Treasury Chief in decades, Moderna skyrockets, and Trump says US starting 'economic warfare' operation against Iran...

Market Briefing
Market Briefing
No end in sight

Aug 19, 2026

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4 min read

No end in sight

Nvidia, AMD, Micron lead chip stocks selloff, Wall Street sees no end in sight to global bond selloff, Unitree pops 542% in Shanghai debut, AI optimism fades among young adults, and Wall Street may have found its party pooper...

Market Briefing
Market Briefing
Bond selloff

Aug 18, 2026

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3 min read

Bond selloff

Bond selloff drives 30-year yields to highest since 2007, Nvidia to provide up to $10B backstop for OpenAI data center, US awards Raytheon $22.9B deal, Nike hits 12-year low, and SpaceX's major investors are finally visible...

Market Briefing
Market Briefing
Flipping the script

Aug 17, 2026

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3 min read

Flipping the script

Markets just flipped the script on Warsh's Fed, 20-yr bond sale to test demand, stock-picking funds are performing worse than ever, JPMorgan could soon be the first $1 trillion bank, and Trump family’s World Liberty Fi gets preliminary approval to launch a bank...]

Market Briefing
Market Briefing
AI comebacks

Aug 14, 2026

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3 min read

AI comebacks

Costliest US bond sale since ’01, Musk and Zuck make AI comebacks, Ackman buys Netflix again four years after exit, Workday posts best day in 10 years on Silver Lake takeover, and CXMT becomes China’s most valuable company...

Market Briefing
Market Briefing
Too good to be true

Aug 13, 2026

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3 min read

Too good to be true

Markets get inflation relief, cooler CPI bolsters case for Fed to hold rates, US sent back $33.4B in tariff refunds in July, CoreWeave stock surge gives the AI Trade a boost, and S&P earnings are so good investors are starting to worry...

Market Briefing
Market Briefing
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Market Briefing

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