Latest from the Lens
World events. Market consequences. A good read.
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FOMO Didn’t Die. It Changed Address.
The Nasdaq slipped as yesterday’s AI chase cooled, but cyclicals, Asian equities and gold showed that risk appetite was still very much alive. Wednesday,…
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The Deal Wasn’t Signed. The Rally Was.
Stocks hit records as oil and Treasury yields fell, but a rising VIX and unfinished Hormuz talks complicated the celebration. Tuesday, August 4, 2026…
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The Bombs Paused. Wall Street Hit Buy.
U.S. stocks surged as oil and Treasury yields eased, but Korea crashed, and the record yen intervention began losing force. Monday, August 3, 2026…
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Friday Painted It Green. July Left Bruises.
The Nasdaq rose 1% on the final day, but small caps fell, oil jumped, long yields climbed and defensive shares carried the tape. Friday,…
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Panic Yesterday. Euphoria Today. Bonds Didn’t Blink.
Technology jumped 5.05%, Korea surged 14.65%, and volatility collapsed. The celebration was real. So was the renewed rise in long-term yields. Thursday, July 30,…
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The Fed Held. The Bond Market Revolted.
Three dissenters, surging long yields, an AI liquidation and renewed Iran risk turned Wednesday into a four-front selloff. Wednesday, July 29, 2026 Wednesday looked…
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Brent Collapsed. Korea Crashed. The Dow Kept Smiling.
Oil relief lifted the Dow, but a 10.84% collapse in Korea and a 2.69% fall in US technology showed that the AI unwind was…
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Oil Fell. China Cracked the Chip Story.
Investors got cheaper crude, lower yields and calmer war headlines. Technology fell 2.37% anyway, as China challenged the scarcity premium supporting America’s AI winners.…
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Oil Blinked. Big Tech Didn’t Bounce.
Brent fell below $100, and Treasury yields eased, but technology still dropped 2.45% as investors questioned the cost, financing, and eventual returns of the…