Welcome to the archive. Everything that was worth writing down lives here. Some of it still holds up.
26 June 2026
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2 min read
Core PCE also beat forecasts — now 210 basis points above the Fed's target.
25 June 2026
1 min read
The Nasdaq 100 was on pace to lose $1 trillion this week before Micron reported.
24 June 2026
Samsung and SK Hynix each shed 12% after MSCI kept South Korea in emerging markets.
23 June 2026
Gold climbed 1% to $4,199; Rubio departs for the Gulf today.
22 June 2026
Oil near $77, gold sliding, and a ceasefire nobody quite trusts.
19 June 2026
Neither Apple nor Intel has confirmed the arrangement.
18 June 2026
Finland voted 125-61 to allow NATO nuclear storage on its soil for the first time.
17 June 2026
The dot plot and 2pm press conference carry more weight than the rate call.
16 June 2026
Mine-clearing could take weeks; insurers haven't signed off on tanker transits yet.
