Trump and Xi Agreed the Strait Should Be Open. The Strait Remains Closed.

IEA: inventories depleting at record pace. Nvidia H200s approved for Alibaba. Xi warned Trump on Taiwan. Dow retook 50,000. Warsh is Chair today.

📊 THE MARKET BREAKDOWN

Satirical daily market intelligence for traders who think in systems, not headlines.

Issue #235 | May 14, 2026