Most publications tell you what happened. Markets, Meditations & Mental Models tells you what it means, in three layers. Markets gives you today's intelligence: The Dashboard is raw prices, The Six is today's news with edge across markets, companies & crypto, AI, geopolitics, culture, and what's for

Most publications tell you what happened. Markets, Meditations & Mental Models tells you what it means, in three layers. Markets gives you today's intelligence: The Dashboard is raw prices, The Six is today's news with edge across markets, companies & crypto, AI, geopolitics, culture, and what's for

Most publications tell you what happened. Markets, Meditations & Mental Models tells you what it means, in three layers. Markets gives you today's intelligence: The Dashboard is raw prices, The Six is today's news with edge across markets, companies & crypto, AI, geopolitics, culture, and what's for

Most publications tell you what happened. Markets, Meditations & Mental Models tells you what it means, in three layers. Markets gives you today's intelligence: The Dashboard is raw prices, The Six is today's news with edge across markets, companies & crypto, AI, geopolitics, culture, and what's for

Most publications tell you what happened. Markets, Meditations & Mental Models tells you what it means, in three layers. Markets gives you today's intelligence: The Dashboard is raw prices, The Six is today's news with edge across markets, companies & crypto, AI, geopolitics, culture, and what's for

Most publications tell you what happened. Markets, Meditations & Mental Models tells you what it means, in three layers. Markets gives you today's intelligence: The Dashboard is raw prices, The Six is today's news with edge across markets, companies & crypto, AI, geopolitics, culture, and what's for

Liberation Day turns one year old with 89,000 fewer manufacturing jobs and tariffs struck down by the Supreme Court. Iran and Oman are drafting a Hormuz transit protocol. Intel paid $14.2B to reclaim its most advanced fab from Apollo. March payrolls land this morning into closed equity markets. Oil

Trump's primetime address vowed to "hit Iran extremely hard" in the next 2-3 weeks, reversing the ceasefire rally overnight. Futures down sharply (Dow -0.9%, Nasdaq -1.4%), Brent spiked to ~$108. ISM prices paid hit 78.3, the highest since June 2022, while hiring collapsed to 2011 lows. SpaceX filed

Markets posted their best day since May on an unconfirmed report that Iran's Pezeshkian has the "necessary will" to end the war. S&P surged 2.9%, Nasdaq 3.8%. But the rally happened on the same day Ukrainian drones struck Ust-Luga for the fourth time in a week, wiping $1 billion from Russian oil exp

Powell told Harvard students the Fed will "look through" the oil shock, collapsing rate hike odds from 52% to 2.2% in a single afternoon. But Brent just posted the largest monthly gain in the contract's 38-year history (+58%), and Rystad warns the buffers that absorbed the Hormuz disruption are now