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Latest Reads

Clear takes. Smart signals. Every morning.

Hot inflation, lower yields and a Kospi circuit breaker

Oct 15, 2026

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7 min read

Hot inflation, lower yields and a Kospi circuit breaker

Core prices beat forecasts. Then the 10-year closed lower and AI credit took the hit.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Goldman crushed it. JPMorgan didn't. Now ASML faces the AI verdict.

Oct 14, 2026

•

7 min read

Goldman crushed it. JPMorgan didn't. Now ASML faces the AI verdict.

September CPI drops at 8:30 AM. Williams kills the 2027 hike. Corporate buybacks reopen tomorrow. Three stories. One morning.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Can JPMorgan and Goldman rescue a morning the chip trade is trying to wreck?

Oct 13, 2026

•

7 min read

Can JPMorgan and Goldman rescue a morning the chip trade is trying to wreck?

Asia's chip stocks crashed overnight. Wall Street's four biggest banks report before 8 AM. And CPI is 24 hours away.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
An unconfirmed truce, a four-year-old bull and an 11% AI loan

Oct 12, 2026

•

7 min read

An unconfirmed truce, a four-year-old bull and an 11% AI loan

Diesel priced the headline. Crude priced the Gulf. Broadcom's CEO says capital may be AI's biggest constraint.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Earnings season just started. It's already telling two different stories.

Oct 9, 2026

•

6 min read

Earnings season just started. It's already telling two different stories.

PepsiCo cuts its outlook. Moderna rejoins the Nasdaq-100. SpaceX rattles the phone giants.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Record stocks and 2002 yields walked into October

Oct 8, 2026

•

7 min read

Record stocks and 2002 yields walked into October

FOMC minutes lean hawkish. BofA wants two more hikes. Marvell targets $90B in revenue by 2031. And oil won't sit down.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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