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The median S&P 500 stock is down 16%. Nobody is talking about it.

Sep 29, 2026

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9 min read

The median S&P 500 stock is down 16%. Nobody is talking about it.

Goldman flags the worst breadth since 2000. Nvidia answers with a record buyback. Oil above $106. Data day ahead.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Trump killed the Hormuz deal. Oil is repricing everything.

Sep 28, 2026

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8 min read

Trump killed the Hormuz deal. Oil is repricing everything.

Brent back above $106. 10-year at 5.21%. Futures down 0.4%. And the Fed just hiked ten days ago.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Two data releases, one summit, and a bond market that answers to nobody

Sep 25, 2026

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8 min read

Two data releases, one summit, and a bond market that answers to nobody

Durable goods and Michigan sentiment land this morning. Costco crushed overnight. The 30-year is rewriting every valuation model in the room.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The strongest business activity in five years is pushing the Fed toward another hike

Sep 24, 2026

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7 min read

The strongest business activity in five years is pushing the Fed toward another hike

Flash PMI at 58.4. 10-year at 5.12%. Oil snaps back. Darden and Costco today. Jobless claims at 8:30.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Four chipmakers are now worth $1 trillion . Something has to give.

Sep 23, 2026

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8 min read

Four chipmakers are now worth $1 trillion . Something has to give.

AMD crossed the line Monday. Intel surged 12%. Trump told the UN he'd "annihilate" Iran or make a deal.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
It wasn't a GPU day. It was a CPU day.

Sep 22, 2026

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7 min read

It wasn't a GPU day. It was a CPU day.

Intel +12%, AMD +10%, Arm +17%. The AI trade just rotated beneath your feet. Nvidia barely moved.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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