Brief: Confidence Collapsed. Markets Didn't.

Super Brief: Iran Fired on Its Neighbors — Super Brief

Iran Fired on Its Neighbors. Iran fired seven ballistic missiles at Kuwait and Bahrain Saturday. Six were intercepted, one fell short. The numbers matter less than the target selection. Attacking US forces in international waters is a bilateral confrontation with established protocols. Attacking sovereign Gulf nations activates

Brief: Iran Fired on Its Neighbors

Iran launched seven ballistic missiles at Kuwait and Bahrain Saturday, expanding the conflict from a bilateral confrontation with the United States to an attack on sovereign Gulf nations, while US markets remain closed after Friday's worst tech selloff in fourteen months erased more than $1 trillion

Super Brief: 172,000 Jobs, $1 Trillion Gone — Super Brief

172,000 Jobs, $1 Trillion Gone. The US economy added 172,000 jobs in May against a consensus of 85,000, with upward revisions adding 93,000 to the prior two months. Markets now price a rate hike by year-end for the first time since January. The Nasdaq fell 4.18% in its worst session since April 2025, and the selloff went global ov

Brief: 172,000 Jobs, $1 Trillion Gone

The US economy added 172,000 jobs in May, double the forecast, slamming the door on rate cuts and sending the Nasdaq down 4.18% in its worst session since April 2025 as the semiconductor selloff went global. Gold crashed to its lowest since March. Bitcoin broke below $60,000 for the first time since

Brief: Dow Record, AI Reckoning

The Dow surged 875 points to a record close while the Nasdaq fell, its largest divergence in months, as healthcare and financials absorbed the capital fleeing AI semiconductors after Broadcom erased $280 billion in a single session. Oil dropped 3% on an Israel-Lebanon ceasefire headline that Hezboll