Welcome to the archive. Everything that was worth writing down lives here. Some of it still holds up.
22 July 2026
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2 min read
Oil up a 4th day to $84. Dimon won't buy stocks here.
21 July 2026
Three US troops killed in Jordan. Fed meets this week on a hike.
20 July 2026
Crude up, stocks down a third week, and no ceasefire in sight.
17 July 2026
Everything sold off except the one thing at war.
16 July 2026
A second night of fire in the Gulf, and the tape shrugged.
15 July 2026
The Iran port blockade stays in place; only the shipping toll was reversed.
14 July 2026
Oil-driven inflation fears are now outweighing gold's traditional safe-haven appeal.
13 July 2026
Four major bank earnings also print before Tuesday's open — the biggest data morning of the quarter.
10 July 2026
Iran struck three US bases. Khamenei's successor still not seen.
