From storyflo. This is your daily audio brief for June 25th. It's Mason. June 25th. Five things on the tape worth your attention this morning. Let's get into it. First, from drstorm. Why Claude Changed The AI Risk Equation #168b. We are honored to count you among the >600.000 readers of “DIGITAL STORM weekly”. Please help grow our community by inviting your friends. This week the cost and control of frontier capability stopped being a technical question and became a governance one, on three fronts at once. Here is the full picture, the decision logic, and the plan. The one sentence thesis. Next. Second, from nyugrad. Not so Micro Losses 🎧 #696 (Jun 24). Check out the negative divergence on Semi Conductors. Price higher highs. MACD lower lows Same thing with How is SpaceX doing? *Fraudsters abound on Substack Finance. Do not fall for scammers asking to participate in private investments etc. Report imposters via these instructions. Daily Stock Markets covered in under 15 min. No ads. Up

From storyflo. This is your daily audio brief for June 24th. Mason. June 24th. Markets desk — five stories, watch the tape, ignore the noise. Let's get into it. First, from Bloomberg · Markets. India Lets NRIs Leverage Deposits to Draw Dollars. A worker handles US dollar banknotes at a currency exchange office in Jakarta, Indonesia, on Monday, June 8, 2026. Indonesia’s finance and central bank officials said over the weekend they will boost efforts to stabilize the currency and attract inflows after the nation’s stocks tumbled at the fastest pace worldwide last week. Next. Second, from Bloomberg · Markets. China's Premier Li Says Beijing Remains Committed to Openness. Chinese Premier Li Qiang delivered a special address at the Summer Davos forum in Dalian on Wednesday. He said Beijing will continue to expand domestic demand and accelerate the large-scale application of new technologies. Bloomberg's Minmin Low reports. Up next. Third, from ZeroHedge. DHS Proposes To Increase Citizenship

From storyflo. This is your daily audio brief for June 23rd. Mason here, June 23rd. The market read in five — let's start with the headline number. Let's get into it. First, from Capital Flows. Systematic Flows and Market Microstructure. One dollar of buying can move the market five dollars, that’s the headline from today’s livestream on market microstructure. We walked through why the float feels inelastic, how passive flows and 0‑day‑to‑expiry options amplify that effect, and what dealer gamma looks like when the order book gets squeezed. The session broke down the mechanics that turn a modest retail trade into a reflexive price swing, showing how to spot a genuine macro driver versus a purely mechanical move you’d want to fade. The free recording sits in the Market Microstructure Playbook on YouTube if you want a quick replay. For the deeper dive—charts, proprietary reports, and a step‑by‑step application to today’s regime—we’re reserving that for paid members. Tomorrow’s livestream

From storyflo. This is your daily audio brief for June 22nd. Mason. June 22nd. Markets desk — five stories, watch the tape, ignore the noise. Let's get into it. First, from paymentsinfull. UK Payments Nationalism. The UK launched an A2A Open-banking scheme called the UK Payments Initiative (UKPI). The initial use case will be recurring bill payment: This is a scheme only, not a switch. That makes it more like NACHA in the US. It will use the UK’s Faster Payments rails to move money The scheme is a collaboration between regulated Fintechs and banks. The Fintechs are regulated under a variety of charters: PSPs, EMIs, & APIs Future use cases include subscription payments and eCommerce payments The ultimate goal is to create: “… a viable alternative to traditional card-based payments …” The scheme provides some benefits to bill pay consumers: Limits on Amounts: Consumers can cap the ticket size for each biller. Unclear what happens if a legitimate bill exceeds that limit Limits on duration

From storyflo. This is your daily audio brief for June 21st. Mason. June 21st. Markets desk — five stories, watch the tape, ignore the noise. Let's get into it. First, from The Lead-Lag Report. Warsh's First Strike: Hawkish Hold Sends EEM and Russell To Extremes, Energy Goes From Hero To Worst Performer. So 7.58% is the one-month gain for Emerging Markets, or EEM, over the S&P 500. That's a significant move, and it's being driven by a few factors, including the Iran peace deal and the Warsh-driven hawkish pivot, which is actually helping EM by stabilizing dollar expectations. The Russell 2000 is also doing well, up 3.5% over the past month, and small caps are typically a high-beta domestic risk asset that leads when the market believes in continued earnings growth. However, if credit starts to soften, small-cap leadership might not last. On the other hand, Energy is having a rough time, down 9.98% over the past month, with the US-Iran peace deal sending crude oil prices to a three-mont

From storyflo. This is your daily audio brief for June 20th. Hey, Mason here. June 20th. The opening read — five stories that explain today's tape. Let's get into it. First, from Business Insider. I couldn't run for more than 30 seconds a few years ago. Now, I'm training for a half-marathon.. - Kimberly Wilson is training for the Philadelphia Half Marathon after losing 200 pounds. - Run coach Tiffany Templeton created a personalized plan for her half-marathon training. - Wilson's training includes strength, cardio, and run sessions to build endurance and pace. I've had a love-hate relationship with running since the Presidential Fitness Test back in the 90s. Running a mile in front of my peers and always being at the back of the pack will certainly do it to you. So, to think nearly 30 years later, I'd be gearing up to run a half-marathon, almost seems unbelievable. Next. Second, from Business Insider. RFK Jr. is making it a hot sauerkraut summer at the White House. - Several top men in

From storyflo. This is your daily audio brief for June 19th. Mason. June 19th. Markets desk — five stories, watch the tape, ignore the noise. Let's get into it. First, from The Big Picture (Ritholtz). At The Money: Deregulation Will Free Your Portfolio. 4,000 shares of the Free Markets ETF, FMKT, were traded on its first day, about a year ago. The ETF was designed to invest in companies that would benefit from deregulation and free-market dynamics. Michael Gayed, the portfolio manager, believed that deregulation would increase margins, benefit earnings, and increase competition. He worked with other firms to launch the ETF, which focuses on sectors like industrials, financials, and cannabis. The fund had strong performance initially, outperforming the S&P by a thousand basis points at one point. However, it experienced a drawdown as investors started chasing its performance. Gayed believes that the deregulation theme is here to stay, even if there's a change in presidency. He uses AI a

From storyflo. This is your daily audio brief for June 18th. It's Mason, June 18th. Here's what I'd flag before the open. Let's get into it. First, from Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion. Will SPX Bulls Buy The FOMC Dip? June 18th Plan. As readers know, the theme for the past several months has been buy dips. The dips vary in size, speed, duration, structure, but they all resolve the same: They get bought and the recent major dip last Wednesday (where we sold 170 points), did as well and we ripped 250+ points into today. How have they been buying these though? As I frequently discuss all major rallies in ES start on Failed Breakdowns, because Failed Breakdowns are how institutions accumulate. Institutions accumulate when ES flushes hard and goes elevator down - losing, and then recovering a big previously set low. Next. Second, from Hummingbot Newsletter. Hummingbot Newsletter - June 2026. Hey Hummingbot community 👋 Since our last newsletter, we’ve been pushing im

From storyflo. This is your daily audio brief for June 17th. It's Mason, June 17th. Here's what I'd flag before the open. Let's get into it. First, from Capital Flows. The Warsh Regime Change and The Credit Cycle. Capital Flows has a new daily structure where I will do a stream every market session, breaking down the macro regime so that you have clarity on WHERE we are and conviction on WHAT to do. The first section of today’s stream covered HOW to understand interest and WHY they matter for the credit cycle melt-up that we are in. If you are trying to understand how much risk there is for equities and interest rate volatility for your portfolio, today’s stream will give you clarity. You can find the recording of the free section explaining the macro mechanics and drivers of interest rates here: The macro charts and decks from today are here: How to position into events by Jaymes: LINK Macro deck: In tomorrow’s livestream, we will watch the first press conference with Warsh and break

From storyflo. This is your daily audio brief for June 16th. It's Mason. June 16th. Five things on the tape worth your attention this morning. Let's get into it. First, from boriquagato. "it's for the children" as trojan horse. UK and Germany are pushing mandatory digital IDs for online platforms, saying it’s to protect children from harmful content. The same moves are spreading to Australia, Canada, France, Denmark and Spain Next. Second, from smartreversals. A Day of Gaps - What to Expect?. 7,554 – the S&P 500 closed above the 7,417 level and topped the 7,530 target we flagged. That puts the index in a clear bullish zone; if it holds above 7,417 tomorrow, the next watch point is 7,530 before we start eyeing the 7,560 ceiling. The Magnificent Seven all jumped, with Microsoft up 2.3%, Google 2.5%, Meta 4.8% and Amazon 3.1%. Those moves line up with the high‑probability setups we highlighted, so the sector’s momentum looks solid for the next few days. SpaceX (SPCX) finished at 192, clea