Trade Secrets

US Stocks open the new month with a mild rally led by software and consumer names rather than chips, as Trump's weekend post canceling a planned Iran strike on the basis of negotiating progress sends oil below $80 for the first time in weeks

Trump is at it again. He’s declaring there is the potential for a peace deal, he said Iran reached out and stated negotiations are set for Monday afternoon. According to several posts, Iran vehemently denied it and chalked it up to market manipulation.

US Stocks surge into the final session of July as Amazon's fastest AWS growth in 18 quarters and Citadel's emergency rescue of AI hedge fund Situational Awareness extinguish the month's AI-bubble fears in a single overnight session

US Stocks rebound cautiously as Microsoft's blowout Azure quarter offsets Meta's free cash flow shock and a 1,153-point Dow collapse on Wednesday, with the session's verdict now resting on this morning's Q2 GDP and PCE inflation prints at 8:30 a.m. ET and Apple and Amazon earnings after the close.

Over the weekend I put out the warning because both the bond market and oil were going the wrong way. Nothing good can come from it. Since then, Trump announced yet another pause in the Iranian war.

US Stocks open in a holding pattern as Wall Street braces for the most consequential session of the year — the Fed's rate decision at 2:00 p.m. ET followed by Meta and Microsoft earnings after the close

US Stocks open split as the Dow climbs on Coca-Cola's beat while the Nasdaq falls under renewed chip pressure — the KOSPI's historic 10.84% single-session crash and the Nikkei's 2,566-point plunge overnight have deepened the semiconductor selloff to its worst month since 2022

US Stocks surge at the open as Trump's weekend pause on Iran airstrikes sends oil tumbling more than 7% and reignites a broad risk-on rally, with the Magnificent Seven attempting their biggest single-week recovery since April as Meta,

Digital assets posted a third consecutive quarter of losses in Q2 2026 — the longest losing streak since the 2022 bear market — as institutional capital rotated into AI equities and bitcoin ETFs recorded their largest quarterly outflow since launch.

Right now it appears we’ve entered the endless war phase. I keep hearing rumors regarding Trump melting down in the White House as he can’t figure out how to take an exit ramp out of this war.