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Over the last several trading days the market has behaved more like a casino than a church – with memory  and semis serving as the house.

Caveat emptor.

I will be expanding my short exposure on the Iranian news.

Positions: None  

Treasury Auctions

11:30 a.m.: Treasury hosts a $69B 17-Week Bill Auction; 

11:30 a.m.: Treasury hosts a $28B 2-Year FRN (r) Auction; 

1:00 p.m.: Treasury hosts a $70B 5-Year Note Auction

Fed Speakers: 

4:00 a.m.: Fed Bank of Dallas President Logan (Voter) participates in “Policy Panel Discussion 1: Monetary Policy and Imbalances” before the 2026 Monetary Policy from New Perspectives Conference hosted by the Bank of Japan Institute for Monetary and Economic Studies, Tokyo (Embargoed text available);

3:55 p.m.: Fed Board Governor Cook (Voter) speaks on “AI, the Economy, and the Financial System” before the Stanford Institute for Economic Policy Research (SIEPR) Policy Forum, Stanford, CA (Text available. Q&A from moderator. Livestream at stanford.zoom.us);

8:00 p.m.: Fed Vice Chair Philip Jefferson (Voter) participates in “Fireside Chat: Monetary Policy and Supply Shocks” before the 2026 Monetary Policy from New Perspectives Conference hosted by the Bank of Japan Institute for Monetary and Economic Studies, Tokyo (Text available. Q&A from moderator. No webcast); 

9:10 p.m.: Fed Bank of Chicago President Goolsbee (Non-Voter) Television Appearance – CNBC Squawk Box Asia (Interview to air across Asian markets. Interview excerpts will publish to CNBC Asia website after the interview); 

10:25 p.m.: Fed Bank of Chicago President Goolsbee (Non-Voter) participates in a panel discussion titled “Monetary Policy in a Changing World Economy” at the Bank of Japan Institute for Monetary and Economics Studies Conference, Tokyo (No Live Stream, Embargoed Text) 

Economic Calendar

Positions: None.

Positions: none.

Positions: None.

My pals Shadd Dales and Anthony Varrell had an informative Trade to Black interview after the close yesterday.

Run, don’t walk to watch the Chairman of ($CURLF) discuss uplisting and reverse splits:

TDR on X: “Curaleaf Thickens The Plot While SAM Keeps Losing https://t.co/NSJkqswKnt” / X

Positions: None.

From Knowledge@Wharton:

Cities Can’t Afford to Fight the Last War – Knowledge at Wharton