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Nuclear Strike Escalates War | G7 Meets | China Buys Farms

May 18, 2026

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5 min read

Nuclear Strike Escalates War | G7 Meets | China Buys Farms

A drone reached the UAE's nuclear power plant over the weekend. G7 finance ministers opened in Paris Monday with Hormuz, yields, and the June oil deadline all on the table.

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

May 17, 2026

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6 min read

Financial Market News | Sunday Outlook

The Week Nvidia Has to Justify $5.7 Trillion

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The Week Five Inflation Prints Broke the Fed's Options

May 16, 2026

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6 min read

The Week Five Inflation Prints Broke the Fed's Options

Private credit moved through three crisis stages in five days. The AI IPO window opened. And every inflation number the government released came in above expectations.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Microsoft Valuation Debate Grows | Copper Reverses | Samsung Workers Quit

May 15, 2026

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6 min read

Microsoft Valuation Debate Grows | Copper Reverses | Samsung Workers Quit

The week ended with oil buffers nearly gone, commodity markets reversing, and Cerebras's valuation math arriving after the confetti.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Beijing Closes Talks | Treasury Markets Shift | Apple Alliance Weakens

May 15, 2026

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5 min read

Beijing Closes Talks | Treasury Markets Shift | Apple Alliance Weakens

Beijing talks ended with conflicting narratives Friday as bond yields surged, SpaceX prepared its IPO filing, and OpenAI moved toward legal action against Apple.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
China Delays | Cerebras Higher | Summit Deal

May 14, 2026

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6 min read

China Delays | Cerebras Higher | Summit Deal

Import prices posted their largest increase since 2022 while Cerebras soared, chip sales stalled, and private credit pressures intensified.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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