The Market Breakdown

The Market Breakdown

Home
Podcast
Notes
Archive
Leaderboard
About
WEEKEND TRADE SHEET for 7/18/2026
Actionable stock & crypto swing-trades—fresh every Saturday, zero noise.
Jul 18 • Christopher Inks
TSMC Beat Earnings, Raised Capex Guidance, and Fell 3.64% Anyway
Netflix beat EPS and cut guidance and said it'll disclose less going forward. Chips are down 20% from their peak. The US sent more refueling planes to…
Jul 18 • Christopher Inks
Chips Fell for a Second Day, Trump Weighed Ground Forces, Everything Else Was Fine
Only two of eleven S&P sectors declined today. Retail sales and jobless claims both came in solid. The WSJ reported Trump is being briefed on expanding…
Jul 17 • Christopher Inks
Warsh Said No Tolerance for Inflation, Then Stocks Rallied for the Second Straight Day
Chip stocks that rallied Tuesday fell hard Wednesday. Big Tech that fell two weeks ago hit new highs. PayPal jumped 16% on a buyout report. Buffett…
Jul 16 • Christopher Inks
Mid-Week Risk Check: Fresh Prices, Updated Stops
Condensed pulse on volatility, yields, flows, and positioning. Your mid-week reality check.
Jul 16 • Christopher Inks
June's Inflation Cooled to 3.5%, a Month Before the Blockade Existed
IBM fell 25% and ate the Dow's entire bank-earnings rally by itself. Citi and Wells Fargo beat estimates and fell anyway. A strategist called the good…
Jul 15 • Christopher Inks
Iran Closed the Strait, Trump Reinstated the Blockade, and SK Hynix Gave Back Its Debut
The habituation broke. Iran shut Hormuz entirely. The US announced a blockade with a 20% shipping fee. SK Hynix fell 9% three days after its record IPO…
Jul 14 • Christopher Inks
WEEKEND TRADE SHEET for 7/11/2026
Actionable stock & crypto swing-trades—fresh every Saturday, zero noise.
Jul 12 • Christopher Inks
SK Hynix Raised $26.5 Billion the Same Week Memory Stocks Entered a Bear Market
Meta jumped 6% because AI costs might be half of what Wall Street feared. SpaceX fell because China landed a reusable rocket. The war stayed "over." Oil…
Jul 11 • Christopher Inks
The US Struck Iran 90 Times, Iran Hit the Gulf Back, and the Nasdaq Rose 1.3%
A strategist said markets may be growing immune to the on-again, off-again war. Thursday's rally is the first real evidence she's right. Oil fell. Chips…
Jul 10 • Christopher Inks
Trump Said the Ceasefire Is Over, Then Said the War Won't Restart
Iran struck 85 sites in Bahrain and Kuwait. Oil jumped 5%. The Dow fell 577 points. The Nasdaq rose anyway, because chip stocks needed a win more than…
Jul 9 • Christopher Inks
Mid-Week Risk Check: Fresh Prices, Updated Stops
Condensed pulse on volatility, yields, flows, and positioning. Your mid-week reality check.
Jul 9 • Christopher Inks
© 2026 Christopher Inks · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture