Jobs Report Tanked Stocks. Here's What It Means for the Fed, Rates, and Your Portfolio.
$SPY just had its worst day in months: -2.8% to $734. $QQQ got destroyed -- -4.7% to $701. Volume 2x normal. One catalyst: a jobs report that came in too strong for a market priced for rate cuts. Here's what it means for the Fed, rates, and stocks.
DUMPING $HYPE?
After a +236% rally from the Dec/Jan lows, the chart is printing textbook distribution candles near all-time highs.I broke down the data. 🧵
HOOD -- The Agentic Pivot
$HOOD was a 2025 monster: +185%, from $39 to $112.
Then 2026 happened. Down -49% peak to trough, touching $63.53 in April. Looked like the fintech dream was over.
But something just changed. A violent +28% breakout in two sessions, on 2.9x average volume. Here's what I'm watching.
Two supply-side catalysts converging on crude.
Jeff Currie: Europe faces "serious, really serious problems" if the US restricts oil exports. Simultaneously, Iran-US diplomatic channels have gone dark on the preliminary MOU.
The market hasn't priced the joint probability. Here's the technical setup.
I asked Tailor to dig into the UnitedHealthcare lawsuit trending on my feed. Here's what it came back with and it's worth paying attention to.
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A lot of people focus on the model when talking about agentic workflows.
But the harness is really the app layer. It’s where context, memory, tools, permissions, orchestration, and execution all come together to actually make the agent useful.
The model matters. The harness is what turns it into a product.
inspired by others comparing hyperliquid's price discovery on IPO day for solana:4yEjcMiy6GAgrpWpUvhUXfaP1vQmJXfqJjEyxBSZpump , i asked tailor
"When xyz:CBRS is above the tradfi price, does the price go up?"
results it found were interesting and very nuanced. hyperliquid lead moves, but the direction of the move mattered.
inspired by others comparing hyperliquid's price discovery on IPO day for solana:4yEjcMiy6GAgrpWpUvhUXfaP1vQmJXfqJjEyxBSZpump , i asked tailor
"When xyz:CBRS is above the tradfi price, does the price go up?"
results it found were interesting and very nuanced. hyperliquid lead moves, but the direction of the move mattered.
we're building tailor at @buttonxyz, an agentic coding harness to navigate and trade xyz markets. here it is comparing yesterday's cbrs bbo on tradexyz vs tradfi