Newsletters
Every issue, one archive.
Loose Change every morning. Market Detour when the wire wanders.
Market 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, 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, 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, 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
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, 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 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
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
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, 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, 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, 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, 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