02
Sep
The week the pipes showed
How oil, yields, Asia, and the Nasdaq gate connected on 2 Sep 202
Several rooms, one plumbing system
On Wednesday
7 min read
From the notebook
31
Aug
Alphabet: the closest name
A used floor is still a floor. The close is not a buy.
Desk Note · 30 Aug 2026
As of
3 min read
30
Aug
Looking Ahead 30 Aug 2026
A level is an old price Cash is the position. What we are watching the week of August 31, and
2 min read
29
Aug
The roster
The roster Fourteen US names we actually work. What we are watching on each, including the launches on SpaceX and
5 min read