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The First Six Months Repriced Almost Everything.

Jul 3, 2026

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6 min read

The First Six Months Repriced Almost Everything.

Markets are closed today for the observed Fourth of July holiday. The first half of 2026 was less about surprises than transitions. A new Fed chair. Trade policy in the courts. A war that reshaped energy. AI that moved from narrative to contracted demand. Capital markets that reopened. Here is the recap, and the questions that carry forward.

Dio Pouerie, +1

Zuck picked the wallet up off the table

Jul 2, 2026

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5 min read

Zuck picked the wallet up off the table

Meta goes cloud, CoreWeave loses 10%, Warsh scolds prices in Portugal, and jobs day arrives a day early.

Dio Pouerie, +1

Nike says the quiet part. The market isn't listening yet.

Jul 1, 2026

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5 min read

Nike says the quiet part. The market isn't listening yet.

Nike falls after hours, Constellation's flagship beers shrinking, JOLTS hotter than forecast, Warsh in Sintra today.

Dio Pouerie, +1

The Dow crosses 52,000. Now what?

Jun 30, 2026

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5 min read

The Dow crosses 52,000. Now what?

Comcast splits itself in two. Rocket Lab buys its way past Iridium. And a Belgian cookie company quietly outran the Mag 7.

Dio Pouerie, +1

The ceasefire had the worst weekend of its life

Jun 29, 2026

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7 min read

The ceasefire had the worst weekend of its life

Iran struck Bahrain and Kuwait. Trump threatened annihilation. And then both sides blinked. Markets open with oil rising and talks moving to Doha.

Dio Pouerie, +1

PM Slate: The IPO that broke the queue

Jun 26, 2026

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5 min read

PM Slate: The IPO that broke the queue

OpenAI blinks. Nasdaq drops four straight. Healthcare runs. And oil keeps falling.

Dio Pouerie, +1