A small, ad-free journal of reviews, opinions, and personal notes - published every other Sunday.
Futures were slipping while the major indexes had just posted new records. Stocks keep touching highs, but traders were waiting on CPI and watching a shaky Iran cease-fire because inflation and oil can still.
Stocks keep touching highs, but traders were waiting on CPI and watching a shaky Iran cease-fire because inflation and oil can still humble the.Continue reading →
A lab can be fully supervised and still be fragile. Leadership is what keeps quality steady when pressure hits.
Crypto weakness into Monday’s close gave a cleaner read on risk appetite than a plain stock-market recap.
Bitcoin fund inflows still point to institutional appetite, but one day of flows is not the same as a lasting trend.
A reported US$94 million Coinbase loss is a reminder that crypto confidence still depends on trust, not just adoption talk.
Stocks still have an AI growth story, but oil, yields, and the Fed keep making the rally harder to trust.
Stocks want relief from the Iran story, but oil prices and the Fed still have the power to cool the rally fast.
A quiet Sunday note with new essays, reading notes, and the occasional useful detour.