Skew & Signal

Finance news filtered, ranked, and explained in minutes.

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Aug 21, 2026

Skew & Signal #20

The Treasury’s debt-buyback expansion briefly calmed the bond market before yields snapped back Thursday, Walmart’s earnings flashed a warning for retail even after a solid revenue beat, and Bitcoin surged double digits on the buyback news. Bonds, not stocks, are back at the center of the story.

Aug 19, 2026

Skew & Signal #19

Stocks fell for a third straight day as the U.S.-Iran memorandum expired and the 30-year Treasury yield tested multi-decade highs, even as chipmakers found pockets of strength on bullish Anthropic sales data. Bond anxiety, not AI enthusiasm, is now the market's dominant storyline.

Aug 17, 2026

Skew & Signal #18

The S&P 500 pulled back from a record on soft retail sales, Berkshire and Nvidia both revealed massive new AI-adjacent stakes, and regulators handed the Trump family's crypto venture a bank charter. Markets stayed calm even as three very different storylines — consumer health, AI concentration, and crypto politics — collided in one weekend.

Aug 14, 2026

Skew & Signal #17

Cooling inflation and blockbuster AI-cloud earnings pushed the S&P 500 to a fresh record above 7,800, Workday posted its biggest intraday jump since 2012, and the market's mood has swung firmly back to bullish. Three straight weekly gains suggest investors are choosing to look past the Hormuz standoff for now.

Aug 12, 2026

Skew & Signal #16

Stocks retreated from records as the Hormuz standoff dragged on and Iran flatly ruled out talks, Nvidia and Intel both slid on fresh questions about how AI's buildout gets financed, and oil climbed to a two-week high on the deadlock. The rally is cooling exactly where you'd expect: energy risk and AI capital costs.

Aug 10, 2026

Skew & Signal #15

A shockingly weak jobs report sent stocks to their best week since April, gold surged past $4,340 as rate-hike odds tumbled, and a growing chorus of analysts is warning that hyperscalers' AI debt binge is starting to spook credit markets. Good news for stocks, but the bill for AI's buildout is coming into sharper focus.

Aug 7, 2026

Skew & Signal #14

The Dow set a fresh record on peace-deal optimism, then a Houthi tanker attack and disappointing storage-chip forecasts pulled the rally back to earth. After two weeks of records, the market’s mood has cooled to genuinely uncertain.

Aug 5, 2026

Skew & Signal #13

Amazon crossed $3 trillion, oil tumbled after Trump called off a strike on Iran, and Palantir's "otherworldly" quarter sent shares up nearly 30%. Sentiment has flipped decisively bullish, and the AI trade just roared back louder than it's been in weeks.