Welcome to the archive. Everything that was worth writing down lives here. Some of it still holds up.
20 May 2026
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1 min read
New Fed chair, no Hormuz deal, and a market that took it badly.
19 May 2026
2 min read
Oil down slightly, yields up, and the Fed has a new boss who may need to hike.
18 May 2026
The ceasefire held for six weeks. Then Sunday happened.
12 May 2026
The hottest inflation print since May 2023 landed just as oil broke $101 and the Iran situation started unraveling again. Not the Tuesday anyone wanted.
8 May 2026
Oil, Iran, and a war nobody's winning — all before the opening bell.
6 May 2026
Records on Wall Street, a parliament mocking the White House, and oil's biggest drop since February.
