Market Notes

Market Notes

The Fed's $233 Billion Hole Is Shrinking, Not Growing, 2026

Sep 22, 2026

Market Notes

SpaceX Is in QQQ, Not the S&P 500. Anthropic Is Next, 2026

Sep 19, 2026

Market Notes

Washington Is Writing Rules on Who Buys the Debt, 2026

Sep 15, 2026

Market Notes

Treasury's Buyback Restarts at $6 Billion, September 2026

Sep 10, 2026

Market Notes

Anthropic's S-1 Is an Accounting Test for AI in 2026

Sep 3, 2026

Market Notes

AI Data Center Debt Is Sitting in Insurance Money, 2026

Sep 1, 2026

Market Notes

Treasury's Buyback Bought 2 Days of Lower Yields in 2026

Aug 27, 2026

Market Notes

America's Gold Is Still Priced at $42 an Ounce in 2026

Aug 25, 2026

Market Notes

The 30-Year Hit 5.31% and Treasury Stepped In, August 2026

Aug 20, 2026

Market Notes

The S&P 500's Top 10 Is 37% and Mostly One Trade in 2026

Aug 18, 2026

Market Notes

Japan Pays 4% at Home Now. US Yields Won't Fall in 2026

Aug 13, 2026

Market Notes

The July 2026 Jobs Miss Went to Gold, Not to Bonds

Aug 11, 2026