Tracking the Trade Weekly Market Review

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

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.

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

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.

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

Apr 6, 2026

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

Iran Deadline, Tariff Shock, and the Data Gauntlet

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

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.

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

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.

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The Invisible Gas That Could Break the AI Boom

Mar 31, 2026

The Invisible Gas That Could Break the AI Boom

How Birthday Balloons Became a National Security Problem

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