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Aug 4, 2026
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6 min read
Trump called out Chevron's CEO by name. Palantir surged 15% on 149% U.S. commercial growth. 25 AGs sued the tariff framework. AI drives one-third of GDP. Every Fed official is publicly taking sides before Cook speaks.
Aug 3, 2026
5 min read
Amazon crossed $3 trillion. ISM Manufacturing hit a four-year high. Williams held the dovish line publicly. Bessent's to-do list had "buy yen" on it. SpaceX reports tomorrow into $8B in short seller profits.
Trump called off Iran strikes and WTI dropped sharply. Amazon drove 75% of S&P earnings growth via Anthropic paper gains. The U.S. confirmed yen coordination. AstraZeneca and BMY are in merger talks. Payrolls Friday.
Aug 2, 2026
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.