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Super Brief: Bounced, Not Cleared — Super Brief
Bounced, Not Cleared. The S&P recovered 1.08% to 7,500 and the Nasdaq jumped nearly 2%, a clean post-FOMC dip-buy. But the bounce came on no new info…
5 days, 19 hours ago
Brief: Rates Held. Guidance Didn't.
The Fed held rates exactly as expected and the market sold off anyway, because the real move was not the decision but the information architecture ar…
6 days, 19 hours ago
Brief: Warsh Walks In
The Dow closed at a record while the Nasdaq fell in the year's broadest tech rotation. The Fed delivers its first rate decision under Kevin Warsh thi…
1 week ago
Super Brief: Warsh Walks In — Super Brief
Warsh Walks In. The Fed delivers its first decision under Chair Kevin Warsh this afternoon. A hold at 3.50 to 3.75% is near certain, so the real info…
1 week ago
Brief: Fox Bought the Remote
Fox's $22 billion acquisition of Roku reprices the streaming stack as the Bank of Japan lifts rates to 1.0% this morning, its highest since 1995, wit…
1 week, 1 day ago
Super Brief: Fox Bought the Remote — Super Brief
Fox Bought the Remote. Fox is buying Roku for about $22 billion, $160 a share, ending up with 73% of the combined company. The headline reads like a …
1 week, 1 day ago
Brief: Before the Ink
The Bank of Japan opens its two-day meeting today with a rate hike to 1.0% all but certain, setting up the densest central-bank week of 2026. The Ira…
1 week, 2 days ago
Super Brief: Before the Ink — Super Brief
Before the Ink. A weekend dispatch from Egypt's $58 billion Chinese-built New Administrative Capital, engineered for millions and standing nearly emp…
1 week, 2 days ago
Brief: Demand Eats Share
A Commerce Department directive shuts down Anthropic's most powerful models overnight. The Iran deal reaches the signing table, the densest central-b…
1 week, 3 days ago
Super Brief: First Orbit — Super Brief
First Orbit. The loud event was the largest IPO in history. The structural one happened underneath it. Tokenized US equities, blockchain wrappers on …
1 week, 4 days ago