Market Briefing

The briefing Wall Street & C-Suites are reading.

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

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

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

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

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

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

Apr 14, 2026

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10 min read

Wall Street delusion

Market Briefing

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

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

Apr 9, 2026

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8 min read

Markets gorge

Markets gorge on huge TACO, Vance to lead Iran talks as ceasefire violated, Bessent urges Congress to pass crypto bill, the president of Paramount steps down, and Deutsche Bank declares China energy 'winner'...

Market Briefing

Apr 8, 2026

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8 min read

Markets cheer

Markets cheer as Trump and Iran agree to 2-week ceasefire, oil prices crater, Intel to join Musk's Terafab, global hedge funds respond to war shocks, and Trump faces calls for removal over threats to wipe out Iran’s ‘whole civilization’...

Market Briefing

Apr 7, 2026

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8 min read

Crude awakening

Trump threatens new rampage as Iran deadline nears, Jamie Dimon warns on war inflation risks, Trump's shipping waiver does not boost US oil flows, UnitedHealth gets boost from Medicare decision, SpaceX targets early June IPO...

Market Briefing

Apr 6, 2026

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8 min read

Tick tock

Trump to Iran: "Open the F’n Strait" or face bombing Tuesday, Wall Street aims to look past Iran conflict, US inflation likely spiked in March, Tesla sees quarterly sales uptick, and Trump admin signals broad tariff refunds...

Market Briefing

Apr 2, 2026

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10 min read

Stocks drop, oil climbs

Stocks drop, oil climbs as Trump vows to hit Iran 'extremely hard', SpaceX files for IPO, US to roll out tiered tariffs on steel and aluminum, global dealmaking sees strong 2026 start, and Iran threatens to attack Nvidia, Apple and other tech giants...

Market Briefing

Apr 1, 2026

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10 min read

Hope rally

Traders trigger euphoric rally with Trump seeking war exit, average gas price hits $4/gallon, OpenAI closes record-breaking $122B funding, Microsoft closes worst quarter on Wall St since ‘08, and The highlights and lowlights of a tumultuous Q1...

Market Briefing

Mar 31, 2026

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11 min read

'Wait and see'

US oil closes above $100 for first time in years, Trump threatens to ‘obliterate’ Iran grid, Powell: Fed can 'wait and see' how war affects inflation, crypto stocks at 'big discounts', and E*Trade in talks to lead SpaceX IPO share sale...

Market Briefing

Mar 30, 2026

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10 min read

Losing patience

Trump considers seizing the oil in Iran, investors lose patience with the iran war, Wall Street eyes signs of TACO, Berkshire shares suffer longest losing streak in over 7 years, and SpaceX's listing stirs up social media frenzy, ticker bets...

Market Briefing

Mar 27, 2026

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11 min read

Stuck in a rut

The Mag 7 stocks are stuck in a rut, Trump extends pause on attacking Iran energy facilities, Iran war to push US inflation sharply higher, Big Oil to reap billions from Iran war windfall, and SpaceX to target as much as $75B in blockbuster IPO...

Market Briefing

Mar 26, 2026

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11 min read

Rejected

The world’s energy safety net is buckling, Iran rejected Trump peace proposal, Meta and Google found liable in social media addiction case, BlackRock CEO predicting ‘global recession’ if oil hits $150, and mysterious trading patterns follow Trump into war...

Market Briefing

Mar 25, 2026

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11 min read

'Dr. Doom'

Huang claims AGI has been 'achieved', 'Dr. Doom' shares his biggest economic concerns, Barclays raises 2026 year-end S&P 500 target to 7,650, Arm unveils new AI chip, and SpaceX to file for IPO as soon as this week...

Market Briefing

Mar 24, 2026

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10 min read

TACO'd again

Trump has TACO’d again sparking $1.7T rally, bonds lose $2.5T in war wipeout, Super Micro co-founder charged with smuggling chips to China, McDonald’s test humanoid robots, and Fink warns: invest in AI or risk getting left behind...

Market Briefing

Mar 23, 2026

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10 min read

Bracing for turbulence

Traders brace for turbulent open, Iran threatens US Treasury buyers as Trump’s 48-hour ultimatum looms, Musk unveils record chip-building plan, and gold whipsaws after worst week in 40 years...

Market Briefing

Mar 20, 2026

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11 min read

Triple-witching

Central banks raise the inflation alarm, Israel will not strike Iranian energy sites, gold and silver sell-off accelerates, Nvidia to sell 1 million chips to Amazon, and Wall Street faces $5.7T triple-witching jolt...

Market Briefing

Mar 19, 2026

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10 min read

Strikes on energy

Fed leaves interest rates unchanged, oil prices top $110 a barrel, Trump waives US shipping law to steady oil market, Iran and Israel trade strikes on energy facilities, and US national debt surges past $39 trillion just weeks into war...

Market Briefing

Mar 18, 2026

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12 min read

Military-industrial-financial complex

Trump ditches appeal for help in Iran war, Fed expected to hold rates, US diesel prices top $5 a gallon, K-shaped economy worsens, and a military-industrial-financial complex is rising in America...

Market Briefing

Market Briefing

No clear path

End of an era

Left behind

Firmly optimistic

Bizarre pivot

Defying gravity

Wall Street delusion

Market's next test

Taking a toll

Markets gorge

Markets cheer

Crude awakening

Tick tock

Stocks drop, oil climbs

Hope rally

'Wait and see'

Losing patience

Stuck in a rut

Rejected

'Dr. Doom'

TACO'd again

Bracing for turbulence

Triple-witching

Strikes on energy

Military-industrial-financial complex

Market Briefing

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