Tracking the Trade Weekly Market Review

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Everything Scary Got Cancelled Thursday. The Chair Speaks at Nine.

Aug 28, 2026

Everything Scary Got Cancelled Thursday. The Chair Speaks at Nine.

Nvidia rose 8.7%, three software companies rose more than 20%, and jobless claims came in at 203,000. So the market sold its insurance the night before Kevin Warsh's first Jackson Hole keynote.

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The S&P Moved Seventeen Cents. Everything Else Waited Until After the Bell.

Aug 27, 2026

The S&P Moved Seventeen Cents. Everything Else Waited Until After the Bell.

Hot inflation, a 4.6% growth nowcast and a $17 billion Meta settlement, and the index still finished where it started. Then Nvidia opened its mouth at 4:01.

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The Mines Are Gone. Also, Someone Should Go Clear the Mines.

Aug 26, 2026

The Mines Are Gone. Also, Someone Should Go Clear the Mines.

Crude fell 4.58% on a meeting that produced a framework instead of a deal. Bonds took the win early, gold set another August high, and Nvidia gets to decide the rest of the week after the close.

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Everybody Cashed Their Chips In. The Table Does Not Open Until Wednesday.

Aug 25, 2026

Everybody Cashed Their Chips In. The Table Does Not Open Until Wednesday.

Semiconductors got dumped on a Monday, with the loudest headline being Nvidia raising prices. Gold, bonds, and the Dow spent the session quietly, not being semiconductors.

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The Week Ahead: Wednesday Decides It. Friday Explains It.

Aug 24, 2026

The Week Ahead: Wednesday Decides It. Friday Explains It.

July PCE at dawn, Nvidia at dusk, and the new Fed Chair does not say a word until it is all over.

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The Parks Turn 110 on Tuesday. Go Stand in One.

Aug 23, 2026

The Parks Turn 110 on Tuesday. Go Stand in One.

The most famous letter in American conservation probably never existed. The agency it created turns 110 on Tuesday, and every gate it owns is open.

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