macro
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
macro
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
macro
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.
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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
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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
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Personal Stakes Personal Stakes · Macro Brief Friday, July 10, 2026 Macro Musings · Daily Briefing · Friday, July 10, 2026 China exported a million cars in June and Europe is taking it personally EU surplus in autos (including battery imports) down 40-50% since 2023. China's auto exports hit a
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Personal Stakes Personal Stakes · Macro Brief Thursday, July 9, 2026 Macro Musings · Daily Briefing · Thursday, July 9, 2026 The economy refuses to pick a lane and semis are cheap until they aren't June existing home sales down 2.4% month-over-month. A wave of US economic data
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Personal Stakes Personal Stakes · Macro Brief Wednesday, June 10, 2026 Macro Musings · Daily Briefing · Wednesday, June 10, 2026 Tech corrects, oil spikes, and the Fed settles nothing so at least your Tuesday has company Software ETF IGV up 15% from 5/27 to 6/1. Nasdaq-linked equities including software
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Personal Stakes Personal Stakes · Macro Brief Wednesday, May 20, 2026 Macro Musings · Daily Briefing · Wednesday, May 20, 2026 The largest oil supply loss in history happened and markets shrugged because NVIDIA reports Wednesday A new Setser-Tordoir paper argues China's undervalued currency and exploding auto exports have become
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Personal Stakes Personal Stakes · Macro Brief Friday, May 1, 2026 Macro Musings · Daily Briefing · Friday, May 1, 2026 Your portfolio hit a new high and so did the price of driving to work Jet Fuel up 80% since the start of the Iran war. The Iran war and threatened closure
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Personal Stakes Personal Stakes · Macro Brief Thursday, April 30, 2026 Macro Musings · Daily Briefing · Thursday, April 30, 2026 Inflation hit 3.5% and the S&P hit 7,200 on the same day because markets contain multitudes and also gasoline US gas prices up 44% last nine weeks. US
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Personal Stakes Personal Stakes · Macro Brief Tuesday, April 28, 2026 Macro Musings · Daily Briefing · Tuesday, April 28, 2026 The UAE quit OPEC+ and oil hit $111 but sure the S&P made new highs Gold down 1.35% on the day. The Fed is expected to hold rates steady