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Apr 1, 2026
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14 min read
Let that sink in
Mar 31, 2026
13 min read
RIP: consumer margins, tariff calm, and anyone short semis
Mar 30, 2026
15 min read
RIP: rate hike fears, Robinhood's SpaceX dreams, and the semiconductor bull case
Mar 29, 2026
12 min read
Mar 28, 2026
7 min read
Our updated list of the market's top stocks.
Mar 27, 2026
RIP: Bitcoin's resilience, ARM's victory lap, and the bull case for leisure travel
Mar 26, 2026
RIP: chip bulls and easy hardware demand math
Mar 25, 2026
RIP: energy dominance and the quiet war premium
Mar 24, 2026
RIP: quiet Tuesdays and the idea that Arm just licenses chips
Mar 23, 2026
RIP: the oil premium, Estée Lauder's turnaround narrative, and Kalshi's sports markets
Mar 22, 2026
11 min read
Mar 21, 2026
Mar 20, 2026
RIP: the 200-day moving average, correction territory, and Kalshi's Nevada business.
Mar 19, 2026
RIP: gold's haven status, Micron's post-earnings pop, and anyone holding precious metals this month
Mar 18, 2026
RIP: the dot plot, cheap wholesale prices
Mar 17, 2026
RIP: the Fed's inflation target, Lululemon's Americas comps, and anyone expecting a dovish Powell tomorrow
Mar 16, 2026
RIP: the bears, Nvidia's old forecast, and crude's brief visit to $93
Mar 15, 2026
Mar 14, 2026
9 min read
Mar 13, 2026
RIP: the Mag Seven, Inflation, Q4 GDP, and anyone long Ulta Beauty
Mar 12, 2026
RIP: private credit liquidity, tanker insurance, and the word “transitory”
Mar 11, 2026
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.