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<div class="page">
<a href="index.html" class="back-link"><span>←</span><span>Back to FinTrend News</span></a>
<div class="title-block">
<div class="kicker">Archive / Calendar</div>
<h1><span>FinTrend</span> Article Calendar</h1>
<p class="subtitle">Monthly wheel view of Monday outlooks, Wednesday momentum checks, Friday recaps, and Sunday macro notes. Tap through months to find any note fast.</p>
</div>
<div class="month-nav">
<button class="month-nav-link" id="month-prev" type="button">← Prev</button>
<div class="month-label" id="month-label">August 2026</div>
<button class="month-nav-link" id="month-next" type="button">Next →</button>
</div>
<div class="month-dots" id="month-dots" aria-label="Month dots"></div>
<div class="calendar-wrapper">
<div class="month-wheel" id="month-wheel">
<div class="month-track" id="month-track">
<!-- AUGUST 2026 -->
<section class="month-slide" data-month="August 2026">
<div class="slide-kicker"><strong>August 2026</strong></div>
<div class="calendar-header">
<div class="week-col-label">Week</div>
<div>Monday</div><div>Wednesday</div><div>Friday</div><div>Sunday</div>
</div>
<!-- WEEK OF AUGUST 3 -->
<div class="calendar-row">
<div class="week-label">Week of Aug 3</div>
<div class="day-cell has-note latest">
<div>
<div class="day-label">Monday</div>
<div class="day-date">Aug 3</div>
<span class="tag-pill tag-monday">Monday Outlook</span>
<a href="articles/2026-08-03-monday.html" class="day-link">A Green Open on a Thawing Strait <span class="new-badge">New</span></a>
</div>
<div class="day-meta">Stocks opened August higher - the S&P back above 7,500 - as WTI fell ~7% to $78.88 on renewed Iran talks and ISM manufacturing jumped to 55.6. But Friday's July jobs report (est. ~90-120k, unemployment to 4.3%) into a Fed that won't ease is the week's real event. Palantir reports tonight.</div>
</div>
<div class="day-cell">
<div>
<div class="day-label">Wednesday</div>
<div class="day-date">Aug 5</div>
<span class="tag-pill tag-wednesday">Momentum</span>
</div>
<div class="empty-note">Upcoming</div>
</div>
<div class="day-cell">
<div>
<div class="day-label">Friday</div>
<div class="day-date">Aug 7</div>
<span class="tag-pill tag-friday">Friday Recap</span>
</div>
<div class="empty-note">Upcoming</div>
</div>
<div class="day-cell">
<div>
<div class="day-label">Sunday</div>
<div class="day-date">Aug 9</div>
<span class="tag-pill tag-sunday">Sunday Macro</span>
</div>
<div class="empty-note">Upcoming</div>
</div>
</div>
</section>
<!-- JULY 2026 -->
<section class="month-slide" data-month="July 2026">
<div class="slide-kicker"><strong>July 2026</strong></div>
<div class="calendar-header">
<div class="week-col-label">Week</div>
<div>Monday</div><div>Wednesday</div><div>Friday</div><div>Sunday</div>
</div>
<!-- WEEK OF JUNE 29 -->
<div class="calendar-row">
<div class="week-label">Week of Jun 29</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Monday</div>
<div class="day-date">Jun 29</div>
<span class="tag-pill tag-monday">Monday Outlook</span>
<a href="articles/2026-06-29-monday.html" class="day-link">Above 52,000, the Fed Won't Blink</a>
</div>
<div class="day-meta">Dow closes above 52,000 for the first time as Alphabet joins the index. Supreme Court protects Fed independence in the Cook case. Iran stand-down holds; Thursday's jobs report arrives a day early.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Wednesday</div>
<div class="day-date">Jul 1</div>
<span class="tag-pill tag-wednesday">Momentum</span>
<a href="articles/2026-07-01-wednesday.html" class="day-link">The Great Rotation Survives the Calendar Flip</a>
</div>
<div class="day-meta">Russell 2000 posts its best first half since 1991. Q3 opens with money rotating out of semiconductors into Dow blue chips. ADP misses. Warsh stays silent at Sintra.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Friday</div>
<div class="day-date">Jul 3</div>
<span class="tag-pill tag-friday">Friday Recap</span>
<a href="articles/2026-07-03-friday.html" class="day-link">Markets Are Closed. The Week Already Told You Everything.</a>
</div>
<div class="day-meta">Markets closed for Independence Day, but Thursday delivered a jobs-report miss, a Dow record, and the sharpest chip-stock unwind since April.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Sunday</div>
<div class="day-date">Jul 5</div>
<span class="tag-pill tag-sunday">Sunday Macro</span>
<a href="articles/2026-07-05-sunday.html" class="day-link">The Disinflation Summer Meets Its First Crack</a>
</div>
<div class="day-meta">A weak jobs report tests the disinflation-summer thesis just as Iran's funeral week reopens the Strait of Hormuz risk premium and the Fed heads toward a split July decision.</div>
</div>
</div>
<!-- WEEK OF JULY 6 -->
<div class="calendar-row">
<div class="week-label">Week of Jul 6</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Monday</div>
<div class="day-date">Jul 6</div>
<span class="tag-pill tag-monday">Monday Outlook</span>
<a href="articles/2026-07-06-monday.html" class="day-link">Wall Street Reopens Into a Funeral and a Split Fed</a>
</div>
<div class="day-meta">Markets return from the holiday weekend into Iran's mourning period, a Fed committee that looks evenly divided going into July 28-29, and a chip sector trying to find a floor.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Wednesday</div>
<div class="day-date">Jul 8</div>
<span class="tag-pill tag-wednesday">Momentum</span>
<a href="articles/2026-07-08-wednesday.html" class="day-link">The Minutes Reveal the Fight Warsh Wanted to Avoid</a>
</div>
<div class="day-meta">The June FOMC minutes show a committee far more divided than the unanimous headline suggested, while a Hormuz naval scare briefly spikes WTI to $74 before easing.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Friday</div>
<div class="day-date">Jul 10</div>
<span class="tag-pill tag-friday">Friday Recap</span>
<a href="articles/2026-07-10-friday.html" class="day-link">The Funeral Ends. The Rally Doesn't Wait.</a>
</div>
<div class="day-meta">Iran's mourning period ends and Doha talk signals ease the Hormuz risk premium, sending the Dow to a fresh record and semiconductors to their best day in weeks.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Sunday</div>
<div class="day-date">Jul 12</div>
<span class="tag-pill tag-sunday">Sunday Macro</span>
<a href="articles/2026-07-12-sunday.html" class="day-link">The Print and the Strait</a>
</div>
<div class="day-meta">June CPI lands Tuesday into a re-escalating Strait of Hormuz. The print is backward-looking by construction — why core matters more than the headline, and what the 20.9% earnings bar means.</div>
</div>
</div>
<!-- WEEK OF JULY 13 -->
<div class="calendar-row">
<div class="week-label">Week of Jul 13</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Monday</div>
<div class="day-date">Jul 13</div>
<span class="tag-pill tag-monday">Monday Outlook</span>
<a href="articles/2026-07-13-monday.html" class="day-link">A Toll on the Water</a>
</div>
<div class="day-meta">Trump reinstates the Iran blockade with a 20% Hormuz cargo levy; Brent jumps 9.46% to $83.20. Why a transit toll is a different animal than a supply disruption — and why July hike odds are near even.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Wednesday</div>
<div class="day-date">Jul 15</div>
<span class="tag-pill tag-wednesday">Momentum</span>
<a href="articles/2026-07-15-wednesday.html" class="day-link">The Best Print of the Year</a>
</div>
<div class="day-meta">June CPI fell 0.4% m/m to 3.5% y/y — the sharpest drop since April 2020 — with core flat at 2.6%. Goldman beat consensus by over 40%. Warsh told Congress the FOMC has no tolerance for elevated inflation, then declined to guide.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Friday</div>
<div class="day-date">Jul 17</div>
<span class="tag-pill tag-friday">Friday Recap</span>
<a href="articles/2026-07-17-friday.html" class="day-link">Good Data, Bad Tape</a>
</div>
<div class="day-meta">The best inflation week of 2026 ended with the S&P down 1.6% and semiconductors in a bear market. TSMC beat and fell 4% — a terminal-value repricing, not an earnings problem. Non-tech earnings were quietly excellent.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Sunday</div>
<div class="day-date">Jul 19</div>
<span class="tag-pill tag-sunday">Sunday Macro</span>
<a href="articles/2026-07-19-sunday.html" class="day-link">The Receipts Problem</a>
</div>
<div class="day-meta">Hike odds collapsed to 10% for July and inflation cooled — yet the AI trade kept falling. The repricing is about competitive moats, not discount rates. Alphabet's capex guidance Wednesday is the number that matters.</div>
</div>
</div>
<!-- WEEK OF JULY 20 -->
<div class="calendar-row">
<div class="week-label">Week of Jul 20</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Monday</div>
<div class="day-date">Jul 20</div>
<span class="tag-pill tag-monday">Monday Outlook</span>
<a href="articles/2026-07-20-monday.html" class="day-link">Twelve Trillion Dollars of Answers</a>
</div>
<div class="day-meta">Thirty S&P 500 companies worth $12.55 trillion report Wednesday with the Fed in blackout and the data calendar empty. Energy led Monday as crude and yields overwhelmed an early chip recovery.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Wednesday</div>
<div class="day-date">Jul 22</div>
<span class="tag-pill tag-wednesday">Momentum</span>
<a href="articles/2026-07-22-wednesday.html" class="day-link">Oil Takes the Wheel</a>
</div>
<div class="day-meta">Brent settled at $94.07 — a six-week high — on the 11th round of U.S. strikes, and the 10-year retested May highs. The S&P finished flat but the Russell 2000 fell 0.92%. Alphabet and Tesla drew a harsh reception on capex.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Friday</div>
<div class="day-date">Jul 24</div>
<span class="tag-pill tag-friday">Friday Recap</span>
<a href="articles/2026-07-24-friday.html" class="day-link">When the Receipts Came Due</a>
</div>
<div class="day-meta">The Magnificent Seven shed ~$800B on Thursday — not on a miss but on a promise to keep spending on AI. Alphabet, Intel and TSMC all beat and all fell. The S&P finished the week −0.6% as the FOMC meets Wednesday.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Sunday</div>
<div class="day-date">Jul 26</div>
<span class="tag-pill tag-sunday">Sunday Macro</span>
<a href="articles/2026-07-26-sunday.html" class="day-link">The Pause and the Print</a>
</div>
<div class="day-meta">A weekend U.S.–Iran pause threatens to pull oil — the market's master variable for six weeks — out from under the tape, 48 hours before the FOMC, MSFT/META/AAPL/AMZN earnings, and Core PCE.</div>
</div>
</div>
<!-- WEEK OF JULY 27 -->
<div class="calendar-row">
<div class="week-label">Week of Jul 27</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Monday</div>
<div class="day-date">Jul 27</div>
<span class="tag-pill tag-monday">Monday Outlook</span>
<a href="articles/2026-07-27-monday.html" class="day-link">Oil Breaks, Chips Break Too</a>
</div>
<div class="day-meta">A weekend U.S.–Iran pause sent Brent down 11% — its worst day since April — lifting the Dow. But Nvidia fell 5% and the Nasdaq closed red, into the busiest week of the quarter: the Fed, and four of the five biggest companies in America.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Wednesday</div>
<div class="day-date">Jul 29</div>
<span class="tag-pill tag-wednesday">Momentum</span>
<a href="articles/2026-07-29-wednesday.html" class="day-link">The Family Fight</a>
</div>
<div class="day-meta">A hawkish Fed hold, 9–3, with three dissents for a hike — the most since 2016 — sent the Dow down 1,153 points to 51,594.14, its worst day since April 2025, as the 30-year yield hit 2007 highs. After the bell, Microsoft's Azure beat lifted it while Meta's margin collapse sank the stock.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Friday</div>
<div class="day-date">Jul 31</div>
<span class="tag-pill tag-friday">Friday Recap</span>
<a href="articles/2026-07-31-friday.html" class="day-link">The Trade That Wouldn't Break</a>
</div>
<div class="day-meta">The week built to break the AI trade instead reaffirmed it. A hawkish Fed hold and 2007-high yields met Microsoft's blowout and Amazon's AWS reacceleration (+37%), reversing a month-long tech selloff. Core PCE cooled to 3.3%; the 10-year hit 4.737%. Meta and Apple were the exceptions.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Sunday</div>
<div class="day-date">Aug 2</div>
<span class="tag-pill tag-sunday">Sunday Macro</span>
<a href="articles/2026-08-02-sunday.html" class="day-link">The Quiet Number</a>
</div>
<div class="day-meta">July closed down ~0.1% - its first losing July in 11 years - a flat line hiding a 3.2% Nasdaq drop, a hawkish Fed hold with three dissents, and an oil war premium. Now a jobs-report week arrives into a Fed that won't ease, with Iran talks pulling crude back below $80.</div>
</div>
</div>
</section>
<!-- JUNE 2026 -->
<section class="month-slide" data-month="June 2026">
<div class="slide-kicker"><strong>June 2026</strong></div>
<div class="calendar-header">
<div class="week-col-label">Week</div>
<div>Monday</div><div>Wednesday</div><div>Friday</div><div>Sunday</div>
</div>
<!-- WEEK OF JUNE 22 -->
<div class="calendar-row">
<div class="week-label">Week of Jun 22</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Monday</div>
<div class="day-date">Jun 22</div>
<span class="tag-pill tag-monday">Monday Outlook</span>
<a href="articles/2026-06-22-monday.html" class="day-link">The AI Trade Gets a Stress Test</a>
</div>
<div class="day-meta">SPCX shed 16% Monday — its worst single session. South Korea's KOSPI cratered 9.99%. Micron reports Wednesday. Core PCE lands Thursday. Does the AI rally have fundamental footing or is it froth?</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Wednesday</div>
<div class="day-date">Jun 24</div>
<span class="tag-pill tag-wednesday">Momentum</span>
<a href="articles/2026-06-24-wednesday.html" class="day-link">Micron Saves the Week</a>
</div>
<div class="day-meta">After Monday's brutal chip selloff and Tuesday's continued tech slide, Micron delivered a blowout beat-and-raise. Nasdaq futures surged 2.3% overnight. PCE and GDP land Thursday morning.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Friday</div>
<div class="day-date">Jun 26</div>
<span class="tag-pill tag-friday">Friday Recap</span>
<a href="articles/2026-06-26-friday.html" class="day-link">The Peak Is In. Now Comes the Wait.</a>
</div>
<div class="day-meta">Core PCE 3.4% — above estimates, likely the cycle top. WTI below $70. GDP revised up to 2.1%. Tech weak, Russell outperformed. OpenAI reportedly delays IPO to 2027. Q3 will decide the rate path.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Sunday</div>
<div class="day-date">Jun 28</div>
<span class="tag-pill tag-sunday">Sunday Macro</span>
<a href="articles/2026-06-28-sunday.html" class="day-link">The Disinflation Summer</a>
</div>
<div class="day-meta">Oil below $70 for the first time since January. Core PCE at the cycle peak. GDP stronger than feared. The inflation arc from the Iran war is bending back — but NFP Thursday and June CPI in mid-July must confirm the thesis.</div>
</div>
</div>
<!-- WEEK OF JUNE 15 -->
<div class="calendar-row">
<div class="week-label">Week of Jun 15</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Monday</div>
<div class="day-date">Jun 15</div>
<span class="tag-pill tag-monday">Monday Outlook</span>
<a href="articles/2026-06-15-monday.html" class="day-link">The New Sheriff Arrives</a>
</div>
<div class="day-meta">Warsh chairs his first FOMC this week. Iran peace framework signed overnight. SPCX enters week two with MSCI inclusion kicking in. The most consequential 72 hours for markets since the war began.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Wednesday</div>
<div class="day-date">Jun 17</div>
<span class="tag-pill tag-wednesday">Momentum</span>
<a href="articles/2026-06-17-wednesday.html" class="day-link">Warsh Draws His Line</a>
</div>
<div class="day-meta">Unanimous hold. Hawkish dot plot — 9 of 18 see a 2026 hike. No forward guidance. Five task forces. Worst S&P performance on a new chair's first Fed day since 1994. Iran MOU formally signed Thursday.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Friday</div>
<div class="day-date">Jun 19</div>
<span class="tag-pill tag-friday">Friday Recap</span>
<a href="articles/2026-06-19-friday.html" class="day-link">The Week That Changed the Playbook</a>
</div>
<div class="day-meta">Three trading days, one historic Fed meeting, one signed peace deal. SPCX hit ATH $225.64 Monday then shed 18% into week's end. S&P +0.9% on the week. Markets closed Friday for Juneteenth.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Sunday</div>
<div class="day-date">Jun 21</div>
<span class="tag-pill tag-sunday">Sunday Macro</span>
<a href="articles/2026-06-21-sunday.html" class="day-link">Between the Peace and the Hike</a>
</div>
<div class="day-meta">The stagflation arithmetic has shifted but not resolved. Warsh has drawn his line. Iran signed the paper. Micron reports Wednesday. Core PCE Thursday. SPCX down 27% from its all-time high.</div>
</div>
</div>
<!-- WEEK OF JUNE 8 -->
<div class="calendar-row">
<div class="week-label">Week of Jun 8</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Monday</div>
<div class="day-date">Jun 8</div>
<span class="tag-pill tag-monday">Monday Outlook</span>
<a href="articles/2026-06-08-monday.html" class="day-link">The Week That Decides the Summer</a>
</div>
<div class="day-meta">May CPI Wednesday. SpaceX pricing Thursday, debut Friday. FOMC eight days away. Three catalysts that will set the tape's direction for the rest of the summer.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Wednesday</div>
<div class="day-date">Jun 10</div>
<span class="tag-pill tag-wednesday">Momentum</span>
<a href="articles/2026-06-10-wednesday.html" class="day-link">Iran Strikes, Oil Surges, CPI Due Today</a>
</div>
<div class="day-meta">US and Iran exchange military strikes overnight. Oil heading toward $100. Nasdaq futures down 2%. May CPI drops this morning — the most consequential data release of the pre-FOMC window.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Friday</div>
<div class="day-date">Jun 12</div>
<span class="tag-pill tag-friday">Friday Recap</span>
<a href="articles/2026-06-12-friday.html" class="day-link">The Week the Sky Went Public</a>
</div>
<div class="day-meta">SpaceX closes at $161.11 on its Nasdaq debut — the largest IPO in history. May CPI 4.2% YoY. Iran deal draft text finalized. Oil falls toward $84 on peace hopes ahead of Warsh's first FOMC.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Sunday</div>
<div class="day-date">Jun 14</div>
<span class="tag-pill tag-sunday">Sunday Macro</span>
<a href="articles/2026-06-14-sunday.html" class="day-link">The Sky Opens, the Clock Starts</a>
</div>
<div class="day-meta">SpaceX went public Friday. Iran agreed to a ceasefire framework overnight. May CPI hit a 3-year high of 4.2%. Warsh walks into his first FOMC Tuesday carrying all of it — and none of it resolved.</div>
</div>
</div>
<!-- WEEK OF JUNE 1 -->
<div class="calendar-row">
<div class="week-label">Week of Jun 1</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Monday</div>
<div class="day-date">Jun 1</div>
<span class="tag-pill tag-monday">Monday Outlook</span>
<a href="articles/2026-06-01-monday.html" class="day-link">June Starts. The Streak Gets Tested.</a>
</div>
<div class="day-meta">Nine straight weekly wins entering June. Iran MOU unsigned — overnight US strikes complicate the picture. May NFP lands Friday. SpaceX roadshow in eight days.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Wednesday</div>
<div class="day-date">Jun 3</div>
<span class="tag-pill tag-wednesday">Momentum</span>
<a href="articles/2026-06-03-wednesday.html" class="day-link">Chips Crack, SpaceX Prices, Oil Spikes</a>
</div>
<div class="day-meta">Broadcom AI guidance miss sends chips down 14%. SpaceX locks in $135/share for the largest IPO in history. Oil back near $97 as Iran tensions refuse to die.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Friday</div>
<div class="day-date">Jun 5</div>
<span class="tag-pill tag-friday">Friday Recap</span>
<a href="articles/2026-06-05-friday.html" class="day-link">Nasdaq Drops Four Percent, NFP Blows Past 172K</a>
</div>
<div class="day-meta">Nasdaq's worst day since April 2025. $1T wiped from semis in two sessions. May jobs report comes in at 172K vs 85K estimate — double consensus and extinguishing rate-cut hopes.</div>
</div>
<div class="day-cell has-note">
<div>
<div class="day-label">Sunday</div>
<div class="day-date">Jun 7</div>
<span class="tag-pill tag-sunday">Sunday Macro</span>
<a href="articles/2026-06-07-sunday.html" class="day-link">The Stagflation Math Doesn't Lie</a>
</div>
<div class="day-meta">PCE 3.8%. NFP +172K. Oil near $98. Warsh walks into his first FOMC with the hardest data backdrop of the year. CPI Wednesday is the pivot point before June 17.</div>
</div>
</div>
</section>
<!-- MAY 2026 -->
<section class="month-slide" data-month="May 2026">
<div class="slide-kicker"><strong>May 2026</strong></div>
<div class="calendar-header">
<div class="week-col-label">Week</div>
<div>Monday</div><div>Wednesday</div><div>Friday</div><div>Sunday</div>
</div>
<div class="calendar-row">
<div class="week-label">Week of May 25</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">May 25</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-05-25-monday.html" class="day-link">The Weekend That Decides the Summer</a></div><div class="day-meta">Markets closed — Memorial Day. Iran MOU unsigned. Oil dips below $100. PCE and jobs data arrive this week. Warsh's first full week as Chair begins Tuesday.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">May 28</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-05-28-wednesday.html" class="day-link">Inflation Holds, Growth Slips, and Dell Goes Parabolic</a></div><div class="day-meta">April PCE 3.8% — highest since May 2023. GDP revised to 1.6%. Dell surges 33% on record AI server quarter. Snowflake kills the SAASpocalypse narrative.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">May 29</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-05-29-friday.html" class="day-link">Nine Weeks. Dow 51,000. The Best May in Years.</a></div><div class="day-meta">S&P locks in its ninth consecutive weekly gain — longest since 2023. Dow crosses 51K for the first time. Nasdaq up 8% in May. Iran 60-day MOU reported.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">May 31</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-05-31-sunday.html" class="day-link">The Deal Not Yet Signed. The Summer Not Yet Safe.</a></div><div class="day-meta">Iran MOU exists on paper — Trump hasn't signed it. June brings Warsh's first FOMC, SpaceX roadshow, NFP, and a streak that cannot go on forever.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of May 18</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">May 18</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-05-18-monday.html" class="day-link">The Strait Holds. So Does the Tension.</a></div><div class="day-meta">Warsh inherits a 3-yr CPI high, oil at $110, and a ceasefire in name only. NVIDIA earnings, FOMC minutes, and retail giants all land this week.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">May 20</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-05-20-wednesday.html" class="day-link">The AI Machine Doesn't Stop</a></div><div class="day-meta">NVIDIA prints $81.6B quarter and guides to $91B more. SpaceX files its S-1. Iran talks inch forward. Three storylines pulling the tape in different directions.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">May 22</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-05-22-friday.html" class="day-link">Eight Weeks and a New Fed Chair</a></div><div class="day-meta">S&P posts its eighth consecutive weekly gain. Kevin Warsh sworn in at the White House. Dell surges 30%. Iran talks put oil below $100 for the first time since March.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">May 24</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-05-24-sunday.html" class="day-link">The Chair Arrives. The Problem Didn't Leave.</a></div><div class="day-meta">Warsh swears in to the hardest inflation backdrop in a generation. Oil below $100 — but not from strength. SpaceX S-1 is a bet on something that doesn't exist yet.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of May 11</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">May 11</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-05-11-monday.html" class="day-link">The Week the Market Finds Out.</a></div><div class="day-meta">CPI Tuesday, Warsh confirmation vote, Powell term expires Friday. Iran MOU still unsigned. Three binary events in five sessions; VIX at 17 is not pricing it.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">May 13</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-05-13-wednesday.html" class="day-link">The New Chair Inherits a Fire</a></div><div class="day-meta">Kevin Warsh is confirmed 54–45 into one of the most hostile monetary environments in a generation.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">May 15</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-05-15-friday.html" class="day-link">The Week the Chair Turned</a></div><div class="day-meta">Warsh confirmed 54–45. CPI 3.8%. Dow kissed 50,000. Beijing summit: no Hormuz deal, oil surged to $109, 10-yr yield worst weekly rout in a year.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">May 17</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-05-17-sunday.html" class="day-link">The Patience Doctrine</a></div><div class="day-meta">Trump's patience with Iran is running out. Warsh hasn't declared his. Rate-hike odds at 45%. The next 30 days — Walmart earnings, May CPI, first FOMC — will define the second half.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of May 4</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">May 4</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-05-04-monday.html" class="day-link">The Chair Is Empty. The Strait Is Not.</a></div><div class="day-meta">Iranian drones hit Fujairah; Brent $114, WTI $106. Powell's era ends May 15. Warsh confirmation imminent. NFP Friday the week's binary. Breadth at dotcom-era lows.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">May 6</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-05-06-wednesday.html" class="day-link">Peace Rumors, Oil Plunge, AMD Roars</a></div><div class="day-meta">Axios reports U.S.–Iran near MOU deal; Brent −7.7% to $101; AMD +18.6% on EPS beat; S&P record 7,365; Disney +5%; Trump calls deal "big assumption."</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">May 8</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-05-08-friday.html" class="day-link">Six Straight Weeks. One Deal That Isn’t.</a></div><div class="day-meta">S&P +2.3% WTD to 7,399; Nasdaq +4.5% WTD — sixth straight winning week. April NFP +115K vs. +60K est. Brent ~$100. Iran MOU unsigned heading into weekend.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">May 10</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-05-10-sunday.html" class="day-link">The Document Nobody Signed</a></div><div class="day-meta">U.S.–Iran MOU talks collapse over weekend; Brent back to $103. CPI Tuesday, Warsh vote, Powell expiry Friday. The six-week rally meets its first real test.</div></div>
</div>
</section>
<!-- APRIL 2026 -->
<section class="month-slide" data-month="April 2026">
<div class="slide-kicker"><strong>April 2026</strong></div>
<div class="calendar-header"><div class="week-col-label">Week</div><div>Monday</div><div>Wednesday</div><div>Friday</div><div>Sunday</div></div>
<div class="calendar-row">
<div class="week-label">Week of Apr 27</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Apr 27</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-04-27-monday.html" class="day-link">The Busiest Week of the Year Starts Now</a></div><div class="day-meta">FOMC Wed + GDP/PCE Thu + MSFT/GOOGL/META/AMZN/AAPL earnings. Iran Hormuz proposal via Pakistan. WTI $95.66. No slow days.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Apr 29</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-04-29-wednesday.html" class="day-link">Powell’s Last Stand and the Weight of Oil</a></div><div class="day-meta">Fed holds 3.50–3.75% in Powell's likely final meeting; WTI tops $103; Brent $115 intraday; Alphabet, Amazon, Meta, Microsoft all report AH.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">May 1</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-05-01-friday.html" class="day-link">Powell’s Exit. The Data Hit. The Rally Held.</a></div><div class="day-meta">Q1 GDP 2.0% miss; PCE QoQ 4.5% shock; FOMC splits 8-4 in Powell's final presser; Alphabet +63% Cloud; S&P closes April up 8.5%, best month since 2020.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">May 3</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-05-03-sunday.html" class="day-link">The Chair Is Gone. The Problem Remains.</a></div><div class="day-meta">FOMC splits 8-4 — most divided since 1992. PCE 3.5% near three-year high. Warsh inherits a fractured committee, a closed Strait, and Powell still voting at the table.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Apr 20</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Apr 20</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-04-20-monday.html" class="day-link">The Strait Closes. The Gavel Falls.</a></div><div class="day-meta">Iran re-shuts Strait overnight; WTI +7.8%; Warsh hearing Tue 10am ET; Tesla, UNH & Boeing all report; Core PCE Friday.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Apr 22</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-04-22-wednesday.html" class="day-link">The Ceasefire Holds. The Strait Doesn’t.</a></div><div class="day-meta">Trump extends ceasefire; Iran seizes two ships anyway; S&P ATH 7,137; Tesla EPS beat $0.41; WTI +3% to $92.96.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Apr 24</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-04-24-friday.html" class="day-link">Records in the Window. War in the Mirror.</a></div><div class="day-meta">S&P 7,165 ATH; Nasdaq 24,836 ATH; WTI +13% wk to $94.40; ServiceNow −13% (named Hormuz); Witkoff to Islamabad Saturday.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Apr 26</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-04-26-sunday.html" class="day-link">The Talks Are Dead. The Week Ahead Is Loaded.</a></div><div class="day-meta">Islamabad collapses — Araghchi leaves before Witkoff lands; WTI $94.40; FOMC + Q1 GDP + Core PCE all land Thursday in a 4-hour window.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Apr 13</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Apr 13</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-04-13-monday.html" class="day-link">The Ceasefire Was a Pause. The Blockade Is the War.</a></div><div class="day-meta">Islamabad talks collapse after 21 hrs; U.S. naval blockade begins 10am ET; WTI +7% to $103; Goldman Q1 beats; CPI & bank earnings all week.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Apr 15</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-04-15-wednesday.html" class="day-link">Wednesday Momentum Check — April 15</a></div><div class="empty-note">Published this week</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Apr 17</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-04-17-friday.html" class="day-link">The Week the Strait Reopened — and the Tape Rewrote Itself</a></div><div class="day-meta">Iran declares Strait "completely open"; WTI −11.4% to $83.85; S&P 7,126 record, +4.5% wk; Nasdaq +6.8% wk; 10-yr 4.26%; VIX 17.48.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Apr 19</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-04-19-sunday.html" class="day-link">The Rally Believes a War That Isn’t Over</a></div><div class="day-meta">S&P 7,126 ATH vs. Strait re-closed Sunday; Warsh hearing Tue; packed earnings week ahead; PCE Friday is the structural test.</div></div>
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<div class="week-label">Week of Apr 6</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Apr 6</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-04-06-monday.html" class="day-link">April 6 Is Here. Now What?</a></div><div class="day-meta">8pm ET deadline; S&P 6,583; WTI $111; one session to price the binary; PCE Apr 9, CPI Apr 10.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Apr 8</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-04-08-wednesday.html" class="day-link">The Relief Trade Is Real. The Hard Part Starts Now.</a></div><div class="day-meta">Ceasefire confirmed; WTI −16% to ~$95; S&P futures +2.7%; 172M bbl tanker backlog; Delta earnings; PCE Thu; banks Fri.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Apr 10</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/friday-recap-april-10-2026.html" class="day-link">Friday Recap: CPI Relief, Oil at $98, and a Ceasefire Nobody Trusts</a></div><div class="day-meta">CPI 3.8% in-line; S&P 6,813; oil holds $98; Pakistan talks this weekend; JPM earnings next Friday is the real tell.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Apr 12</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-04-12-sunday.html" class="day-link">The Week That Almost Broke Everything — And Then Didn’t</a></div><div class="day-meta">S&P +3.6% wk; WTI −16% Wed to $94; CPI 3.3% hottest since 2022; Fed on hold; Islamabad talks & bank earnings next week.</div></div>
</div>
</section>
<!-- MARCH 2026 -->
<section class="month-slide" data-month="March 2026">
<div class="slide-kicker"><strong>March 2026</strong></div>
<div class="calendar-header"><div class="week-col-label">Week</div><div>Monday</div><div>Wednesday</div><div>Friday</div><div>Sunday</div></div>
<div class="calendar-row">
<div class="week-label">Week of Mar 30</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Mar 30</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-03-30-monday.html" class="day-link">The Last Week of Q1 Has One Question</a></div><div class="day-meta">S&P at 7-month low; Dow in correction; April 6 Iran deadline 8 days out; Q1 ends Tuesday; payrolls Friday.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Apr 1</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-04-01-wednesday.html" class="day-link">Five Days to the Deadline: Markets Are Not Ready for April 6</a></div><div class="day-meta">S&P at 7-month low; Brent $107; Hormuz at trickle; Fed on hold; April 6 binary window closing; March CPI the next pivot.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Apr 3</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-04-03-friday.html" class="day-link">The Week That Ate Itself</a></div><div class="day-meta">S&P −0.5% wk; WTI +11.4% Thursday to $111.54; Trump speech crashed then Iran/Oman rescued markets; Good Friday close; 8pm Tuesday deadline next.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Apr 5</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-04-05-sunday.html" class="day-link">The Night Before Everything Changes</a></div><div class="day-meta">36 hrs to 8pm deadline; WTI $111; Polymarket 47% up-open; F-15E shot down; Pakistan/Oman talks active; Goldman 30%, Moody’s 48.6% recession odds.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Mar 23</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Mar 23</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-03-23-monday.html" class="day-link">The Deadline That Moved</a></div><div class="day-meta">Trump extends 48-hr ultimatum 5 days after "very good conversations"; oil off $114 highs near $113; S&P stabilizes near 6,500; PCE Friday is the data anchor.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Mar 25</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-03-25-wednesday.html" class="day-link">The Deal or the Delay</a></div><div class="day-meta">Monday’s rally half-erased; Brent back above $101; 15-point U.S. framework to Tehran; IGV −23% YTD; PCE Friday is the week’s real event.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Mar 27</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-03-27-friday.html" class="day-link">Five Weeks Down, No Deal in Sight</a></div><div class="day-meta">S&P 6,368 — 7-month low; Dow enters correction; Brent $110+; Israel hits Iran nuclear sites; PCE rescheduled to Apr 9; April 6 deadline looms.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Mar 29</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-03-29-sunday.html" class="day-link">The April 6 Threshold</a></div><div class="day-meta">Iran rejects U.S. 15-point framework, submits counter; Saudi air base hit again; two paths — ceasefire rally or Apr 6 escalation; April 9 PCE is secondary anchor.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Mar 16</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Mar 16</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-03-16-monday.html" class="day-link">FOMC Week Opens With No Easy Answers</a></div><div class="day-meta">S&P at 2026 lows above 200-DMA; Nvidia GTC keynote; Dollar Tree earnings; VIX 27+; Wednesday FOMC is the only event that matters.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Mar 18</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-03-18-wednesday.html" class="day-link">Powell Didn’t Blink. The Market Did.</a></div><div class="day-meta">PPI +0.7% vs +0.3% est.; Fed holds 11-1; dot plot: 1 cut; Powell "not as much progress as hoped"; Dow −768 pts at lows; S&P breaks 200-DMA.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Mar 20</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-03-20-friday.html" class="day-link">Four Weeks Down, No Floor Found</a></div><div class="day-meta">S&P 6,506 — 6-mo low; Brent $112.19 (+9% wk); Iraq force majeure; Kuwait refineries struck; Russell 2000 in correction; $24.78B equity fund outflows.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Mar 22</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-03-22-sunday.html" class="day-link">Trump’s 48-Hour Ultimatum and What Comes Next</a></div><div class="day-meta">Trump threatens to obliterate Iranian power plants; Iran threatens Gulf mines; Nikkei −3.5%, Kospi −4.9%; IEA: worst energy crisis since 1970s.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Mar 9</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Mar 9</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-03-09-monday.html" class="day-link">Oil at $100, Payrolls in the Ditch — This Week Doesn’t Let You Breathe</a></div><div class="day-meta">S&P futures −1.6%; WTI breaks $100; CPI Wednesday; stagflation trap tightens; cautious/defensive bias.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Mar 11</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-03-11-wednesday.html" class="day-link">CPI Checked the Box. The Strait Didn’t.</a></div><div class="day-meta">CPI 2.4% in-line; Oracle +14% on $553B backlog; IEA 400M barrel release; Nasdaq leads, Dow lags; stagflation lag risk intact.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Mar 13</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-03-13-friday.html" class="day-link">The Stagflation Signal</a></div><div class="day-meta">S&P 6,632 — 2026 low; WTI $98.71; GDP revised to 0.7%; NFP −92K; VIX 27+; 1970s comparisons flood research notes; FOMC week ahead.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Mar 15</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-03-15-sunday.html" class="day-link">The Fed’s Impossible Calculus</a></div><div class="day-meta">Powell’s dual-mandate bind; bond market voting stagflation; oil as master variable; FOMC dot plot scenarios; full week-ahead calendar.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Mar 2</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Mar 2</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-03-02-monday.html" class="day-link">War Premium Meets Jobs Week</a></div><div class="day-meta">U.S.-Israel strikes on Iran; Brent +8%; defense bid; NFP Friday is the anchor event.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Mar 4</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-03-04-wednesday.html" class="day-link">Wednesday Momentum Check — March 4</a></div><div class="day-meta">Midweek tape check; tariff escalation + jobs data reaction; sector rotation update.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Mar 6</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-03-06-friday.html" class="day-link">War, Oil, and a Jobs Report That Stings</a></div><div class="day-meta">WTI +28% on week; NFP −92K; stagflation trap tightens; defense & software lead.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Mar 8</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-03-08-sunday.html" class="day-link">Fire in the Gulf: What This Week’s Markets Are Really Telling You</a></div><div class="day-meta">Oil +12%; bad jobs print; CPI Wednesday; Oracle & Adobe earnings; cautious/selective bias.</div></div>
</div>
</section>
<!-- FEBRUARY 2026 -->
<section class="month-slide" data-month="February 2026">
<div class="slide-kicker"><strong>February 2026</strong></div>
<div class="calendar-header"><div class="week-col-label">Week</div><div>Monday</div><div>Wednesday</div><div>Friday</div><div>Sunday</div></div>
<div class="calendar-row">
<div class="week-label">Week of Feb 23</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Feb 23</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-02-23-monday.html" class="day-link">The Tariff Clock Starts Tomorrow</a></div><div class="day-meta">Section 122 at 15% kicks in Tuesday; Nvidia Wednesday; SOTU Tuesday night; PPI Friday.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Feb 25</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-02-25-wednesday.html" class="day-link">The Verdict on AI Demand Lives or Dies Tonight</a></div><div class="day-meta">Nvidia Q4 earnings after close; S&P futures +0.14%; tariff narrative stabilizes post-SOTU.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Feb 27</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-02-27-friday.html" class="day-link">Inflation Shock Closes Out February</a></div><div class="day-meta">PPI beats hard; Nvidia extends slide; S&P 500 posts worst February in 11 months.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Mar 1</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-03-01-sunday.html" class="day-link">Sunday Macro & Positioning Note — March 1</a></div><div class="day-meta">Iran strike weekend; war premium into Jobs Week; ceasefire framework still in motion.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Feb 16</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Feb 16</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-02-16-monday.html" class="day-link">AI Anxiety Reloads Risk-Off — February 16</a></div><div class="day-meta">Tech selling resumes; Fed minutes tomorrow; Nvidia Feb 25 is the line.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Feb 18</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-02-18-wednesday.html" class="day-link">Minutes, Nvidia, and the Weight of 6,900 — February 18</a></div><div class="day-meta">Fed minutes at 2pm ET; tech bids up on Meta-Nvidia deal; PCE Friday is the real test.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Feb 20</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-02-20-friday.html" class="day-link">A Short Week That Packed a Full Year’s Worth of Drama</a></div><div class="day-meta">Supreme Court strikes IEEPA tariffs; GDP misses at 1.4%; Walmart K-shaped consumer; Blue Owl gates private credit fund.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Feb 22</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-02-22-sunday.html" class="day-link">The Court Ruled. The War Continues.</a></div><div class="day-meta">SCOTUS killed IEEPA; Trump pivoted to Section 122 at 15%; GDP 1.4%; PCE hot; Nvidia Wednesday is the referendum.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Feb 9</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Feb 9</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-02-09-monday.html" class="day-link">Monday Market Outlook — February 9</a></div><div class="day-meta">Kickoff note for the week.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Feb 11</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-02-11-wednesday.html" class="day-link">Wednesday Momentum Check — February 11</a></div><div class="day-meta">Midweek tape & sector rotation.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Feb 13</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-02-13-friday.html" class="day-link">Friday Market Recap — February 13</a></div><div class="day-meta">CPI cools; front-end yields ease; equities rotate away from duration.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Feb 15</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-02-15-sunday.html" class="day-link">Sunday Weekly Recap — February 15</a></div><div class="day-meta">Week recap: rate-cut repricing, defensive leadership, gold up, oil heavy.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Feb 1</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Feb 2</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-02-02-monday.html" class="day-link">Monday Market Outlook — February 2</a></div><div class="day-meta">Kickoff note for the week.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Feb 4</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-02-04-wednesday.html" class="day-link">Wednesday Momentum Check — February 4</a></div><div class="day-meta">Midweek tape & sector rotation.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Feb 6</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-02-06-friday.html" class="day-link">Friday Market Recap — February 6</a></div><div class="day-meta">End-of-week equity & macro wrap.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Feb 8</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-02-08-sunday.html" class="day-link">Sunday Macro & Positioning Note — February 8</a></div><div class="day-meta">Big-picture themes & positioning for next week.</div></div>
</div>
</section>
<!-- JANUARY 2026 -->
<section class="month-slide" data-month="January 2026">
<div class="slide-kicker"><strong>January 2026</strong></div>
<div class="calendar-header"><div class="week-col-label">Week</div><div>Monday</div><div>Wednesday</div><div>Friday</div><div>Sunday</div></div>
<div class="calendar-row">
<div class="week-label">Week of Jan 26</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Jan 26</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-01-26-monday.html" class="day-link">Monday Market Outlook — January 26</a></div><div class="day-meta">Central bank + earnings collision: watch yields and guidance tone.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Jan 28</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-01-28-wednesday.html" class="day-link">Wednesday Momentum — January 28</a></div><div class="day-meta">Rotation + earnings reactions: momentum turns more selective.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Jan 30</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-01-30-friday.html" class="day-link">Friday Weekly Recap — January 30</a></div><div class="day-meta">Earnings digestion week: rates as referee, leadership more selective.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Feb 1</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-02-01-sunday.html" class="day-link">Sunday Macro & Positioning Note — February 1</a></div><div class="day-meta">Macro framing into early-February positioning.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Jan 19</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Jan 19</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-01-19-monday.html" class="day-link">Monday Market Outlook — January 19</a></div><div class="day-meta">MLK Day closure: repricing risk when cash reopens; headlines + earnings.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Jan 21</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-01-21-wednesday.html" class="day-link">Wednesday Momentum — January 21</a></div><div class="day-meta">Rotation + earnings reactions: momentum turns more selective.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Jan 23</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-01-23-friday.html" class="day-link">Friday Weekly Recap — January 23</a></div><div class="day-meta">Earnings digestion week: rates as referee, leadership more selective.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Jan 25</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-01-25-sunday.html" class="day-link">Sunday MacroNote — January 25</a></div><div class="day-meta">Macro framing into a Fed + peak earnings week: reactions, not predictions.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Jan 12</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Jan 12</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-01-12-monday.html" class="day-link">Monday Market Outlook — January 12</a></div><div class="day-meta">First real test week: catalysts return and breadth becomes the tell.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Jan 14</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-01-14-wednesday.html" class="day-link">Wednesday Momentum — January 14</a></div><div class="day-meta">Breadth as the lie detector; Beige Book as a sentiment check.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Jan 16</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-01-16-friday.html" class="day-link">Friday Weekly Recap — January 16</a></div><div class="day-meta">Choppy tape with rotation under the hood as earnings begin.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Jan 18</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-01-18-sunday.html" class="day-link">Sunday MacroNote — January 18</a></div><div class="day-meta">Macro + earnings overlap: watching the variables that move the tape.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Jan 5</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Jan 5</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2026-01-05-monday.html" class="day-link">Monday Market Outlook — January 5</a></div><div class="day-meta">First full week of 2026: liquidity returns, structure matters.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Jan 7</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2026-01-07-wednesday.html" class="day-link">Wednesday Momentum — January 7</a></div><div class="day-meta">Breadth vs. concentration check as January volume returns.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Jan 9</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-01-09-friday.html" class="day-link">Friday Weekly Recap — January 9</a></div><div class="day-meta">January reset: narrative meets schedule as catalysts return.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Jan 11</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-01-11-sunday.html" class="day-link">Sunday MacroNote — January 11</a></div><div class="day-meta">Week-ahead macro framing: earnings + inflation + policy expectations.</div></div>
</div>
</section>
<!-- DECEMBER 2025 -->
<section class="month-slide" data-month="December 2025">
<div class="slide-kicker"><strong>December 2025</strong></div>
<div class="calendar-header"><div class="week-col-label">Week</div><div>Monday</div><div>Wednesday</div><div>Friday</div><div>Sunday</div></div>
<div class="calendar-row">
<div class="week-label">Week of Dec 29</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Dec 29</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2025-12-29-monday.html" class="day-link">Monday Market Outlook — December 29</a></div><div class="day-meta">Year-end positioning into the first week of 2026.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Dec 31</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2025-12-31-wednesday.html" class="day-link">Wednesday Momentum — December 31</a></div><div class="day-meta">Year-end momentum snapshot.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Jan 2</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2026-01-02-friday.html" class="day-link">Friday Weekly Recap — January 2</a></div><div class="day-meta">First recap of 2026.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Jan 4</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2026-01-04-sunday.html" class="day-link">Sunday MacroNote — January 4</a></div><div class="day-meta">Big-picture themes & positioning for the week ahead.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Dec 22</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Dec 22</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2025-12-22-monday.html" class="day-link">Monday Market Outlook — December 22</a></div><div class="day-meta">Holiday-shortened setup: liquidity, rates, year-end positioning.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Dec 24</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2025-12-24-wednesday.html" class="day-link">Wednesday Momentum — December 24</a></div><div class="day-meta">Holiday tape momentum check.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Dec 26</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2025-12-26-friday.html" class="day-link">Friday Weekly Recap — December 26</a></div><div class="day-meta">Year-end recap framing.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Dec 28</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2025-12-28-sunday.html" class="day-link">Sunday MacroNote — December 28</a></div><div class="day-meta">Big-picture themes & positioning for next week.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Dec 15</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Dec 15</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2025-12-15-monday.html" class="day-link">Monday Market Outlook — December 15</a></div><div class="day-meta">Kickoff note for the week.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Dec 17</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2025-12-17-wednesday.html" class="day-link">Wednesday Momentum Check — December 17</a></div><div class="day-meta">Midweek tape & sector rotation.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Dec 19</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2025-12-19-friday.html" class="day-link">Friday Recap — December 19</a></div><div class="day-meta">End-of-week equity & macro wrap.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Dec 21</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2025-12-21-sunday.html" class="day-link">Sunday Macro — December 21</a></div><div class="day-meta">Sunday macro note & positioning for next week.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Dec 8</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Dec 8</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2025-12-08-monday.html" class="day-link">Monday Market Outlook — December 8</a></div><div class="day-meta">Kickoff note for the week.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Dec 10</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2025-12-10-wednesday.html" class="day-link">Wednesday Momentum Check — December 10</a></div><div class="day-meta">Midweek tape & sector rotation.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Dec 12</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2025-12-12-friday.html" class="day-link">Friday Market Recap — Risk Reprices, Rates Lead, and Breadth Thins</a></div><div class="day-meta">End-of-week equity & macro wrap.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Dec 14</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2025-12-14-sunday.html" class="day-link">Sunday Macro & Positioning Note — December 14</a></div><div class="day-meta">Big-picture themes & positioning for next week.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Dec 1</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Dec 1</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2025-12-01-monday.html" class="day-link">Monday Market Outlook — December 1</a></div><div class="day-meta">December seasonality, Fed messaging, and soft-landing odds.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Dec 3</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2025-12-03-wednesday.html" class="day-link">Wednesday Momentum Check — December 3</a></div><div class="day-meta">Post-holiday follow-through and real-volume test of the rally.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Dec 5</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2025-12-05-friday.html" class="day-link">Friday Market Recap — Higher-for-Longer Pricing, Risk Holds the Bid</a></div><div class="day-meta">End-of-week equity & macro wrap.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Dec 7</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2025-12-07-sunday.html" class="day-link">Sunday Macro & Positioning Note — December 7</a></div><div class="day-meta">Big-picture themes & positioning for the week ahead.</div></div>
</div>
</section>
<!-- NOVEMBER 2025 -->
<section class="month-slide" data-month="November 2025">
<div class="slide-kicker"><strong>November 2025</strong></div>
<div class="calendar-header"><div class="week-col-label">Week</div><div>Monday</div><div>Wednesday</div><div>Friday</div><div>Sunday</div></div>
<div class="calendar-row">
<div class="week-label">Week of Nov 24</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Nov 24</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2025-11-24-monday.html" class="day-link">Monday Market Outlook — November 24</a></div><div class="day-meta">Holiday-week setup: liquidity, seasonality, Fed uncertainty.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Nov 26</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2025-11-26-wednesday.html" class="day-link">Wednesday Momentum Check — November 26</a></div><div class="day-meta">Post-earnings tape and pre-holiday flows.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Nov 28</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2025-11-28-friday.html" class="day-link">Friday Market Recap — Thin Holiday Tape and a Market Still Leaning Long Risk</a></div><div class="day-meta">Post-Thanksgiving recap: flows, sectors, and positioning.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Nov 30</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2025-11-30-sunday.html" class="day-link">Sunday Macro & Positioning Note — November 30</a></div><div class="day-meta">Month-end macro wrap and positioning into December.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Nov 16</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Nov 17</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2025-11-17-monday.html" class="day-link">Monday Market Outlook — November 16</a></div><div class="day-meta">Second Monday outlook in the series.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Nov 19</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2025-11-19-wednesday.html" class="day-link">Wednesday Momentum Check — November 19</a></div><div class="day-meta">Midweek tape & sector rotation.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Nov 21</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2025-11-21-friday.html" class="day-link">Friday Market Recap — Futures Fade, Fed Speak Steady, Tech Pauses</a></div><div class="day-meta">End-of-week equity & macro wrap.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Nov 23</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2025-11-23-sunday.html" class="day-link">Sunday Macro & Positioning Note — November 23</a></div><div class="day-meta">Big-picture themes & positioning for the week ahead.</div></div>
</div>
<div class="calendar-row">
<div class="week-label">Week of Nov 10</div>
<div class="day-cell has-note"><div><div class="day-label">Monday</div><div class="day-date">Nov 10</div><span class="tag-pill tag-monday">Monday Outlook</span><a href="articles/2025-11-10-monday.html" class="day-link">Monday Market Outlook — November 10</a></div><div class="day-meta">Kickoff note for the week.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Wednesday</div><div class="day-date">Nov 12</div><span class="tag-pill tag-wednesday">Momentum</span><a href="articles/2025-11-12-wednesday.html" class="day-link">Wednesday Momentum Check — November 12</a></div><div class="day-meta">Midweek tape & sector rotation.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Friday</div><div class="day-date">Nov 14</div><span class="tag-pill tag-friday">Friday Recap</span><a href="articles/2025-11-14-friday.html" class="day-link">Friday Market Recap — Rates Stabilize, Oil Slips, Markets Drift</a></div><div class="day-meta">End-of-week equity & macro wrap.</div></div>
<div class="day-cell has-note"><div><div class="day-label">Sunday</div><div class="day-date">Nov 16</div><span class="tag-pill tag-sunday">Sunday Macro</span><a href="articles/2025-11-16-sunday.html" class="day-link">Sunday Macro & Positioning Note — November 16</a></div><div class="day-meta">Big-picture themes & positioning for next week.</div></div>
</div>
</section>
</div>
</div>
</div>
<p class="disclaimer">
This calendar is for reference and education only. Each note reflects views at the time of writing and is not financial advice or a recommendation to buy or sell any security or instrument.
</p>
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