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Latest Reads

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Target beat by 76%. Stock fell.

Aug 20, 2026

•

7 min read

Target beat by 76%. Stock fell.

The tariff-refund tell in retail earnings. Walmart's turn today. Bessent leans on the long end. UAE severs Iran trade.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
The bond market just took the microphone from the Fed

Aug 19, 2026

•

6 min read

The bond market just took the microphone from the Fed

30-year yield at 19-year high. Nikkei down 3%. Fed minutes at 2 PM. And Jensen just wrote a $105 billion IOU.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Home Depot vs. Anthropic. Two economies, one tape.

Aug 18, 2026

•

7 min read

Home Depot vs. Anthropic. Two economies, one tape.

$11.5B in a quarter vs. 0.6% earnings growth. Oil back to $90. And why 12% of Fenwick Island voters aren't human.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Nine Days to Nvidia | Walmart Thursday | Reddit Joins Tomorrow

Aug 17, 2026

•

7 min read

Nine Days to Nvidia | Walmart Thursday | Reddit Joins Tomorrow

The calendar just got loud. VIX at 14.5 says nobody's listening.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Beat. Raise. Drop. | The New AI Trade | Retail Sales This Morning

Aug 14, 2026

•

8 min read

Beat. Raise. Drop. | The New AI Trade | Retail Sales This Morning

SNDK +15%. WDC +10%. And a Cisco quote you need to read twice.

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
Cisco just made the AI trade harder to short

Aug 13, 2026

•

7 min read

Cisco just made the AI trade harder to short

Cisco topped $17B in revenue, guided AI revenue up nearly 2x. CoreWeave's backlog hit $104B. And Peltz is coming for Wendy's

Dio Pouerie
Bo Nichols
Dio Pouerie, +1
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