The Archive
One email before every open, doing one thing: stating the day's market condition in numbers you can check. Expensive or not, afraid or not, extreme or not. No direction calls, no market timing.
The full current issue goes to subscribers before the open: subscribe. Past issues are public here.
2026 / 09
237 Million Settled Today. The Close Missed the Strike by 0.49.
Everyone Said the Bond Market Broke. The Treasury ETF Fell 0.79%.
2026 / 08
One Day, Two Opposite Extremes, Sitting in Different Tenors
August's Four Biggest Gainers Were July's Five Biggest LosersWeekly
The 462 Million Bet on Today Expired at Zero
The Magnificent 7 Just Blew Through Their Own Options Fences. First Time Since ChatGPT.Weekly
Next Year's Outlook Rose 25 Points. The One-Year Insurance Moved 0.66.
Three Big Things Landed on One Day. The Market Did Not Move.
$1.5 Billion in Option Premium Entered. Nvidia Took Only a Fifth?
Everyone Is Waiting for This Friday. Today's New Money Skipped It.
This Market Has Been Watching One Friday All Week
Is Trump Selling Stocks Again? The Week of August 17 to 21Weekly
Why Did Nobody Sell Yesterday and Nobody Buy Today?
Everyone Called It Risk-Off. The Options Tape Spent the Day Adding.
No Panic Today. The Bid Just Stepped Away.
Why Did All Seven Megacaps Close Red While Memory Led the Board?
600,000 Bearish Contracts Stayed the Night. The Other Bet Went to Zero.
That Exit Headline You Just Read? It Is 113 Days Old.Weekly
45 Million Against 3.6 Billion. And It Is Not a Crash Bet.
13 亿美元，居然90% 都活不过三天？ · 8.10-8.14
最"危险"的那只票，短期保费居然最便宜？ · 8.10-8.14
最"危险"的那只票，短期保费居然最便宜？ · 8.10-8.14
The stock you keep watching went nowhere. It travelled a very long way.Weekly
TSMC went from ignored to wanted overnight, 08.07
13.69 亿美元，全押在周五上午的一个数字上· 08-06 · 8.3-8.7
闪迪财报交卷，尾盘居然这么多看涨？· 08-05 · 8.3-8.7
闪迪明天开奖，回本线今天就画好了· 08-04 · 8.3-8.7
亚马逊站上三万亿，贝索斯准备要卖40.7亿 ？·08-03 · 8.3-8.7
美股七月赚钱了吗？这里面或许有你想要的答案：7月收官 & 回顾Weekly
7 月最后一个交易日， 看跌的钱留下了，看涨的钱走了· 07-31 · 7.27-7.31
2026 / 07
微软一天市值增加4500亿美元，美股有史以来最大 · 07-30 · 7.27-7.31
美联储要加息？微软说：接着花，还要多花· 07-29 · 7.27-7.31
闪迪一天跌掉14%，可乐却64年新高，市场在等美联储· 07-28 · 7.27-7.31
市场今天追的是英伟达的信用故事， 不是存储的供给故事· 07-27 · 7.27-7.31
存储跌了三成， 上车的票反而更贵了· 07-25 · 7.20-7.24
美股跌到位了吗？· 7.20-7.24 本周回顾Weekly
昨天市场挨了三记重拳，却在收盘前自己爬了起来 · 07-24 · 7.20-7.24
Google CFO 还没念出数字，存储股的期权已经把剧本演完了· 07-23 · 7.20-7.24
财报开牌前，聪明钱在买翅膀· 07-22 · 7.20-7.24