Every issue, in order

The Archive.

Every issue published so far. Each card opens the full issue page on this site — everything from Today's Session onward.

All issues

Issue No. 11 · July 10, 2026

When One Friend Argues With Customer Service for the Whole Group

Risk-Off (mild)Private Markets & Credit

Hedge funds bought into Skechers after its $9.4 billion buyout closed, specifically to fight over the price in court. Inside the strategy called appraisal arbitrage.

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Issue No. 10 · July 8, 2026

Nike's Numbers Got the Facetune Treatment This Week

NeutralEquities

Nike beat expectations, but 52 of its 72 reported cents came from a one-off tariff refund. Here's how to spot the filter behind any earnings headline.

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Issue No. 09 · July 1, 2026

Never Keep All Your Trust in One Currency, Even the Dollar

Risk-OffFX & Reserves

For the first time, more central banks plan to shrink their dollar holdings than grow them — and gold just moved to the center of reserve strategy.

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Issue No. 08 · June 28, 2026

Volkswagen Sold Half of Its Wardrobe but Kept the Investment Piece

Risk-OnPrivate Markets & Credit

VW sold a controlling stake in its diesel engine unit to Bain Capital for more than double book value, and kept 49% of the upside. A masterclass in leveraged buyouts.

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Issue No. 07 · June 24, 2026

Inflation Is Like Glitter: Easy to Spread, Impossible to Clean Up

Risk-OffRates & Inflation

The ECB hiked rates for the first time since 2023, even as the Iran ceasefire holds. Why the inflation damage doesn't reverse just because the headlines improve.

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Issue No. 06 · June 21, 2026

Japan Tried Retail Therapy on the Yen, and It Didn't Help

Risk-On (mild)FX & Rates

Japan spent $73 billion defending the yen and hiked rates to a three-decade high. Within days it snapped right back to 160. Here's why intervention keeps failing.

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Issue No. 05 · June 17, 2026

The Oil Market Is Having a Situationship with Peace

Risk-OffCommodities

Oil sits near three-month lows on a fragile Iran ceasefire — until Trump threatens to resume bombing. Underneath it all, the IEA just forecast a major 2027 supply surplus.

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Issue No. 04 · June 14, 2026

SpaceX Is the First Bombshell to Enter the Wall Street Villa at $2.1 Trillion

Risk-OnEquities

SpaceX's Nasdaq debut closed its first day worth roughly $2.1 trillion, minting Elon Musk as the first trillionaire on record. Was the price actually right?

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Issue No. 03 · June 10, 2026

OpenAI, Anthropic, and SpaceX: Three Hot New Bombshells Have Entered the Wall Street Villa

Risk-OnEquities

Three companies worth a combined $3.4 trillion in private markets all filed for IPOs within weeks of each other. Not one of them is profitable yet.

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Issue No. 02 · June 7, 2026

Bitcoin Is So Last Season. Meet HYPE — the Crypto Product Wall Street Can Finally Understand

Risk-OffCryptocurrency

Bitcoin ETFs are bleeding while three brand-new HYPE ETFs pull in $160 million in days. The difference: a token buyback tied directly to platform revenue.

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Issue No. 01 · June 3, 2026

OECD Warns of Global Slowdown: How the Iran War Is Hitting the World Economy

Risk-OffRates & Commodities

The OECD's baseline growth forecast just dropped to 2.8% — and could fall to 2.1% if the Strait of Hormuz stays disrupted. A supply shock rate cuts can't fix.

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