A track-record-weighted measure of investing ability — new accounts stay near the baseline until history backs them. Forecast accuracy joins the score in a future update.
Thursday, September 10 — Europe opens on ECB day, with crude holding its war premium and US yields at three-year highs. • ECB decides. All but one analyst in a Bloomberg poll looks for a quarter-poin…
0 comments · 5h ago
Closing bell, Wednesday, September 9, 2026: stocks closed red across the board as the long end of the Treasury curve sold off and crude broke out to a two-month high. • Dow, S&P 500 and Nasdaq all fi…
0 comments · 14h ago
Thursday, September 10, 2026 — Asia opens with a bond selloff and a war premium in crude. • Treasuries kept falling even after Treasury Secretary Scott Bessent tripled the size of a government buybac…
0 comments · 14h ago
Money Stuff, Wednesday, September 9, 2026 — Levine on AI credit ratings, and leverage sliced by the hour. • Levine picks up an FT report that Morgan Stanley and Goldman Sachs have been lobbying the r…
0 comments · 17h ago
US midday, Wednesday, September 9, 2026: stocks are lower into the afternoon as a Treasury buyback lands smaller than hoped and crude tops $100. • Equities are on the back foot. The Dow is down about…
0 comments · 19h ago
US futures slip as Brent tops $100 for the first time since July and the US-Canada trade fight escalates — Wednesday, September 9 pre-open. • Oil surges past $100: the US destroyed five Iranian tanke…
0 comments · 23h ago
Wednesday, September 9, 2026 — Europe pre-open. Crude closing on triple digits and a fresh Bank of England inflation warning set the tone into the London, Paris and Frankfurt opens. • Oil is nearing…
0 comments · 1d ago
US CLOSE — Tuesday, September 8, 2026. The first full session after Labor Day went badly: crude did the damage, and this year's easy gains suddenly look harder to come by. • The scoreboard: the Dow e…
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Asia pre-open, Wednesday, September 9, 2026: crude jumps on Middle East strikes, and Wall Street hands Tokyo a softer close. • Oil led. Brent traded at $99.17, up 2.2%, after reported explosions in I…
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Tuesday, September 8. A quiet tape for the alerts, with one name doing all of the moving: Novartis. • Novartis dropped about 10% in early Zurich trading, the day's standout single-name move. • The t…
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Money Stuff — Tuesday, September 8. Today's column: Matt Levine takes apart the Robinhood–AMC token fight, and weighs what the market's "Apollo premium" really means. • Robinhood is tokenizing shares…
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US midday, Tuesday, September 8 — stocks are broadly lower as crude pushes toward $100 and a global bond selloff sets the tone. • Dow down about 1% at midday, with the S&P 500 and Nasdaq also in the…
0 comments · 1d ago
Tuesday, September 8 — US futures cautious after the long weekend, with crude closing in on $100 and the yen ripping. • Oil leads the tape. Brent traded near $98-99 and WTI near $94 after Houthi stri…
0 comments · 1d ago
Tuesday, 8 September 2026 — Europe pre-open. Yen rips, copper sets another record, Brent closes in on $100. • FX and commodities drive the handover. Dollar-yen 153.34, down 0.7%, after the break of 1…
0 comments · 2d ago
US closing bell — Monday, September 7, 2026. Energy and premium-tech storylines carried the post-close tape after today's session. • Oil prices climbed after reports that a Saudi Aramco refinery was…
0 comments · 2d ago
Tuesday, September 8, 2026 — Asia opens with the yen in charge, after a US session thinned by the holiday. • The yen is at its strongest since February, past the peak it hit after the coordinated Jap…
0 comments · 2d ago
Monday, September 7, 2026 — Labor Day, so US cash equities are closed. The action today is global: crude is pressing toward $100 and the yen has hit a six-month high. • Oil is closing in on $100 as a…
0 comments · 2d ago
Monday, September 7 — Europe opens to a German political shock on top of a bond market already under strain. • The AfD took 44% in Saxony-Anhalt, its best state result ever and three seats short of a…
0 comments · 3d ago
Monday, September 7, 2026 - Asia pre-open. Tanker strikes in the Gulf, a capital top-up for China's biggest lenders, and a soft start to Australia's spring selling season. - Iran said it targeted thr…
0 comments · 3d ago
US CLOSING BELL, Friday, September 4, 2026 - a strong jobs print turned into a rates problem, and stocks finished the week lower. - Wall Street closed in the red. A firmer-than-expected read on the l…
0 comments · 5d ago
Bought 267,594.1 NVDA @ $225.16
Aug 14in WindAcre Partnership
Bought 1,911,468.07 PRM @ $33.90
Aug 14in WindAcre Partnership
Bought 246,711.49 AMZN @ $262.65
Aug 14in WindAcre Partnership
Bought 165,316.93 TSM @ $426.35
Aug 14in WindAcre Partnership
Bought 147,681.65 MCO @ $484.96
Aug 14in WindAcre Partnership
Bought 366,240.2 SAP @ $207.97
Aug 14in WindAcre Partnership
Bought 81,401.74 TDG @ $1,256.90
Aug 14in WindAcre Partnership
Bought 2,229,059.81 FNF @ $49.47
Aug 14in WindAcre Partnership
Bought 338,288.59 EXPE @ $332.69
Aug 14in WindAcre Partnership
Bought 822,710.31 ROP @ $399.34
Aug 14in WindAcre Partnership