Weekly Recaps

The Sunday
Briefings.

Our comprehensive weekly wrap-ups of market intelligence, macro shifts, and geopolitical volatility.

Illustration for Weekly Market Recap: S&P 500 Defies Gravity, Apple's AI Pivot, and BoE Holds Steady
June Week 3
macro-insights

Weekly Market Recap: S&P 500 Defies Gravity, Apple's AI Pivot, and BoE Holds Steady

A comprehensive breakdown of the major macro themes that drove the markets in the third week of June, featuring the S&P 500's relentless momentum, Apple's AI infrastructure pivot, and the Bank of England's cautious hold.

Illustration for Weekly Market Recap: Central Bank Divergence, Tech Volatility, and AI Milestones
June Week 2
macro-insights

Weekly Market Recap: Central Bank Divergence, Tech Volatility, and AI Milestones

A comprehensive breakdown of the major macro themes that drove the markets in the second week of June, featuring the ECB rate hike, Fed hold, and major corporate events from Oracle to SpaceX.

Illustration for Weekly Market Recap: The Great Divergence, Asian Tech Plunge, and the End of PDT
June Week 1
macro-insights

Weekly Market Recap: The Great Divergence, Asian Tech Plunge, and the End of PDT

A comprehensive breakdown of the major macro themes that drove the markets in the first week of June, from stark central bank policy divergence to the elimination of the PDT rule.

Illustration for Weekly Market Recap: The End of 'Good Luck', Geopolitical Shocks, and the Historic AI Streak
May Week 4
macro-insights

Weekly Market Recap: The End of 'Good Luck', Geopolitical Shocks, and the Historic AI Streak

A comprehensive breakdown of the major macro themes that drove the markets in the final week of May, from central bank shocks to the historic AI rally.

Illustration for Weekly Recap: Navigating the Nvidia Non-Event and Dollar Dominance
May Week 3
macro-insights

Weekly Recap: Navigating the Nvidia Non-Event and Dollar Dominance

A look back at May Week 3, 2026. Nvidia's muted earnings response and Kevin Warsh's hawkish Fed set the stage for a new trading regime.

Illustration for The Warsh Pivot & Geopolitical Binary: A Week of High-Stakes Diplomacy
May Week 2
macro-insights

The Warsh Pivot & Geopolitical Binary: A Week of High-Stakes Diplomacy

May 2026 Week 2 Recap: Kevin Warsh takes the Fed helm, Trump and Xi negotiate energy stability, and the SpaceX IPO S-1 filing resets mega-cap expectations amidst sticky inflation.

Illustration for Big Tech Tremors & Geopolitical Shockwaves
May Week 1
macro-insights

Big Tech Tremors & Geopolitical Shockwaves

A comprehensive weekly wrap-up of the first week of May 2026. Exploring the Apple CEO succession rumors, the massive Alphabet/Meta earnings divergence, and energy market volatility in Hormuz.

Illustration for The Cook Departure & Sovereign Gold Shifts
Apr Week 5
macro-insights

The Cook Departure & Sovereign Gold Shifts

The definitive weekly wrap-up covering 8 major market events from April Week 5.

Illustration for Neural Signatures & The Anatomy of Drawdown
Apr Week 4
macro-insights

Neural Signatures & The Anatomy of Drawdown

The definitive weekly wrap-up covering 17 major market events from April Week 4.

Illustration for Safe Haven Flights & Ceasefire Collapses
Apr Week 3
macro-insights

Safe Haven Flights & Ceasefire Collapses

The definitive weekly wrap-up covering 7 major market events from April Week 3.

Illustration for Stagflation Squeezes & Institutional Drift
Apr Week 2
macro-insights

Stagflation Squeezes & Institutional Drift

The definitive weekly wrap-up covering 6 major market events from April Week 2.

Illustration for Geopolitical Blockades & The Hormuz Premium
Apr Week 1
macro-insights

Geopolitical Blockades & The Hormuz Premium

The definitive weekly wrap-up covering 9 major market events from April Week 1.

Illustration for The Biology of High-Stakes Performance
Mar Week 5
macro-insights

The Biology of High-Stakes Performance

The definitive weekly wrap-up covering 2 major market events from March Week 5.

Illustration for AI Neural Edges & The 100k Account Reset
Mar Week 4
macro-insights

AI Neural Edges & The 100k Account Reset

The definitive weekly wrap-up covering 6 major market events from March Week 4.

Illustration for Navigating the Prop Firm Challenge Gap
Mar Week 3
macro-insights

Navigating the Prop Firm Challenge Gap

The definitive weekly wrap-up covering 1 major market events from March Week 3.

Illustration for Profit Factor Truths & Emotion Tracking
Mar Week 2
macro-insights

Profit Factor Truths & Emotion Tracking

The definitive weekly wrap-up covering 2 major market events from March Week 2.

Illustration for Breaking Revenge Trading & R:R Optimization
Mar Week 1
macro-insights

Breaking Revenge Trading & R:R Optimization

The definitive weekly wrap-up covering 2 major market events from March Week 1.

Illustration for The Ultimate Trading Journal Framework
Feb Week 4
macro-insights

The Ultimate Trading Journal Framework

The definitive weekly wrap-up covering 1 major market events from February Week 4.

Illustration for Precision Timing & MAE/MFE Audits
Feb Week 3
macro-insights

Precision Timing & MAE/MFE Audits

The definitive weekly wrap-up covering 1 major market events from February Week 3.

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