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

PayPal's board just re-ran the Yahoo playbook

Aug 31, 2026

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7 min read

PayPal's board just re-ran the Yahoo playbook

The auction of one is only an auction while the buyer is still in the room.

Dio Pouerie, +1

The company AI was supposed to kill just had its second-best day ever

Aug 28, 2026

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6 min read

The company AI was supposed to kill just had its second-best day ever

Salesforce didn't survive the SaaSpocalypse by fighting AI. It survived by surrendering to it.

Dio Pouerie, +1

Aug 27, 2026

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6 min read

Nvidia buried the real number

The line that actually moved the market wasn't the beat, the guide, or the AWS deal.

Dio Pouerie, +1

Druckenmiller just called Bessent out. He was there when it worked.

Aug 26, 2026

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6 min read

Druckenmiller just called Bessent out. He was there when it worked.

The bond market's most dangerous op-ed in a decade came from a mentor with receipts.

Dio Pouerie, +1

Aug 25, 2026

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6 min read

Netflix is quietly rebuilding cable

The company that killed the bundle is about to become one. Here is what changed.

Dio Pouerie, +1

The Treasury fired a $4B flare. Bitcoin answered.

Aug 24, 2026

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6 min read

The Treasury fired a $4B flare. Bitcoin answered.

When a rescue plan gets read as a distress signal, the real story is what the market runs toward.

Dio Pouerie, +1

Walmart missed. Where does America shop now?

Aug 21, 2026

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6 min read

Walmart missed. Where does America shop now?

The recession trade just lost the one trade that always worked.

Dio Pouerie, +1

Moderna just doubled. The reason will outlive the trade.

Aug 20, 2026

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6 min read

Moderna just doubled. The reason will outlive the trade.

A stock left for dead came back on a shot that only one patient in the world can take.

Dio Pouerie, +1

Aug 19, 2026

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6 min read

Is Wall Street watching the wrong Fed?

Everyone will refresh the FOMC minutes at 2 PM. The meeting that already moved your mortgage rate happened in Tokyo.

Dio Pouerie, +1

Stop Skimming.Start Understanding.

PayPal's board just re-ran the Yahoo playbook

The company AI was supposed to kill just had its second-best day ever

Nvidia buried the real number

Druckenmiller just called Bessent out. He was there when it worked.

Netflix is quietly rebuilding cable

The Treasury fired a $4B flare. Bitcoin answered.

Walmart missed. Where does America shop now?

Moderna just doubled. The reason will outlive the trade.

Is Wall Street watching the wrong Fed?

Stop Skimming.
Start Understanding.