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Why New York said no to AI Data Centres?

Jul 15, 2026

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6 min read

Why New York said no to AI Data Centres?

New York froze the future of data centers yesterday. The reason isn't what you think.

Dio Pouerie, +1

The safest yield in your portfolio just started losing money

Jul 14, 2026

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5 min read

The safest yield in your portfolio just started losing money

Private credit was sold as the boring, bulletproof income machine. Its public cousins just posted their first collective loss. Here is what that tells you.

Dio Pouerie, +1

Delta's fuel bill just jumped 75%. Nobody cared.

Jul 13, 2026

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5 min read

Delta's fuel bill just jumped 75%. Nobody cared.

Because the thing that actually makes Delta money doesn't run on jet fuel.

Dio Pouerie, +1

The debt Wall Street can't see is now on Wall Street's books

Jul 10, 2026

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6 min read

The debt Wall Street can't see is now on Wall Street's books

In 1958, Bank of America mailed 60,000 unsolicited credit cards to Fresno. This is the sequel.

Dio Pouerie, +1

Jul 9, 2026

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7 min read

Novo Nordisk | Ozempic | a $486B fall

Novo Nordisk gave the world insulin, then Ozempic, then a $650 billion valuation. Three-quarters of that is gone. The reason is not what you think.

Dio Pouerie, +1

The index just got rewritten. You paid for it.

Jul 8, 2026

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6 min read

The index just got rewritten. You paid for it.

This week, QQQ sold a slice of Nvidia to buy a money-losing rocket company. Nobody asked you.

Dio Pouerie, +1

Amazon is paying its biggest rival to catch up

Jul 7, 2026

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7 min read

Amazon is paying its biggest rival to catch up

Every satellite it launches quietly makes Elon Musk richer.

Dio Pouerie, +1

Jul 6, 2026

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6 min read

Unemployment fell. That's the bad news.

The June jobs report says the labor market is healing. The participation rate says something very different.

Dio Pouerie, +1

The First Six Months Repriced Almost Everything.

Jul 3, 2026

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6 min read

The First Six Months Repriced Almost Everything.

Markets are closed today for the observed Fourth of July holiday. The first half of 2026 was less about surprises than transitions. A new Fed chair. Trade policy in the courts. A war that reshaped energy. AI that moved from narrative to contracted demand. Capital markets that reopened. Here is the recap, and the questions that carry forward.

Dio Pouerie, +1

Stop Skimming.Start Understanding.

Why New York said no to AI Data Centres?

The safest yield in your portfolio just started losing money

Delta's fuel bill just jumped 75%. Nobody cared.

The debt Wall Street can't see is now on Wall Street's books

Novo Nordisk | Ozempic | a $486B fall

The index just got rewritten. You paid for it.

Amazon is paying its biggest rival to catch up

Unemployment fell. That's the bad news.

The First Six Months Repriced Almost Everything.

Stop Skimming.
Start Understanding.