Nvidia, the Hollywood industrial complex
MEMO: To Everyone Still Pretending This Makes Sense Internal correspondence from someone who has been watching the tape too long Friday, February 27, 2026 RE: Nvidia, the…
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THE MACHINE IS EATING ITSELF, AND WALL STREET IS CALLING IT INNOVATION
THE MACHINE IS EATING ITSELF, AND WALL STREET IS CALLING IT INNOVATION February 26, 2026 Let me walk you through what happened this week, because if you read the headlines in…
To the Markets
MEMO: To the Markets. Re: Your Behavior This Week. TO: Global Capital Markets FROM: Someone Who Has Been Watching DATE: February 25, 2026 RE: The past 48 hours. All of it.…
Inside the Burning Building
A Note From Inside the Burning Building A stream of consciousness from your correspondent, who has been staring at screens for 72 hours and has opinions Okay. Okay. Let me…
stream of consciousness, Monday edition
Notes From the Floor of the Burning Building February 23, 2026 — stream of consciousness, Monday edition 7:14 a.m. Coffee. Futures down. Of course they are. The tariff…
the Week the Market Ate Itself
Notes from the Week the Market Ate Itself February 22, 2026 Somewhere in a glass-walled office, a portfolio manager is staring at a silver position that was worth $122 an ounce…
Notes From the Terminal at 11:47 PM
Notes From the Terminal at 11:47 PM February 21, 2026 There's a specific flavor of market week that doesn't have a name yet. It should. Call it a compression week — one where…
Dear Diary: Friday, February 20th, and Everything Is On Trial
Dear Diary: Friday, February 20th, and Everything Is On Trial A dispatch from somewhere between the trading desk and the confessional booth Seven-thirty in the morning. PCE…
The Guidance Graveyard
The Guidance Graveyard — Feb 19, 2026 body { font-family: Georgia, 'Times New Roman', serif; max-width: 720px; margin: 60px…
Current Situation. Status: Unclear. Mood: Complicated
INTERNAL MEMO — EYES ONLY From: The Building. To: Everyone Who Survived the Week. Filed: February 18, 2026 RE: Current Situation. Status: Unclear. Mood: Complicated. Please be…