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Markets, Meditations, and Mental Models Markets, Meditations, and Mental Models Cosmic Trex Bitcoin News Digest Podcast Bitcoin News Digest Podcast Mike Richardson Green Ticker Tales Green Ticker Tales Greentickertales Reuters World News Reuters World News Stephani Schupbach Ask Jason Weiss Show Ask Jason Weiss Show WGSN-DB Going Solo Network The Gemini Brief - Investment Deep Dives The Gemini Brief - Investment Deep Dives Lukasz Tomicki and LRT Capital Management LLC Autoblog News Autoblog News The Dr. April Jasper Show The Dr. April Jasper Show Dr. April Jasper Supply chain بالعربي Supply chain بالعربي Maytham Al-Khairulla ميثم الخيرالله Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Audio-CD.at Indie Podcasts: Wiener Börse, Sport, Musik (und mehr) Christian Drastil Comm. (Agentur für Investor Relations und Podcasts) Crypto News Today | 2 Min News | The Daily News Now! Crypto News Today | 2 Min News | The Daily News Now! The Daily News Now! The Sport Market The Sport Market Sportsnet NomadTreneur NomadTreneur AC Wilson Coffee, Culture, and the Capitol Coffee, Culture, and the Capitol California Family Council KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air ColdFusion ColdFusion Dagogo Tony Robbins Podcast Daily Tony Robbins Podcast Daily Tony Bloomberg News Now Bloomberg News Now Samejo Defensive Security Podcast - Malware, Hacking, Cyber Security & Infosec Defensive Security Podcast - Malware, Hacking, Cyber Security & Infosec Jerry Bell and Andrew Kalat The Employment Law Show The Employment Law Show AM640 Business News Today | 2 Min News | The Daily News Now! Business News Today | 2 Min News | The Daily News Now! The Daily News Now! The Prison Show The Prison Show David Collingsworth - Producer 90.1 FM KPFT - The Prison Show Under the Influence with Terry O'Reilly Under the Influence with Terry O'Reilly Apostrophe Podcast Network Diversity Conversations W/ Eric Ellis & Tommie Lewis Diversity Conversations W/ Eric Ellis & Tommie Lewis Eric Ellis and Tommie Lewis High Spirits: The Cannabis Business Podcast High Spirits: The Cannabis Business Podcast AnnaRae Grabstein and Ben Larson MasilyJohn MasilyJohn MasilyJohn That Home Loan Hub That Home Loan Hub Zebunisso Alimova Accès au Marché Mondial des Dispositifs Médicaux Accès au Marché Mondial des Dispositifs Médicaux Pure Global Глобальный доступ на рынок медицинских изделий Глобальный доступ на рынок медицинских изделий Pure Global चिकित्सा उपकरण वैश्विक बाजार पहुंच चिकित्सा उपकरण वैश्विक बाजार पहुंच Pure Global Tıbbi Cihazlar Küresel Pazar Erişimi Tıbbi Cihazlar Küresel Pazar Erişimi Pure Global Akses Pasar Global Alat Kesehatan Akses Pasar Global Alat Kesehatan Pure Global Fantasy Stock Exchange Fantasy Stock Exchange Corey Buschlen Finance Tech Brief By HackerNoon Finance Tech Brief By HackerNoon HackerNoon Tech Stories Tech Brief By HackerNoon Tech Stories Tech Brief By HackerNoon HackerNoon Web3 Tech Brief By HackerNoon Web3 Tech Brief By HackerNoon HackerNoon Business Tech Brief By HackerNoon Business Tech Brief By HackerNoon HackerNoon
Markets, Meditations, and Mental Models

Business

Markets, Meditations, and Mental Models

Cosmic Trex

Super Brief: The Supply That Wasn't There — Super Brief

June 27, 2026 6:00am 10 min

The Supply That Wasn't There. Two stories this week are one reclassification. Anthropic accused Alibaba of running 28.8 million fraudulent queries against Claude in a coordinated distillation campaign, then sent a letter...

Brief: The Supply That Wasn't There

June 27, 2026 6:00am 23 min

The Nasdaq posted its fifth consecutive losing session as South Korea's KOSPI triggered its fifth circuit breaker of the year, oil unwound the entire war premium that took three months to build, and an FDA panel voted 9-...

Super Brief: Apple Just Told You Who Pays for AI — Super Brief

June 26, 2026 6:00am 10 min

Apple Just Told You Who Pays for AI. Three of today's stories are one mechanism wearing three faces. The Fed's preferred inflation gauge reaccelerated, core PCE hitting 3.4 percent, the highest since October 2023, and th...

Brief: Apple Just Told You Who Pays for AI

June 26, 2026 6:00am 24 min

Apple raised prices on every Mac and iPad it sells, citing memory costs that have surged sharply in a single quarter, and the stock fell 6 percent. PCE inflation landed at its highest level since April 2023. Google's Dee...

Super Brief: Record Demand, Record Doubt — Super Brief

June 25, 2026 6:00am 10 min

Record Demand, Record Doubt. Three of today's stories are the same bet wearing three different suits. Micron printed $41.5 billion in quarterly revenue at an 84.9% gross margin, guided 17% above consensus, and said all o...

Brief: Record Demand, Record Doubt

June 25, 2026 6:00am 22 min

Micron just printed $41.5 billion in quarterly revenue and an 84.9% gross margin, and the market it proved is the same one that just took gold below $4,000 for the first time since November and repriced a September rate ...

Super Brief: The AI Selloff Started in Seoul — Super Brief

June 24, 2026 6:00am 9 min

The AI Selloff Started in Seoul. Korea's KOSPI fell 8% on Tuesday and tripped a circuit breaker, SK Hynix and Samsung down more than 12%, and not one input to that crash was Korean. The index is still up roughly 80% on t...

Brief: The AI Selloff Started in Seoul

June 24, 2026 6:00am 26 min

Tuesday found the fault line Monday's calm was hiding. South Korea's KOSPI fell 8% and tripped a circuit breaker, SK Hynix and Samsung down more than 12%, and the shock rolled west into a Nasdaq rout. Nothing broke insid...

Super Brief: Peace Broke the Bull Case — Super Brief

June 23, 2026 6:00am 7 min

Peace Broke the Bull Case. The Russell clearing 3,000 while the Nasdaq slips is the widest small-over-large split in months, duration beating growth. Brent off a tenth with the 10-year stuck at 4.50% says disinflation is...

Brief: Peace Broke the Bull Case

June 23, 2026 6:00am 23 min

Monday's reopen after the five-day break split the tape: small caps broke a record while megacap tech bled from an AI talent exodus. But the day's real tell was what each resolution did with its risk rather than to it. T...

Super Brief: Five Days, One Open — Super Brief

June 22, 2026 6:00am 3 min

Five Days, One Open. Five days clear into one open, so Monday's candle holds more risk than the four quiet sessions before it. Bitcoin looks firm near 63,000, but a record thirty-day ETF exodus underneath means price and...

Brief: Five Days, One Open

June 22, 2026 6:00am 20 min

The US tape has not traded since Thursday. In the dark, the Switzerland round stalled without quite breaking, Iran declared the strait shut again while the oil kept moving through it, and a Fed that just penciled a 2026 ...

Super Brief: What Monday Prices — Super Brief

June 21, 2026 6:00am 7 min

What Monday Prices. Washington's answer to Chinese mineral leverage is the familiar trio: stockpile, subsidize, reshore. It is now pointed at gallium, the metal the AI power grid runs on, where China makes about 98%. The...

Brief: What Monday Prices

June 21, 2026 6:00am 20 min

Markets have not moved since Thursday's close. A collapsing Iran track, a silent Fed, and a minerals policy that deepens the dependence it claims to cure. The repricing starts Monday, and four days of accumulated news ar...

Super Brief: Nothing Settled — Super Brief

June 20, 2026 6:00am 7 min

Nothing Settled. The Iran nuclear MOU signed Wednesday collapsed before its own Geneva ceremony. The signing was downgraded to a conditional meeting, CENTCOM lifted its naval blockade of Iranian oil even as the framework...

Brief: Nothing Settled

June 20, 2026 6:00am 26 min

The Iran deal signed Wednesday collapsed before its own ceremony, with Geneva postponed and the ceasefire it was meant to stabilize fraying on the Lebanese border. Strategy's perpetual-preferred stack crosses $10 billion...

Super Brief: Bounced, Not Cleared — Super Brief

June 19, 2026 6:00am 7 min

Bounced, Not Cleared. The S&P recovered 1.08% to 7,500 and the Nasdaq jumped nearly 2%, a clean post-FOMC dip-buy. But the bounce came on no new information, and the bond market did not follow. The curve flattened from t...

Brief: Bounced, Not Cleared

June 19, 2026 6:00am 24 min

Equities bought the dip from the post-FOMC selloff while the bond market quietly flattened, two time horizons reading the same data and reaching opposite conclusions. Ukraine launched its largest drone attack on Moscow s...

Brief: Rates Held. Guidance Didn't.

June 18, 2026 6:00am 23 min

The Fed held rates exactly as expected and the market sold off anyway, because the real move was not the decision but the information architecture around it. The dot plot tilted sharply hawkish, Iran signed its nuclear M...

Super Brief: Warsh Walks In — Super Brief

June 17, 2026 6:00am 7 min

Warsh Walks In. The Fed delivers its first decision under Chair Kevin Warsh this afternoon. A hold at 3.50 to 3.75% is near certain, so the real information sits in two places: a dot plot that may show the cycle's first ...

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