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Buffers Gone | Hedge Funds Own 7% of Treasuries | Hike May Rally Stocks

Sep 15, 2026

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5 min read

Buffers Gone | Hedge Funds Own 7% of Treasuries | Hike May Rally Stocks

Chevron says the buffers are gone; the administration says temporary. Hedge funds hold a record share of Treasuries. Wall Street wants a hike because it expects stocks to rally. Amazon's Gulf data centers are still dark six months on.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
10-Year Prints 5% | Chips Fall on an Essay | Enterprise Data War | Trump vs AI Safety

Sep 14, 2026

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5 min read

10-Year Prints 5% | Chips Fall on an Essay | Enterprise Data War | Trump vs AI Safety

Saudi satellite images confirmed a burned pump station. Chip stocks fell on two essays with no order book changes. Enterprise buyers are restricting AI models over data terms. Trump called the safety push a conspiracy.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Warsh in a Vise | Commodities at a Decade High | AI Leaders Call Slowdown

Sep 14, 2026

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6 min read

Warsh in a Vise | Commodities at a Decade High | AI Leaders Call Slowdown

Warsh faces three internal dissenters and a White House that reversed itself in 48 hours. Wheat, soybeans, and corn are all at multi-year highs. The AI CEOs called for a slowdown. Nvidia may anchor Anthropic's IPO.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Financial Market News | Sunday Outlook

Sep 13, 2026

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6 min read

Financial Market News | Sunday Outlook

The Hike Is Priced. The Forecast Is Not.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Financial Market News | Saturday Review

Sep 12, 2026

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5 min read

Financial Market News | Saturday Review

The Week the Fed's Number Was Set Somewhere Else

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Chevron's Buffers Gone | Four Dragons All Listed | Eight Banks to Hike

Sep 11, 2026

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6 min read

Chevron's Buffers Gone | Four Dragons All Listed | Eight Banks to Hike

Core CPI locked in the September hike. Consumer sentiment hit its second-lowest reading ever. Chevron said the oil market's buffers have played out. All four of China's AI chipmakers are now public. Eight central banks are expected to hike before year-end.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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