Home
My Approach
Publications
Logo
Sign Up
Logo

Publications

Oil touched $90. The chips bounced. It wasn't enough.

Oil touched $90. The chips bounced. It wasn't enough.

The SOX rallied 1.9% and all three indexes still closed red.

Jul 20, 2026

The SOX just entered a bear market.

The SOX just entered a bear market.

Down 20% from June. Worst week since the tariff crash. And China just showed up.

Jul 17, 2026

The market stopped paying for spending.

The market stopped paying for spending.

TSMC grew earnings 77%, raised its budget, and fell 4%. There's the tell.

Jul 16, 2026

Apple hit a record. Micron fell 7%. Same sector.

Apple hit a record. Micron fell 7%. Same sector.

The picks-and-shovels trade just handed the baton to the platforms.

Jul 15, 2026

CPI 3.5%. The number that changed everything.

CPI 3.5%. The number that changed everything.

Largest monthly decline in six years. Warsh called it. Then Trump dropped the toll.

Jul 14, 2026

The Guardian of the Hormuz Strait.

The Guardian of the Hormuz Strait.

Brent surged 9.6% to $83. The blockade starts tomorrow at 4 PM. CPI at 8:30 AM.

Jul 13, 2026

Load more

Home

My Approach

Publications

© 2026 Today In Perspective by Everest Media Brands LLC

Terms & Conditions

Privacy Policy