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Hedge Fund Record Tech Sell | Alphabet Wednesday | BlackRock's $12B Bond

Jul 20, 2026

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5 min read

Hedge Fund Record Tech Sell | Alphabet Wednesday | BlackRock's $12B Bond

Goldman says hedge funds pulled back from US tech at the biggest pace since the data series began. Alphabet reports Wednesday. BlackRock is selling more than $12 billion of bonds to fund one Texas data center.

Dio Pouerie, +1

The Fed Just Got Its Cover to Hold. The BEA Will Cut Core PCE by 0.2 Points on September 30.

Jul 20, 2026

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4 min read

The Fed Just Got Its Cover to Hold. The BEA Will Cut Core PCE by 0.2 Points on September 30.

The BEA will revamp the Fed's preferred inflation gauge inside the July-to-September vote window, a ninth night of US-Iran strikes pushed Brent above $90 before it reversed on talks, and Big Tech reports this week against $1 trillion in erased SpaceX market cap.

Dio Pouerie, +1

The Week Earnings Meet the Fed's Loudest Split Yet

Jul 19, 2026

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5 min read

The Week Earnings Meet the Fed's Loudest Split Yet

Alphabet and Tesla report the same week Fed voices split seven ways. Bank and rail earnings test last week's trends. Housing data and a flash PMI round out the picture before July 28.

Dio Pouerie, +1

The Week Oil, the Fed, and AI Credit All Broke Open

Jul 18, 2026

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6 min read

The Week Oil, the Fed, and AI Credit All Broke Open

Trump named the US Guardian of Hormuz then walked back his own toll. The Fed split into seven public voices before July 28. Goldman named an AI super cycle. Margin debt hit year 2000 levels. Banks posted record profits. Netflix and Alphabet cracked.

Dio Pouerie, +1

Chip Bear Market | Apple Reclaims Crown | Fed Split Grows

Jul 17, 2026

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6 min read

Chip Bear Market | Apple Reclaims Crown | Fed Split Grows

The chip index entered a bear market after China's Moonshot AI released a model that outperforms some US systems. Apple reclaimed the title of most valuable US company from Nvidia. The Fed hike bloc extended to eight positions.

Dio Pouerie, +1

The Fed Split Extended to Six Positions. Logan Calls a Hike. Schmid Rejects Transitory.

Jul 17, 2026

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5 min read

The Fed Split Extended to Six Positions. Logan Calls a Hike. Schmid Rejects Transitory.

Six documented Fed positions in 96 hours before the July 28-29 vote. Diesel futures surged 20% in a week to $5.01 at the pump. Netflix (NFLX) guided growth deceleration to a two-year low. And Alphabet (GOOGL) delayed Gemini 3.5 Pro months on coding capability shortfalls.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Hedge Fund Record Tech Sell | Alphabet Wednesday | BlackRock's $12B Bond

The Fed Just Got Its Cover to Hold. The BEA Will Cut Core PCE by 0.2 Points on September 30.

The Week Earnings Meet the Fed's Loudest Split Yet

The Week Oil, the Fed, and AI Credit All Broke Open

Chip Bear Market | Apple Reclaims Crown | Fed Split Grows

The Fed Split Extended to Six Positions. Logan Calls a Hike. Schmid Rejects Transitory.

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