Tracking The Trade

Jun 15, 2026

Look Ahead at This Week: Fed, Hormuz, and the $2 Trillion Rocket Ship

Markets hold their breath while history happens in real time.

Jun 14, 2026

Week In Review - Peace, Pipelines, and the AI Capex Reality Check

When geopolitics became the best macro hedge money couldn't buy.

Jun 8, 2026

The Week Ahead - Payrolls Broke the Streak - Now CPI Decides What Comes Next

Nine winning weeks ended on one number. This week, write the next chapter.

Jun 7, 2026

The Week In Review - Good News Hit Stocks Fainted Anyway

AI sprinted out the gate. Then the bond market tripped it on purpose.

Jun 1, 2026

June 01 Market Look Ahead - Nine Weeks Up. One Jobs Report From a Hangover.

AI hype struts into June holding a shaky Iran truce and a payrolls report that can end the party in one print.

May 31, 2026

May 25 to 29 Recap - Four Days - Four Records - One Inflation Ghost

Markets threw a record-breaking rave. Inflation showed up holding the bill.

May 25, 2026

Recession Odds, Oil Chaos & a Hawkish New Fed Chair: The Most Dangerous Week of 2026

Eight green weeks built a fortress. Thursday knocks on the door.

May 24, 2026

Weekly Market Recap - Eight Weeks Up, One Historic Low, One Giant IPO

The week where "fine" and "terrifying" somehow meant the same thing.

May 18, 2026

A Look Ahead: Week of May 18–22, 2026

The week that decides if the bull case is real or just well-marketed copium.

May 17, 2026

Weekly Market Recap | May 10–16, 2026

When AI Goes Up and Everything Else Goes Down

May 11, 2026

A Look At the Week - May 11–15, 2026

Inflation. Iran. AI spending. A possible interest rate power shift. Totally normal week.

May 10, 2026

AI Ate the Week and the Jobs Market Tasted It

Records in stocks. Layoffs in tech. The AI era officially clocked in.

May 4, 2026

Wall Street Is Partying. The Building Is on Fire.

Stagflation isn't whispering anymore. It's clearing its throat

May 3, 2026

A 34-Year-Old Airline Just Died - Are You Next On the List

The Economy Is Fine. Just Don't Ask Anyone Holding a Gas Pump Receipt.

Apr 27, 2026

Week of April 27, 2026: Five Tech Giants, One Fed, One GDP Print. Brace.

Every market question gets an answer this week. Then the screaming starts.

Apr 26, 2026

Record Highs, $94 Oil, and a Country That Can't Afford Either

Wall Street drank champagne while Main Street counted change at the gas pump. Both think they're winning.

Apr 20, 2026

Week of April 20, 2026 - A crowded macro week meets fragile risk appetite

Rates, oil, earnings, and sentiment all matter now. Good luck with that

Apr 19, 2026

Oil Cracks, Stocks Rip, Shoe Company Becomes AI

Peace breaks out, records fall, and a sneaker brand discovers large language models.

Apr 13, 2026

Blockade, Bank Earnings, and the Fed's Impossible Calculus - Week of April 13–17

Geopolitical fire meets earnings season in a week that could reprice everything.

Apr 12, 2026

War, Ceasefire, Oil Crash. Markets Somehow Survived (Apr 6 to 11)

Geopolitics played chicken with your portfolio. Your portfolio blinked first. Then rallied.

Apr 6, 2026

Market Look-Ahead: Week of April 6–10, 2026

Iran Deadline, Tariff Shock, and the Data Gauntlet

Apr 5, 2026

New Weekly Market Recap | March 30 – April 3, 2026

The week the market traded on vibes, not fundamentals. And the vibes were unhinged.

Apr 2, 2026

The Infrastructure Tax: How the AI Boom Is Breaking Everything at Once

The AI supercycle is outpacing every resource that feeds it. Power. Water. Silicon. Noble gases. Here's what it means for your portfolio.

Mar 31, 2026

The Invisible Gas That Could Break the AI Boom

How Birthday Balloons Became a National Security Problem

Mar 30, 2026

Market Look-Ahead: March 30 – April 4, 2026

Stagflation Isn't Knocking. It Kicked the Door In.