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The two-year yield jumped 40 basis points in a week. Producer prices help size the Fed's next hike.

Nov 13, 2026

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9 min read

The two-year yield jumped 40 basis points in a week. Producer prices help size the Fed's next hike.

Two Fed presidents split on it within hours, Cisco beat and raised and gave it back, and the yen is back at 160.

Dio Pouerie, +1

Sunday, Nvidia's board said "confidence." Wednesday, it reportedly met on removal.

Nov 12, 2026

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9 min read

Sunday, Nvidia's board said "confidence." Wednesday, it reportedly met on removal.

The stock is indicated 7% lower, an exit bet jumped from 17 cents to 72, and bonds reopen into a 2026 dollar high.

Dio Pouerie, +1

$10 billion in sales, $10.9 billion in losses. Who pays for AI now?

Nov 11, 2026

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9 min read

$10 billion in sales, $10.9 billion in losses. Who pays for AI now?

OpenAI's quarter, CoreWeave's $846 million interest bill and a Fed official naming AI financing. Bonds are shut today.

Dio Pouerie, +1

Strategy is buying back its own stock faster than bitcoin.

Nov 10, 2026

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8 min read

Strategy is buying back its own stock faster than bitcoin.

It spent 2.3x more on its preferred than on coins. NYSE picked Avalanche, and bitcoin barely moved. MSCI rules Wednesday.

Dio Pouerie, +1

CoreWeave’s stock bounced 6%. Its bonds still yield 16%.

Nov 9, 2026

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9 min read

CoreWeave’s stock bounced 6%. Its bonds still yield 16%.

The AI builders report this week. Lenders already gave their verdict.

Dio Pouerie, +1

The December hike bet sits near 70%. Tuesday's CPI gets the next vote.

Nov 8, 2026

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6 min read

The December hike bet sits near 70%. Tuesday's CPI gets the next vote.

Plus two Iran contracts still in dispute, a Senate trade waiting on its fine print and $125 billion of Treasury supply.

Dio Pouerie, +1

Market News Is Everywhere. The Read Is Here.

The two-year yield jumped 40 basis points in a week. Producer prices help size the Fed's next hike.

Sunday, Nvidia's board said "confidence." Wednesday, it reportedly met on removal.

$10 billion in sales, $10.9 billion in losses. Who pays for AI now?

Strategy is buying back its own stock faster than bitcoin.

CoreWeave’s stock bounced 6%. Its bonds still yield 16%.

The December hike bet sits near 70%. Tuesday's CPI gets the next vote.

Market News Is Everywhere.
The Read Is Here.