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Brief: The AI Selloff Started in Seoul
Tuesday found the fault line Monday's calm was hiding. South Korea's KOSPI fell 8% and tripped a circuit breaker, SK Hynix and Samsung down more than…
6 hours ago
Brief: Peace Broke the Bull Case
Monday's reopen after the five-day break split the tape: small caps broke a record while megacap tech bled from an AI talent exodus. But the day's re…
1 day, 6 hours ago
Super Brief: Peace Broke the Bull Case — Super Brief
Peace Broke the Bull Case. The Russell clearing 3,000 while the Nasdaq slips is the widest small-over-large split in months, duration beating growth.…
1 day, 6 hours ago
Brief: Five Days, One Open
The US tape has not traded since Thursday. In the dark, the Switzerland round stalled without quite breaking, Iran declared the strait shut again whi…
2 days, 6 hours ago
Super Brief: Five Days, One Open — Super Brief
Five Days, One Open. Five days clear into one open, so Monday's candle holds more risk than the four quiet sessions before it. Bitcoin looks firm nea…
2 days, 6 hours ago
Brief: What Monday Prices
Markets have not moved since Thursday's close. A collapsing Iran track, a silent Fed, and a minerals policy that deepens the dependence it claims to …
3 days, 6 hours ago
Super Brief: What Monday Prices — Super Brief
What Monday Prices. Washington's answer to Chinese mineral leverage is the familiar trio: stockpile, subsidize, reshore. It is now pointed at gallium…
3 days, 6 hours ago
Brief: Nothing Settled
The Iran deal signed Wednesday collapsed before its own ceremony, with Geneva postponed and the ceasefire it was meant to stabilize fraying on the Le…
4 days, 6 hours ago
Super Brief: Nothing Settled — Super Brief
Nothing Settled. The Iran nuclear MOU signed Wednesday collapsed before its own Geneva ceremony. The signing was downgraded to a conditional meeting,…
4 days, 6 hours ago
Brief: Bounced, Not Cleared
Equities bought the dip from the post-FOMC selloff while the bond market quietly flattened, two time horizons reading the same data and reaching oppo…
5 days, 6 hours ago