Personal Stakes Personal Stakes · Macro Brief Tuesday, July 28, 2026 Macro Musings · Daily Briefing · Tuesday, July 28, 2026 Your oil price is up 18% and the Fed chair can't get through dinner without a fight WTI crude up 18% in under two weeks. Iran's closure of
Personal Stakes Personal Stakes · Macro Brief Monday, July 27, 2026 Macro Musings · Daily Briefing · Monday, July 27, 2026 China hid a record trade surplus behind a pile of gold and somehow that's not even the wildest number today Gold up 0.42% on the day. Brad Setser argues
Personal Stakes Personal Stakes · Macro Brief Friday, July 24, 2026 Macro Musings · Daily Briefing · Friday, July 24, 2026 Gold hit $4,055 and REITs are thriving so apparently the boring stuff won the war Silver up 1.08% on the day. A widely circulated leaderboard shows most major assets—from
Personal Stakes Personal Stakes · Macro Brief Thursday, July 23, 2026 Macro Musings · Daily Briefing · Thursday, July 23, 2026 Your energy transition got rerouted through a $100 barrel of oil and a 5% Treasury yield Sulfur up 146% since start of the Iran war. Brent crude oil surged past $100/barrel
Personal Stakes Personal Stakes · Macro Brief Wednesday, July 22, 2026 Macro Musings · Daily Briefing · Wednesday, July 22, 2026 Sulfur is up 142% and six of nine sectors are faking it so at least something is being honest Sulfur up 142% since start of the Iran war. An ongoing Iran war
Personal Stakes Personal Stakes · Macro Brief Tuesday, July 21, 2026 Macro Musings · Daily Briefing · Tuesday, July 21, 2026 July's hottest trade is selling everything you bought in June 25 best performing Russell 1,000 stocks in first half of 2026 down 25.4% in July as of yesterday.
Personal Stakes Personal Stakes · Macro Brief Monday, July 20, 2026 Macro Musings · Daily Briefing · Monday, July 20, 2026 Chips are down 17% and Bitcoin is up 9% and somehow Apple's all-time high is the boring part SCI (benchmark Chinese equities index) down 5.8% last wk. China
Personal Stakes Personal Stakes · Macro Brief Friday, July 17, 2026 Macro Musings · Daily Briefing · Friday, July 17, 2026 The world's most important shipping lane closed and gold hit $4,018 but sure let's talk about consumer sentiment Gold up 0.81% on the day. Analysts including
Personal Stakes Personal Stakes · Macro Brief Thursday, July 16, 2026 Macro Musings · Daily Briefing · Thursday, July 16, 2026 China built enough EV factories to supply three planets and is now discovering Earth only has one semis up 53% over the last six months. Semiconductor stocks are under pressure with the
Personal Stakes Personal Stakes · Macro Brief Wednesday, July 15, 2026 Macro Musings · Daily Briefing · Wednesday, July 15, 2026 Inflation came in so cool the Fed might actually have to find a new excuse while half the oil on earth forgets how to exit a strait Average hourly earnings up 0.
Personal Stakes Personal Stakes · Macro Brief Tuesday, July 14, 2026 Macro Musings · Daily Briefing · Tuesday, July 14, 2026 China is exporting 11 million cars a year and Trump just invented a toll booth in the ocean China annual export growth up 27% in June, up from 19% in May. China
Personal Stakes Personal Stakes · Macro Brief Monday, July 13, 2026 Macro Musings · Daily Briefing · Monday, July 13, 2026 Trump invented a toll for the Strait of Hormuz and the Fed is inventing reasons to hike so at least everyone is freelancing Fed Governor Waller warned that another hot core inflation