Archive - The Market Notebook

The Half-Trillion-Dollar Illusion

Behind Nvidia's new structured financing platform, why private credit is cracking, and the quiet shift in market risk.

6 hrs ago • Nico de Bony

Stock Market Divergences, U.S. Jobs, Gold Rally, and Silver Breakout

Aug 11 • Nico de Bony

[Video] Stock Market: The Rebound Is Running Out of Fuel as Gold Wakes Up

Several powerful tailwinds are starting to fade. What happens when they do?

Aug 7 • Nico de Bony

The Fed, Japan, and the AI Capex Reality

The Fed Outsourcing Tightening, a Historical FX Intervention, and the AI Capex Reality Check.

Aug 3 • Nico de Bony

July 2026

The Failed Weekend "TACO" and the 72-Hour Market Landmine

Jul 28 • Nico de Bony

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