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BOJ Hiked | JPMorgan's Red Lines Gone | Claude Hacked OpenAI | Prices Up

Sep 18, 2026

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5 min read

BOJ Hiked | JPMorgan's Red Lines Gone | Claude Hacked OpenAI | Prices Up

Container rates are within striking distance of the pandemic record. Three researchers used Claude to access OpenAI's source code. Prices are 27% above January 2021 with weeks to the midterms.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
CoreWeave Raised $6B in One Day | Private Credit Chaos | SEC Opens Tokenized Stocks

Sep 17, 2026

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5 min read

CoreWeave Raised $6B in One Day | Private Credit Chaos | SEC Opens Tokenized Stocks

Hormuz has been effectively shut for 200 days. Lennar cut its delivery outlook with earnings near half last year. CoreWeave raised debt and equity on the same day. The SEC opened tokenized stocks two days after Congress failed.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Trump vs the Board | Airlines Cut Fuel | Hike Closed the Exit Window | OpenAI Failures

Sep 17, 2026

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6 min read

Trump vs the Board | Airlines Cut Fuel | Hike Closed the Exit Window | OpenAI Failures

Trump kept Warsh but called the board hostile and demanded 1% rates. Three airlines cut capacity despite strong demand. Saudi says half the pipeline back in days. The hike pulled Holtec's IPO. OpenAI published six model failures it was not required to disclose.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Fed Hikes Unanimously | Diesel Pass-Through Coming | Chips Rose on a Down Day

Sep 16, 2026

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5 min read

Fed Hikes Unanimously | Diesel Pass-Through Coming | Chips Rose on a Down Day

The Fed hiked 12-0. The dot plot showed one more hike this year. Diesel pass-through hits goods prices in October-November. J.B. Hunt cut guidance. Chips rose on a down tape.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Shorts at Extreme Into Fed Day | CBO Prices the War | Businesses Can't Agree

Sep 16, 2026

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5 min read

Shorts at Extreme Into Fed Day | CBO Prices the War | Businesses Can't Agree

Bond shorts are at a tactical extreme heading into the Fed vote. Americans paid $107B extra for fuel on a 3% savings rate. Businesses are split on whether any of it is temporary. Freight to Asia hit a record.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Mortgages Cross 7% | AI Regulation Rejected Thrice | Salesforce Builds Its Own Model

Sep 15, 2026

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5 min read

Mortgages Cross 7% | AI Regulation Rejected Thrice | Salesforce Builds Its Own Model

Three officials rejected AI regulation on the same day. Salesforce built a reasoning model to stop routing prompts to the labs. China's factories are growing but consumers are not.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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