Newsletters
Every issue, one archive.
Loose Change every morning. Market Detour when the wire wanders.
Loose Change
Loose Change Daily - Tuesday, August 4, 2026 (Morning)
Cash open on the AI software print, first SpaceX earnings tonight, and Tuesday's JOLTS dial after hot ISM.
Aug 4, 2026Loose Change
Loose Change Daily - Monday, August 3, 2026 (Morning)
How to read the factory print, Monday energy cash flow, and tonight's AI software test.
Aug 3, 2026Loose Change
Loose Change Daily - Sunday, August 2, 2026 (Morning)
ISM to NFP map, oil and the 4.70% 10-year, plus Palantir Monday and AMD Tuesday.
Aug 2, 2026Loose Change
Loose Change Daily - Saturday, August 1, 2026 (Morning)
Weekend Mag 7 hold, Monday ISM plus Palantir, and three screens under the green tape.
Aug 1, 2026Loose Change
Loose Change Daily - Saturday, August 1, 2026 (Morning)
Weekend Mag 7 hold, Monday ISM plus Palantir, and three screens under the green tape.
Aug 1, 2026Market Detour
The Market Is Closed. Your Monday Script Is Still Being Written.
Cash is quiet. Friday's Mag 7 split and Monday's ISM still need a weekend filter, not a slogan.
Aug 1, 2026Loose Change
Loose Change Daily - Friday, July 31, 2026 Morning Edition
AWS run rates, Apple's supply guide, and ECI at 8:30 under the megacap noise.
Jul 31, 2026Loose Change
Loose Change Daily - Friday, July 31, 2026 Morning Edition
AWS run rates, Apple's supply guide, and ECI at 8:30 under the megacap noise.
Jul 31, 2026Loose Change
Loose Change Daily AM - July 30, 2026 - Fed 9-3 Split
Three hike dissents, chip breadth, and the equal-weight test after the hold.
Jul 30, 2026Market Detour
After the Fed Print. Trust Agreement, Not the First Headline.
Hold or hike is only half the story. Yields, oil, the dollar, and breadth still have to vote.
Jul 29, 2026Loose Change
Loose Change Daily - Wednesday, July 29, 2026 Morning Edition
Five Wednesday money ideas: decision-day paths, a quiet antiques market, and the tape dials that beat the slogan.
Jul 29, 2026Market Detour
No Dots. Day One Is a Language Auction.
FOMC day one without a fresh SEP. Prefer path over verb.
Jul 28, 2026Market Detour
Fed Day One. Why the Words Matter More Than the Rate.
Most people will ask hold or hike. Better question: if they hold, how worried do they sound?
Jul 28, 2026Loose Change
Loose Change Daily - Tuesday, July 28, 2026 (Morning)
Classic cars, yields, and breadth while the room is still quiet.
Jul 28, 2026Loose Change
Loose Change Daily - Monday, July 27, 2026 (Morning Edition)
Oil, yields, a two-speed watch market, and whether chips still need a lower discount rate.
Jul 27, 2026Market Detour
The Hold Is Priced. The Footnote Is Not.
Fed week language, sticky oil, and why gold is a path map pin
Jul 27, 2026Market Detour
The Hold Is Priced. The Footnote Is Not.
Fed week language, sticky oil, and why gold is a path map pin
Jul 27, 2026Loose Change
Loose Change Daily - Sunday, July 26, 2026 Morning Edition
Sunday Loose Change: two-speed collector cars, auction liquidity, and July 29 already on the calendar.
Jul 26, 2026Market Detour
The AI Campus Is a Power Bill Before It Is a Model
Megawatts, interconnection, and duration risk under the AI story into Fed week
Jul 26, 2026Market Detour
The AI Campus Is a Power Bill Before It Is a Model
Megawatts, interconnection, and duration risk under the AI story into Fed week
Jul 26, 2026Loose Change
Loose Change Daily - Sunday, July 26, 2026 Morning Edition
Sunday Loose Change: two-speed collector cars, auction liquidity, and July 29 already on the calendar.
Jul 26, 2026Market Detour
The WWII Flameproofing Mineral Is Back on the Critical Path
Antimony, China export controls, and a thin U.S. finishing stack into Fed week
Jul 26, 2026Market Detour
Brent Left $100. Warsh's Silence Did Not.
Fed week under less path guidance while oil can still keep the inflation argument warm
Jul 25, 2026Market Detour
Brent Left $100. Warsh's Silence Did Not.
Fed week under less path guidance while oil can still keep the inflation argument warm
Jul 25, 2026Loose Change
Loose Change Daily - Saturday, July 25, 2026 Morning Edition
Saturday Loose Change: weekend scoreboard for semiconductors, Fed-week oil risk, and who still gets paid to build.
Jul 25, 2026Market Detour
$100 Oil Is Not the Story. The Shared Discount Rate Is.
Oil, AI hangover, and next week's Fed start sharing one price of waiting
Jul 24, 2026Loose Change
Loose Change Daily - Friday, July 24, 2026 (Morning)
Score the Intel print, the oil shock, and where AI campuses go next
Jul 24, 2026Market Detour
AI Capex Just Met a Less Friendly Fed
Capex headlines own the mic. The July 29 path may rewrite the multiple.
Jul 23, 2026Loose Change
Loose Change Daily - Thursday, July 23, 2026 Morning Edition
Five money ideas before the cash open: power budgets, a profit miss playbook, and the Foundry line that matters.
Jul 23, 2026Loose Change
Mega-cap week, power under the floorboards, and July 29 still looms
Morning Edition: AI power names, Tesla second-order tells, and why July 29 still bosses the week.
Jul 22, 2026Market Detour
The Queue Is the Real AI Trade
Tesla will own the mic. GEV and the multi-year grid waitlist may matter more.
Jul 22, 2026Loose Change · Issue #142
Powell blinked. Here's what changes.
Five money ideas worth your time - from small caps to Europe.
Jul 7, 2026Market Detour · Issue #38
The macro story nobody is telling
A quieter, longer read on rates, the dollar, and the second-order winners of GLP-1.
Jul 5, 2026