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Make-or-break

Apr 27, 2026

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3 min read

Make-or-break

Big Tech’s earnings week is make-or-break for rally, AI stock enthusiasm heats back up, oil tops $107 per barrel, path cleared for Trump's Fed pick, and US Mint buys drug cartel gold and sells it as ‘American’...

Market Briefing
Market Briefing
High stakes

Apr 24, 2026

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3 min read

High stakes

American soldier arrested for Polymarket bets, Oracle’s AI debt pushes Wall Street to the limit, Trump: Americans should expect higher gas prices, Intel’s stock soars 20% as results top estimates, and Meta, Microsoft plan cuts, affecting 23,000 jobs...

Market Briefing
Market Briefing
'Biggest product ever'

Apr 23, 2026

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4 min read

'Biggest product ever'

US says no deadline for Iran proposal, US could own up to 90% of Spirit Airlines in $500M rescue plan, Musk: Optimus robots will be 'biggest product ever', Bessent: Gulf allies requested currency swap lines, and Lululemon names former Nike exec as new CEO...

Market Briefing
Market Briefing
No clear path

Apr 22, 2026

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4 min read

No clear path

Trump extends Iran ceasefire, Warsh still has no clear path to confirmation after Senate hearing, Japan’s Nikkei 225 rises to record high, Adobe announces $25 billion stock buyback, and Amazon launches GLP-1 weight loss program...

Market Briefing
Market Briefing
End of an era

Apr 21, 2026

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3 min read

End of an era

Apple CEO Tim Cook steps down, Investors are misreading news about the Iran war, Strait of Hormuz starts resembling a combat zone, refund portal opens for tariffs, and 'Everyone's nervous': Wells Fargo CEO said on economic sentiment...

Market Briefing
Market Briefing
Left behind

Apr 20, 2026

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3 min read

Left behind

Traders brace for renewed turmoil on Hormuz standoff, $50B worth of oil lost in 50 days of war, Europe down to six weeks of jet fuel, Berkshire shares left behind as S&P rallies to record, and traders place $760M bet on falling oil ahead of Hormuz announcement...

Market Briefing
Market Briefing
Firmly optimistic

Apr 17, 2026

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3 min read

Firmly optimistic

A firm market rally, Burry buys the dip in software, Wall Street turns gloomy on the dollar, Allbirds sinks as as 582% AI surge comes to screeching halt, and QVC files for Chapter 11 bankruptcy...

Market Briefing
Market Briefing
Bizarre pivot

Apr 16, 2026

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3 min read

Bizarre pivot

Trump risks showdown with Xi before summit, Allbirds soars 600% after bizarre rebrand as AI stock, investors return to tech stocks, Wall Street banks cut 5,000 jobs, and jury finds Live Nation illegally monopolized ticketing market...

Market Briefing
Market Briefing
Defying gravity

Apr 15, 2026

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10 min read

Defying gravity

Wall Street delusion about Mideast conflict in 3 charts, Poll: Americans hate the 2026 economy, Middle East oil production plunges, Nvidia denies Dell, HP acquisition rumor, and Meta poised to surpass Google in digital ad revenue for the first time...

Market Briefing
Market Briefing
Wall Street delusion

Apr 14, 2026

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10 min read

Wall Street delusion

Wall Street delusion about Mideast conflict in 3 charts, Poll: Americans hate the 2026 economy, Middle East oil production plunges, Nvidia denies Dell, HP acquisition rumor, and Meta poised to surpass Google in digital ad revenue for the first time...

Market Briefing
Market Briefing
Market's next test

Apr 13, 2026

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10 min read

Market's next test

Trump: US will blockade Hormuz Strait, US-Iran impasse to stem relief rally, the market’s next test is already here, wary investors eye another escalation, consumer sentiment plummets to record low...

Market Briefing
Market Briefing
Taking a toll

Apr 10, 2026

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8 min read

Taking a toll

Hormuz stays shut as Trump demands Iran stop tolls, SpaceX bankers game plan for expected record-shattering IPO, Senate committee delays Fed nominee's hearing, White House warns staff on insider trading, and Palantir plunges after Michael Burry comment...

Market Briefing
Market Briefing
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Market Briefing

Market Briefing

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