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J&J Carve-Out | Redwood 425M | Kalshi CPI | 100-Home Ban

Feb 20, 2026

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12 min read

J&J Carve-Out | Redwood 425M | Kalshi CPI | 100-Home Ban

Safe-haven flows met firmer data. At the same time, AI builders hit power limits and J&J explored a sale. Different headlines, same message: the bar moved higher.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Silver Spikes | Record Imports | Uber Fights Waymo | Copper Pivot

Feb 19, 2026

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11 min read

Silver Spikes | Record Imports | Uber Fights Waymo | Copper Pivot

Costs are moving under the surface. Some companies redesign. Others tighten guidance. The difference is starting to show up in earnings quality.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Oil Edges Higher | Fed Divides | Hassett Pushes Back

Feb 19, 2026

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12 min read

Oil Edges Higher | Fed Divides | Hassett Pushes Back

Compute kept control, but capital is asking harder questions. Oil nudged the rate conversation while AI moved from feature to revenue line.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Fed Divided | Nvidia Leads | Housing Lags | Mortgages Rewired

Feb 18, 2026

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12 min read

Fed Divided | Nvidia Leads | Housing Lags | Mortgages Rewired

Chips led the rebound, but not all tech was invited. The market is rewarding strength, and questioning everything else.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
AI Land Grab | Japan Power Bet | Housing Crowded Out | Defense Funds

Feb 18, 2026

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12 min read

AI Land Grab | Japan Power Bet | Housing Crowded Out | Defense Funds

AI capex accelerates as soybean exports slump and freight rates soften. Infrastructure wins capital. Trade loses it.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Fed Holds Firm | Immigration Slows Jobs | Banks Catch Bid

Feb 17, 2026

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10 min read

Fed Holds Firm | Immigration Slows Jobs | Banks Catch Bid

Inflation restraint, AI buildouts, and boardroom pressure collided in one session. The surface looked steady. The subtext was selective.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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