Welcome to the archive. Everything that was worth writing down lives here. Some of it still holds up.
9 July 2026
•
2 min read
FOMC showed 9 hawks. Dow dropped 577. PepsiCo reports this morning.
8 July 2026
WTI jumped 5.4%. Samsung chips sold off. FOMC minutes at 2pm.
7 July 2026
Russia hit Kyiv with 351 drones. SpaceX joins the Nasdaq-100 today.
6 July 2026
Gold up 1.5%. NATO opens. Iran's Supreme Leader still not found.
3 July 2026
Iran-U.S. nuclear talks pause through July 9 for Khamenei's state funeral.
2 July 2026
He also shorted Nvidia, Tesla, and the SOXX semiconductor ETF on the same filing date.
1 July 2026
Dow hit a second straight record close at 52,319 and all of it with a Gulf war running.
30 June 2026
3 min read
Hormuz war-risk insurance premiums are still running — the guns stopped, the rates didn't.
29 June 2026
1 min read
WTI rose 1.1% to $70 — oil had finished Friday at a four-month low.
