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5.185% on the thirty-year

5.185% on the thirty-year

Highest since 2007. Home Depot beat. Trump called off the strike. Stocks still fell.

May 19, 2026

Dow up, Russell down 2.4%

Dow up, Russell down 2.4%

Memory chips cracked. Iran's clock is ticking. Money is hiding in the biggest names.

May 18, 2026

The Week Gave It Back in One Day

The Week Gave It Back in One Day

S&P fell 1.2%. Yields hit a year high. Powell's out. Nvidia in five days.

May 15, 2026

7,500 and 50,000 in the Same Session

7,500 and 50,000 in the Same Session

Cisco nearly doubled its AI orders. Cerebras soared in its debut. The Dow came back.

May 14, 2026

6% and They Bought It Anyway

6% and They Bought It Anyway

Wholesale inflation tripled estimates. Yields hit 2026 highs. Nasdaq: new record.

May 13, 2026

3.8% and Climbing

3.8% and Climbing

Core inflation beat. Chips reversed. The rate-cut math just died again.

May 12, 2026

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