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MarketSips takes the one story that actually matters and explains it all the way through.

The last time bonds did this, Lehman had 15 months left

Sep 24, 2026

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6 min read

The last time bonds did this, Lehman had 15 months left

The 10-year yield just surged past 5.1% for the first time since July 2007. The economy is so strong it might break something.

Dio Pouerie, +1

Royal Caribbean just paid $3 billion to get off the boat.

Sep 23, 2026

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7 min read

Royal Caribbean just paid $3 billion to get off the boat.

The cruise giant's biggest deal ever isn't a ship. It's 20 hotels on dry land. And the market hated it.

Dio Pouerie, +1

The App Store chart that just moved $500 billion

Sep 22, 2026

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6 min read

The App Store chart that just moved $500 billion

A download counter on your iPhone is now pricing the future of silicon.

Dio Pouerie, +1

Why the US and China can't break up (but won't commit either)

Sep 21, 2026

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6 min read

Why the US and China can't break up (but won't commit either)

The $30 billion billing cycle is the real story.

Dio Pouerie, +1

When $6.2 trillion expires in a single session

Sep 18, 2026

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7 min read

When $6.2 trillion expires in a single session

Triple witching sounds like chaos. The mechanics tell a completely different story.

Dio Pouerie, +1

$68 billion in warrants. Zero board seats. Amazon's quiet empire.

Sep 17, 2026

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6 min read

$68 billion in warrants. Zero board seats. Amazon's quiet empire.

Generac surged 40% on an $8 billion deal. But the real story is the financial weapon Amazon has been quietly deploying across its entire supply chain.

Dio Pouerie, +1

The Trichet Trap: What Happens When You Hike Into an Oil Shock

Sep 16, 2026

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7 min read

The Trichet Trap: What Happens When You Hike Into an Oil Shock

Kevin Warsh is about to do what Jean-Claude Trichet did 18 years ago. Markets haven't forgotten, even if the Fed has.

Dio Pouerie, +1

Saudi Arabia's last escape route for oil goes offline

Sep 15, 2026

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7 min read

Saudi Arabia's last escape route for oil goes offline

Three chokepoints. All compromised. And the Fed meets today.

Dio Pouerie, +1

When the people building AI say "slow down," who are they really protecting?

Sep 14, 2026

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8 min read

When the people building AI say "slow down," who are they really protecting?

When rivals hold hands, check your portfolio.

Dio Pouerie, +1

Stop Skimming.Start Understanding.

The last time bonds did this, Lehman had 15 months left

Royal Caribbean just paid $3 billion to get off the boat.

The App Store chart that just moved $500 billion

Why the US and China can't break up (but won't commit either)

When $6.2 trillion expires in a single session

$68 billion in warrants. Zero board seats. Amazon's quiet empire.

The Trichet Trap: What Happens When You Hike Into an Oil Shock

Saudi Arabia's last escape route for oil goes offline

When the people building AI say "slow down," who are they really protecting?

Stop Skimming.
Start Understanding.