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A Memorial Day Read on the Market's Oldest Summer Trade

May 25, 2026

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7 min read

A Memorial Day Read on the Market's Oldest Summer Trade

A 300-year-old adage resurfaces every spring. The data behind it is real, just not the way most investors use it. The pattern has weakened, the risk profile has flipped, and in 2026, oil, rates, and the tariff courtroom carry more votes than any almanac.

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

May 24, 2026

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6 min read

Financial Market News | Sunday Outlook

The Week the Numbers Have to Match the Story

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

May 23, 2026

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6 min read

Financial Market News | Saturday Review

Nvidia beat by $2.7 billion and conceded China in the same sentence. SpaceX filed. Anthropic turned profitable. The assumptions behind all of it are already being tested.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Rate Hikes Return |  Workday Surprises Higher | Saudi-UAE Align

May 22, 2026

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5 min read

Rate Hikes Return | Workday Surprises Higher | Saudi-UAE Align

Friday closed with the rally's assumptions under visible strain as rates, inflation expectations, and consumer pressure all moved higher together.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Starship Problems Persist | Consumer Stress Grows | IPOs Face Regulations

May 22, 2026

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5 min read

Starship Problems Persist | Consumer Stress Grows | IPOs Face Regulations

Nvidia's Huang projected AI infrastructure spending quadrupling Wall Street forecasts while SpaceX immediately faced the risks inside its own filing.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Consumers Buy Less | Grok Trails Rivals | Warsh Cornered

May 21, 2026

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6 min read

Consumers Buy Less | Grok Trails Rivals | Warsh Cornered

Anthropic's potential Microsoft chip deal would reshape its IPO story from supply constraint risk into infrastructure diversification strength.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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