Financial Intelligence

Big Tech spent like demand is guaranteed. The moat has moved.

Market Watch: Tuesday 4th August 2026

Alphabet grew revenue 24% and lost about $300 billion

The AI market has stopped grading the size of the bet. It is asking where the revenue, margin and cash come back.

Market Watch | Week of 21 July 2026

Chip stocks fell 20% and everyone blamed China. The prediction markets didn't budge. Here's what Friday was really pricing, plus what a golf shop exit taught me about revenue.

Market Watch | Week of 14 July 2026

On Tuesday the market reacts to June's inflation and five big banks at once. Both are looking backwards. The thing that moves the next number, oil, just reversed. Let me walk you through the gap.

Market Watch | Week of 7 July 2026

The market this week was moved by plumbing, not opinion. SpaceX's forced-buying machine, the trillion-pound stablecoin fight for your deposits, and why the crypto bottom isn't in yet.

Market Watch | Week of 30 June 2026

The bloke who swore he'd never sell, sold. That's the whole story.

Market Watch | Week of 23 June 2026

Oil kept falling. Then the Fed raised its inflation forecast anyway, a Prime Minister resigned, and the easing everyone has been pricing got a lot harder to deliver.

Market Watch | Week of 15 June 2026

The worst inflation print in three years landed, and the market threw a party anyway. Let me walk you through why, and the one caveat I don't want to bury.

Market Watch | Week of 8 June 2026

The Receipt Got Read. The Tape Reacted. Now Comes The Print.

Market Watch — Week of 1 June 2026

The bubble has a receipt. The print decides the timing.

Market Watch — Week of 25 May 2026

The peace trade without a peace deal. Eight weeks up, and the tape looks tired.

Market Watch — Week of 18 May 2026

Brent broke $109. CPI broke 3.8%. Warsh broke 50. The top is nearly in, and the book is positioned for the drop.

Market Watch — Week of 11 May 2026

Last week Trump called Iranian missile attacks "just a love tap." This week he called Iran’s response "TOTALLY UNACCEPTABLE."

Market Watch — Week of 27 April 2026

The S&P hit 7,165. The UK hit 3.3%. Bitcoin rolled over into the weekend. Records, weakness, and a turn — all in five days.

I Let Claude Code Loose on TradingView. Here's What Happened.

A live connection between AI and your charts. Plus the full setup guide.

Bitcoin, Structure, and the Shift from Speculation to Collateral

Startup Investing

Seeing Things Early (Without Overthinking It)

Net Zero vs Prosperity: Britain’s Sequencing Problem