Market Notes

Market Notes

Over Half of SK Hynix's 2028 Memory Is Locked In, 2026

Nov 5, 2026

Market Notes

Bessent Blames Oil for 5% Yields. The Data Doesn't, 2026

Nov 3, 2026

Market Notes

Gold Held $4,000. The US Still Books It at $42 in 2026

Oct 29, 2026

Market Notes

Meta's 2-for-1 Split Is a Funding Move, Not a Reward, 2026

Oct 27, 2026

Market Notes

Oil Hit $110 as Stocks Priced an Iran Deal, October 2026

Oct 22, 2026

Market Notes

43% of Builders Cut Prices. Buyers Still Can't Buy, 2026

Oct 20, 2026

Market Notes

CPI Hit 3.7% and the 10-Year Fell Anyway, October 2026

Oct 15, 2026

Market Notes

OpenAI's Revenue Didn't Fall. The AI Trade Did, 2026

Oct 13, 2026

Market Notes

Bitcoin's Next Leg Needs 5.28% Yields to Fall, 2026

Oct 8, 2026

Market Notes

Interest Costs Top $1 Trillion and the Fed Hiked, 2026

Oct 6, 2026

Market Notes

The AI Buildout's Cracks Are in the Debt, October 2026

Oct 1, 2026

Market Notes

Oil Peaked September 15. The 10-Year Kept Going, 2026

Sep 29, 2026