Home
My approach
Publications
Logo
Sign Up
Logo

Publications

 7,600 and the president doesn't care

7,600 and the president doesn't care

Nvidia unveiled the AI PC. Oil spiked 5%. Trump shrugged off Iran. Stocks hit records.

Jun 1, 2026

Dell just validated the whole trade

Dell just validated the whole trade

Revenue beat by 24%. Raised guidance 19% above the Street. Ninth straight winning week.

May 29, 2026

PCE at a three-year high. Market didn't care.

PCE at a three-year high. Market didn't care.

Snowflake surged 36%. Nvidia fell 1%. The AI trade just changed hands.

May 28, 2026

Oil below $90. Dow at a record.

Oil below $90. Dow at a record.

WTI crashed 5.5%. Iran says Strait reopens in a month. The White House called it a fabrication.

May 27, 2026

S&P record. Dow fell. Read both.

S&P record. Dow fell. Read both.

Nasdaq surged 1.2%. Yields dropped 7 basis points. Oil hit a five-week low. And the Dow lost 118.

May 26, 2026

The deal that changes everything

The deal that changes everything

Iran framework landed over the weekend. Brent below $100. Tuesday's open writes the next chapter.

May 25, 2026

Load more

© 2026 Today In Perspective by Everest Media Brands LLC

Terms & Conditions