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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

UnitedHealth Resets | TSMC $265B | SpaceX Lockup Clock

Jul 16, 2026

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5 min read

UnitedHealth Resets | TSMC $265B | SpaceX Lockup Clock

UnitedHealth beat by 30% and named Anthropic as its AI partner. TSMC added another $100 billion in US investment. SpaceX faces a 911.5 million share lockup release in early August.

Dio Pouerie, +1

The Fed Split Just Went Public. Warsh Won't Signal. Cook Is Ready to Hike. Williams Says Well-Positioned.

Jul 16, 2026

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5 min read

The Fed Split Just Went Public. Warsh Won't Signal. Cook Is Ready to Hike. Williams Says Well-Positioned.

Four Fed positions inside 72 hours before the July 28-29 vote. Wall Street traders are on pace for their best year ever at $180 billion. Apollo declared the 60-40 portfolio dead. And Dimon called broad access to Anthropic's Mythos "ballistic missiles to individuals."

Dio Pouerie, +1

Anthropic IPO October | Margin Debt Tops | DTCC Goes Digital

Jul 15, 2026

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6 min read

Anthropic IPO October | Margin Debt Tops | DTCC Goes Digital

The three largest AI labs just locked in the IPO sequence inside 18 months. Morgan Stanley posted record equities revenue up 69%. Margin debt just hit the 40% growth threshold last seen at 2000, 2007, and 2021 tops.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

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.

UnitedHealth Resets | TSMC $265B | SpaceX Lockup Clock

The Fed Split Just Went Public. Warsh Won't Signal. Cook Is Ready to Hike. Williams Says Well-Positioned.

Anthropic IPO October | Margin Debt Tops | DTCC Goes Digital

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