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Oil at Six-Week High | Memory Chips Rally | Data Center Backlash | Anthropic Drops Deal

Sep 8, 2026

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6 min read

Oil at Six-Week High | Memory Chips Rally | Data Center Backlash | Anthropic Drops Deal

Iranian oil money runs out by October. Memory stocks rallied on Astra. Data center moratoriums are spreading. Anthropic walked from a $6B deal before its IPO.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Wall Street's Unruly Season Starts Now

Sep 7, 2026

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4 min read

Wall Street's Unruly Season Starts Now

Nearly 100 years of data say this month is different. This year it comes with real tests.

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

Sep 6, 2026

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6 min read

Financial Market News | Sunday Outlook

The Print That Decides It

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

Sep 5, 2026

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5 min read

Financial Market News | Saturday Review

The Week the AI Trade Met the Bond Market

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
FICO Loses | Norway Treasuries | Diesel Breaks Record | Lulu and Tesla Reprice

Sep 4, 2026

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5 min read

FICO Loses | Norway Treasuries | Diesel Breaks Record | Lulu and Tesla Reprice

162K jobs removed the cover for holding rates. FICO lost its monopoly on mortgage credit. Norway's oil fund is cutting Treasuries. Diesel broke the 2022 record. Lululemon and Tesla repriced as rate odds shifted.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
NFP Crushes Estimates | Record IG Supply | VW Cuts | Manager Purge | Oura Files

Sep 4, 2026

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5 min read

NFP Crushes Estimates | Record IG Supply | VW Cuts | Manager Purge | Oura Files

Payrolls added 162,000 jobs in August, triple what was expected. Record corporate bond supply lands into a crowded market. Volkswagen doubled its job cuts. Managers are disappearing. Oura filed into the most crowded IPO window of the year.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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