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SpaceX Moves Fast | ECB Stands Firm | Yen Watch

Jun 16, 2026

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5 min read

SpaceX Moves Fast | ECB Stands Firm | Yen Watch

SpaceX bought Cursor for $60 billion in stock and passed Microsoft three days after its IPO. The ECB said energy disruption persists regardless of the deal. The yen carry trade sits at a nine-year high.

Dio Pouerie, +1

Warsh's First Vote Inherits a 43-Year Low and an Unmoving Strait.

Jun 16, 2026

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5 min read

Warsh's First Vote Inherits a 43-Year Low and an Unmoving Strait.

The Strategic Petroleum Reserve hit a 43-year low Monday, SpaceX widened its valuation gap on its first full day of trading, and three central banks confirmed synchronized tightening before Warsh speaks Wednesday.

Dio Pouerie, +1

Deal Signed | Ships Still Quiet | Nvidia Borrows

Jun 15, 2026

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5 min read

Deal Signed | Ships Still Quiet | Nvidia Borrows

The deal reprices the future. It does not refill empty oil shelves overnight. Supply relief arrives August at best. Normalization is September. Nvidia, four central banks, and Anthropic's legal exposure all price into the same window.

Dio Pouerie, +1

Warsh Inherits a Deal, a Disabled Model, and a Three-Year High CPI

Jun 15, 2026

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5 min read

Warsh Inherits a Deal, a Disabled Model, and a Three-Year High CPI

The Iran deal moved oil's probability distribution but not the 500-million-barrel inventory gap, Anthropic's two most powerful models sit disabled by a Friday night export control order entering IPO season, and Warsh opens his first press conference Wednesday with the hottest CPI in three years.

Dio Pouerie, +1

Five Questions June 16 Cannot Answer Alone.

Jun 14, 2026

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6 min read

Five Questions June 16 Cannot Answer Alone.

Last week confirmed the inflation rate, tested the IPO thesis, and named the capitulation. This week Warsh votes, retail data arrives, and four earnings reports test whether consumers are still spending.

Dio Pouerie, +1

The Week That Priced the Next Six Months.

Jun 13, 2026

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6 min read

The Week That Priced the Next Six Months.

SpaceX opened at $175. CPI confirmed at 4.2%. The ceasefire broke and came back. Oracle beat and fell. Apollo said capitulate. And the AI price war arrived in the enterprise data.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

SpaceX Moves Fast | ECB Stands Firm | Yen Watch

Warsh's First Vote Inherits a 43-Year Low and an Unmoving Strait.

Deal Signed | Ships Still Quiet | Nvidia Borrows

Warsh Inherits a Deal, a Disabled Model, and a Three-Year High CPI

Five Questions June 16 Cannot Answer Alone.

The Week That Priced the Next Six Months.

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