Numbered briefings and deep reads from each desk
Wall Street ended mixed Thursday as the 10-year Treasury yield topped 5.20%, oil jumped 3% on Iran headlines, and Trump and Xi met in Washington. The Global Close.
Read analysis →Yield curve, market breadth, credit spreads: three charts that triangulate the market's mood — and what they say about Q3 2026's late-cycle caution.
Read analysis →A five-question filter for financial headlines: separate news from noise, follow the incentives, check base rates, demand proof, and know when to do nothing.
Read analysis →Is the market rigged? The truth about high-frequency trading, payment for order flow, and active funds — plus the costly mistake cynical investors make.
Read analysis →Diversification works until you need it most. Why correlations spike toward one in every crisis — 2008, 2020, 2022 — and what protects a portfolio.
Read analysis →SPIVA data shows ~90% of active funds trail the S&P 500 over 15 years. Here's the arithmetic of boring investing: fees, behavior gaps, and how to build one.
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Stocks sold off Wednesday as the 10-year Treasury yield jumped to its highest level since 2007 on hotter-than-expected PMI data. The Nasdaq fell 1.1% after two record closes; the full market briefing.
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Nasdaq hit a record close as the AI memory trade extended its rally while the Dow fell on weak financials and oil slid a fifth straight day. Tuesday's full market briefing.
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