newsletter
The monthly note
What's new on the dashboard, once a month. No spam, unsubscribe anytime.
Past issues
October 2026
October 2026 — Yields Just Broke a 24-Year Record. But Stocks Resilient.
The 10-year Treasury yield hit a 24-year high above 5.30%, but stocks barely blinked — here's why that gap matters.
September 2026
September 2026 — The Tug-of-War Between AI Optimism and Interest Rates
AI capex keeps propping up markets while an uncertain Fed meeting and rising bond yields pull the other way.
August 2026
August 2026 — Welcome to ka-baddi
The first issue: what's live on the dashboard today, and what's coming next.