Jun 5, 2026
•
7 min read
The jobs number, the SpaceX book, the FOMC, and a British by-election — all landing in sequence, all with compounding failure modes.
Jun 4, 2026
8 min read
SpaceX begins its roadshow today. The Strait still isn't open. Neither fact is fully priced.
Jun 3, 2026
9 min read
The OECD just published two scenarios for the global economy. Neither of them is the one markets are pricing.
Jun 2, 2026
Three timelines expire in 16 days — and none of them are priced in.
Jun 1, 2026
Two wars escalating on the same morning — and the man who will set the price of money makes his first move in 16 days.
May 29, 2026
Two stories the market hasn't touched — and one that reveals how oversight actually works.
May 28, 2026
Three institutions — the Fed, the Pentagon, and the Senate majority — are discovering the same thing at the same time.
May 27, 2026
Three stories that just rewrote the risk map — and markets haven't touched any of them.
May 26, 2026
A $1 trillion threshold crossed, a new Fed chair with 22 days to respond, and a peace deal that keeps getting shot at.
May 25, 2026
Russia fired a third Oreshnik, Ebola has no vaccine for this strain, and the Fed chair inherits a fight.
May 22, 2026
Three separate developments today — in Moscow, Tehran, and Silicon Valley — are all pointing the same direction. The price is wrong.
May 21, 2026
SpaceX, OpenAI, and Nvidia all moved on the same day — and a mineral deadline no one is watching could change all three.
