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Aug 2, 2026
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6 min read
The Week the New Framework Gets Tested
Aug 1, 2026
The Week the AI Trade Learned Its Own Ceiling
Jul 31, 2026
4 min read
Three Fed dissenters published coordinated statements naming a hike series. Big Oil posted record profits. Amazon surged 15%, Apple fell 9%. The U.S. confirmed yen coordination. The KOSPI had its best day in history.
5 min read
Amazon jumped 12% on record AWS growth. Apple fell 7% on supply constraints. Claude hacked three companies. The BOJ held but warned inflation is accelerating. And Anthropic is raising $15B backed by Google.
Jul 30, 2026
GDP missed but AI capex drove more than half of it. A $45B AI hedge fund blew up and Citadel bought the wreckage. PCE cooled. The yen surged. Every major central bank now splits the same way.
Microsoft jumped 8%, Meta fell 10%. Warsh's press conference triggered a bond rout. The Pentagon committed $120B to missiles and subs. And retail sold memory at COVID-crash pace.