Douglas

— 110 posts published

August 2026

08/09/2026 Market Update: The Rally Delivered. Now Comes the Harder Question.

August 09, 2026

July 2026

07/30/2026 Market Update: The Inflection Point, Reading the New Fed, and Why You Can't Front-Run Flows

July 30, 2026

July 2026

07/19/2026 Market Update

July 19, 2026

July 2026

07/12/2026 Market Update

July 12, 2026

July 2026

07/03/2026 Market Update

July 03, 2026 — Market Updates

June 2026

06/26/2026 Market Update

June 26, 2026

June 2026

06/18/2026 Market Update

June 18, 2026

June 2026

06/08/2026 Market Update

June 08, 2026

May 2026

05/27/2026 Market Update

May 27, 2026

May 2026

05/12/2026 Market Update

May 12, 2026

May 2026

05/02/2026 Market Update

May 02, 2026

April 2026

04/23/2026 Market Update

April 23, 2026

April 2026

Private Credit Isn't 2008: Why the Headlines Are Missing the Balance Sheet

April 20, 2026

April 2026

04/15/2026 Market Update

April 15, 2026

April 2026

04/07/2026 Market Update

April 07, 2026

April 2026

What DeepMinsky Says About the Oil Shock: A Market Simulation

April 03, 2026

March 2026

03/29/2026 Market Update

March 29, 2026

March 2026

Is This the Start of a Bear Market—or Just a Necessary Reset?

March 28, 2026

March 2026

03/23/2026 Market Update

March 23, 2026 — Market Updates

March 2026

03/16/2026 Market Update

March 16, 2026 — Market Updates

March 2026

03/04/2026 Market Update

March 04, 2026 — Market Updates

February 2026

Supreme Court Strikes Down the IEEPA Tariffs — But Markets May Be Staring at Something Worse

February 25, 2026

February 2026

02/22/2026 Market Update

February 22, 2026 — Market Updates

February 2026

Are We Finally Breaking Out — Or Setting Up for One More Leg Lower?

February 20, 2026

February 2026

CPI Cools… But the Inflation Trade Isn’t Dead

February 15, 2026

February 2026

02/13/2026 Market Update

February 13, 2026 — Market Updates

February 2026

02/06/2026 Market Update

February 06, 2026

January 2026

01/29/2026 Market Update

January 29, 2026

January 2026

01/21/2026 Market Update

January 21, 2026

January 2026

01/08/2026 Market Update

January 08, 2026