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Every issue as it went out, newest first. Each one is derived from that week's week-ahead hub, and the calls in it are graded on the track record afterwards, losers included. Nothing is edited after sending.

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  1. Issue 3 · 22 August 2026

    Wednesday: July PCE at breakfast, Nvidia at dinner. Friday: Warsh.

    One inflation print, one earnings report, one speech. Bond yields have set the tone for two weeks. This week tests whether that holds.

  2. Issue 2 · 17 August 2026

    The consumer cracked on Friday. Six retailers answer for it this week.

    Overnight, China's retail sales grew 0.6% and Japan's GDP missed. The weak-consumer trade is no longer just American.

  3. Issue 1 · 10 August 2026

    Week Ahead: Wednesday's CPI lands on a Fed with no forward guidance

    monday.com beat every line this morning and fell 9%. What that says about the rest of the week.

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