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Markets, Meditations, and Mental Models Markets, Meditations, and Mental Models Cosmic Trex Business Models Explained with Fexingo: Subscription, Marketplace, SaaS, and Service Companies Business Models Explained with Fexingo: Subscription, Marketplace, SaaS, and Service Companies Fexingo New Manager Conversations with Fexingo: First 90 Days, Managing Former Peers, and Leadership Basics New Manager Conversations with Fexingo: First 90 Days, Managing Former Peers, and Leadership Basics Fexingo Bitcoin Train Podcast Bitcoin Train Podcast Federico Rivi The Peter Schiff Show Podcast The Peter Schiff Show Podcast Peter Schiff c'est mon budget c'est mon budget franceinfo Colazione a Wall Street: rilassati, parliamo di soldi! Colazione a Wall Street: rilassati, parliamo di soldi! Colazione a Wall Street Инструкция к применению Инструкция к применению Лина Борохова Performance Marketing with Fexingo: Paid Ads, ROAS, and Direct Response Conversations Performance Marketing with Fexingo: Paid Ads, ROAS, and Direct Response Conversations Fexingo The Google Ads Podcast with Fexingo: Search Ads, Display, and PPC Campaign Strategy The Google Ads Podcast with Fexingo: Search Ads, Display, and PPC Campaign Strategy Fexingo The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy The Federal Reserve Podcast with Fexingo: Interest Rates, FOMC Meetings, and Monetary Policy Fexingo La Story La Story Les Echos The TikTok Marketing Podcast with Fexingo: Short Video, Creator Economy, and Viral Content The TikTok Marketing Podcast with Fexingo: Short Video, Creator Economy, and Viral Content Fexingo Gastronomics Gastronomics Alex Mayyasi Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains Fexingo De Vastgoedshow De Vastgoedshow Shou Xin Wu, Thomas van der Mark, Steven Tan-A-Kiam Economic Indicators with Fexingo: GDP, CPI, PMI, and Reading the Macro Data Economic Indicators with Fexingo: GDP, CPI, PMI, and Reading the Macro Data Fexingo Security This Week Security This Week Carl Franklin Business Development with Fexingo: Partnerships, BD, and Strategic Growth Conversations Business Development with Fexingo: Partnerships, BD, and Strategic Growth Conversations Fexingo Merschman Seeds Cup of Joe Merschman Seeds Cup of Joe Merschman Seeds The AI in Business Podcast The AI in Business Podcast Daniel Faggella Ruck's Place Ruck's Place Charles Rucker Creating a Family: Talk about Adoption, Foster & Kinship Care Creating a Family: Talk about Adoption, Foster & Kinship Care Creating a Family Black Box - La scatola nera della finanza Black Box - La scatola nera della finanza Guido Brera e Gian Luca Comandini - Chora Media Playlist News : les meilleurs podcasts d'actualité Playlist News : les meilleurs podcasts d'actualité Acast France The Retirement and IRA Show The Retirement and IRA Show Jim Saulnier, CFP® & Chris Stein, CFP® S P 500 Şirketleri S P 500 Şirketleri Yücel SARIHAN B2B Marketing with Fexingo: Enterprise Demand Gen, ABM, and Long Sales Cycles B2B Marketing with Fexingo: Enterprise Demand Gen, ABM, and Long Sales Cycles Fexingo Wade Keller Pro Wrestling Post-shows Wade Keller Pro Wrestling Post-shows Pro Wrestling Torch The Demographics Podcast with Fexingo: Aging Populations, Birth Rates, and Economic Impact The Demographics Podcast with Fexingo: Aging Populations, Birth Rates, and Economic Impact Fexingo Sales Leadership with Fexingo: Quota Carriers, Sales Managers, and Revenue Teams Sales Leadership with Fexingo: Quota Carriers, Sales Managers, and Revenue Teams Fexingo Good Morning Mercati Good Morning Mercati Michele Seghizzi Caffe 2.0 Caffe 2.0 Valentino Spataro Ostan Asuntoja Podcast Ostan Asuntoja Podcast Harri Huru Mission Money Mission Money FOCUS RiskMasters | Trailblazing Risk Leadership RiskMasters | Trailblazing Risk Leadership Julien Haye | Strategic Risk Leadership Expert | Author of The Risk Within China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets Fexingo
Markets, Meditations, and Mental Models

Business

Markets, Meditations, and Mental Models

Cosmic Trex

Super Brief: The Supply That Wasn't There — Super Brief

June 27, 2026 6:00am 10 min

The Supply That Wasn't There. Two stories this week are one reclassification. Anthropic accused Alibaba of running 28.8 million fraudulent queries against Claude in a coordinated distillation campaign, then sent a letter...

Brief: The Supply That Wasn't There

June 27, 2026 6:00am 23 min

The Nasdaq posted its fifth consecutive losing session as South Korea's KOSPI triggered its fifth circuit breaker of the year, oil unwound the entire war premium that took three months to build, and an FDA panel voted 9-...

Super Brief: Apple Just Told You Who Pays for AI — Super Brief

June 26, 2026 6:00am 10 min

Apple Just Told You Who Pays for AI. Three of today's stories are one mechanism wearing three faces. The Fed's preferred inflation gauge reaccelerated, core PCE hitting 3.4 percent, the highest since October 2023, and th...

Brief: Apple Just Told You Who Pays for AI

June 26, 2026 6:00am 24 min

Apple raised prices on every Mac and iPad it sells, citing memory costs that have surged sharply in a single quarter, and the stock fell 6 percent. PCE inflation landed at its highest level since April 2023. Google's Dee...

Super Brief: Record Demand, Record Doubt — Super Brief

June 25, 2026 6:00am 10 min

Record Demand, Record Doubt. Three of today's stories are the same bet wearing three different suits. Micron printed $41.5 billion in quarterly revenue at an 84.9% gross margin, guided 17% above consensus, and said all o...

Brief: Record Demand, Record Doubt

June 25, 2026 6:00am 22 min

Micron just printed $41.5 billion in quarterly revenue and an 84.9% gross margin, and the market it proved is the same one that just took gold below $4,000 for the first time since November and repriced a September rate ...

Super Brief: The AI Selloff Started in Seoul — Super Brief

June 24, 2026 6:00am 9 min

The AI Selloff Started in Seoul. Korea's KOSPI fell 8% on Tuesday and tripped a circuit breaker, SK Hynix and Samsung down more than 12%, and not one input to that crash was Korean. The index is still up roughly 80% on t...

Brief: The AI Selloff Started in Seoul

June 24, 2026 6:00am 26 min

Tuesday found the fault line Monday's calm was hiding. South Korea's KOSPI fell 8% and tripped a circuit breaker, SK Hynix and Samsung down more than 12%, and the shock rolled west into a Nasdaq rout. Nothing broke insid...

Super Brief: Peace Broke the Bull Case — Super Brief

June 23, 2026 6:00am 7 min

Peace Broke the Bull Case. The Russell clearing 3,000 while the Nasdaq slips is the widest small-over-large split in months, duration beating growth. Brent off a tenth with the 10-year stuck at 4.50% says disinflation is...

Brief: Peace Broke the Bull Case

June 23, 2026 6:00am 23 min

Monday's reopen after the five-day break split the tape: small caps broke a record while megacap tech bled from an AI talent exodus. But the day's real tell was what each resolution did with its risk rather than to it. T...

Super Brief: Five Days, One Open — Super Brief

June 22, 2026 6:00am 3 min

Five Days, One Open. Five days clear into one open, so Monday's candle holds more risk than the four quiet sessions before it. Bitcoin looks firm near 63,000, but a record thirty-day ETF exodus underneath means price and...

Brief: Five Days, One Open

June 22, 2026 6:00am 20 min

The US tape has not traded since Thursday. In the dark, the Switzerland round stalled without quite breaking, Iran declared the strait shut again while the oil kept moving through it, and a Fed that just penciled a 2026 ...

Super Brief: What Monday Prices — Super Brief

June 21, 2026 6:00am 7 min

What Monday Prices. Washington's answer to Chinese mineral leverage is the familiar trio: stockpile, subsidize, reshore. It is now pointed at gallium, the metal the AI power grid runs on, where China makes about 98%. The...

Brief: What Monday Prices

June 21, 2026 6:00am 20 min

Markets have not moved since Thursday's close. A collapsing Iran track, a silent Fed, and a minerals policy that deepens the dependence it claims to cure. The repricing starts Monday, and four days of accumulated news ar...

Super Brief: Nothing Settled — Super Brief

June 20, 2026 6:00am 7 min

Nothing Settled. The Iran nuclear MOU signed Wednesday collapsed before its own Geneva ceremony. The signing was downgraded to a conditional meeting, CENTCOM lifted its naval blockade of Iranian oil even as the framework...

Brief: Nothing Settled

June 20, 2026 6:00am 26 min

The Iran deal signed Wednesday collapsed before its own ceremony, with Geneva postponed and the ceasefire it was meant to stabilize fraying on the Lebanese border. Strategy's perpetual-preferred stack crosses $10 billion...

Super Brief: Bounced, Not Cleared — Super Brief

June 19, 2026 6:00am 7 min

Bounced, Not Cleared. The S&P recovered 1.08% to 7,500 and the Nasdaq jumped nearly 2%, a clean post-FOMC dip-buy. But the bounce came on no new information, and the bond market did not follow. The curve flattened from t...

Brief: Bounced, Not Cleared

June 19, 2026 6:00am 24 min

Equities bought the dip from the post-FOMC selloff while the bond market quietly flattened, two time horizons reading the same data and reaching opposite conclusions. Ukraine launched its largest drone attack on Moscow s...

Brief: Rates Held. Guidance Didn't.

June 18, 2026 6:00am 23 min

The Fed held rates exactly as expected and the market sold off anyway, because the real move was not the decision but the information architecture around it. The dot plot tilted sharply hawkish, Iran signed its nuclear M...

Super Brief: Warsh Walks In — Super Brief

June 17, 2026 6:00am 7 min

Warsh Walks In. The Fed delivers its first decision under Chair Kevin Warsh this afternoon. A hold at 3.50 to 3.75% is near certain, so the real information sits in two places: a dot plot that may show the cycle's first ...

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