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Aug 26, 2026
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7 min read
PCE first, Nvidia after the close. Gold's up 15% in a month. Warsh speaks Friday. Big day.
Aug 25, 2026
8 min read
Operation Economic Outcast lands with a cure period, Nvidia Wednesday, PCE Wednesday.
Aug 24, 2026
US-Canada tariff war is on. Nvidia's servers cost 15% more. Fed hike odds live at 30%. PCE and NVDA drop Wednesday.
Aug 21, 2026
Walmart's comps missed for the first time in years. Ross beat by 43%. Off-price is where the American wallet lives.
Aug 20, 2026
The tariff-refund tell in retail earnings. Walmart's turn today. Bessent leans on the long end. UAE severs Iran trade.
Aug 19, 2026
6 min read
30-year yield at 19-year high. Nikkei down 3%. Fed minutes at 2 PM. And Jensen just wrote a $105 billion IOU.