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Bond market just told the Fed: talk is cheap.

Jul 31, 2026

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7 min read

Bond market just told the Fed: talk is cheap.

The 30-year Treasury just hit its highest yield since 2007. Kevin Warsh said all the right things. The market didn't believe it.

Dio Pouerie, +1

Jul 30, 2026

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7 min read

The Two AI Bills America Just Paid

Microsoft and Meta both bet big on AI. One came up a winner. The other got crushed. The difference has nothing to do with the size of the check.

Dio Pouerie, +1

The company that refused to play the AI spending game just became worth $5 trillion

Jul 29, 2026

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6 min read

The company that refused to play the AI spending game just became worth $5 trillion

Apple spent less on AI than anyone. The market just made it the most valuable company on earth.

Dio Pouerie, +1

One IPO in China just crashed South Korea's stock market

Jul 28, 2026

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6 min read

One IPO in China just crashed South Korea's stock market

CXMT surged 466% on its Shanghai debut. The next morning, Seoul triggered a circuit breaker. This is the story of a stock market that went all-in on one bet.

Dio Pouerie, +1

The Supreme Court killed the tariffs. The tariffs didn't notice.

Jul 27, 2026

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5 min read

The Supreme Court killed the tariffs. The tariffs didn't notice.

Three statutes in five months, zero days without a tariff, and a toy company caught in the middle.

Dio Pouerie, +1

Tesla's Best Quarter Was Also Its Worst?

Jul 24, 2026

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6 min read

Tesla's Best Quarter Was Also Its Worst?

Record revenue. Record deliveries. Negative free cash flow. And a factory floor that tells you everything the balance sheet won't.

Dio Pouerie, +1

Alphabet just posted $9.11 EPS. Only $2.85 of it was real.

Jul 23, 2026

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6 min read

Alphabet just posted $9.11 EPS. Only $2.85 of it was real.

The biggest earnings beat in corporate history was an accounting mirage, and the market knew it.

Dio Pouerie, +1

The 122-year-old company everyone left for dead just posted its best margins in years.

Jul 22, 2026

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6 min read

The 122-year-old company everyone left for dead just posted its best margins in years.

3M paid $16 billion to settle two of the largest lawsuits in corporate history, lost a quarter of its revenue to a spinoff, hired its first outside CEO ever, and somehow came out the other side... stronger.

Dio Pouerie, +1