Mar 14, 2026
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9 min read
Our updated list of the market's top stocks.
Mar 13, 2026
13 min read
RIP: the Mag Seven, Inflation, Q4 GDP, and anyone long Ulta Beauty
Mar 12, 2026
14 min read
RIP: private credit liquidity, tanker insurance, and the word “transitory”
Mar 11, 2026
12 min read
RIP: calm oil, clean rallies, and “the war premium is gone”
Mar 10, 2026
RIP: mine-layers, mixed messages, and anyone short Oracle
Mar 9, 2026
RIP: calm markets, clean macro narratives, and anyone who thought Monday would be boring.
Mar 8, 2026
What you need to know for the week ahead.
Mar 7, 2026
7 min read
Mar 6, 2026
RIP: payroll shock, $90+ oil, Hormuz choke, private‐credit gates, and another broad risk‐off day.
Mar 5, 2026
RIP: Your tariff refunds arriving in 2035
Mar 4, 2026
RIP: War‐powers failure, Bitcoin Bank rally, Beige Book yellow flags, Broadcom relief rally
Mar 3, 2026
11 min read
IP: Hormuz fear bid, oil shock jitters, AI earnings cruelty, Moderna legal relief, and another risk-off grind.
