Week Ahead

Jobs Beat. Iran Deal Dead. Oil Above $103. Now What?

May 11, 2026

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6 min read

Jobs Beat. Iran Deal Dead. Oil Above $103. Now What?

Friday's jobs report beat by double the consensus and the Nasdaq hit 26,000 for the first time in history — but Iran deal optimism collapsed in the same session after Trump called Tehran's proposals 'totally unacceptable.'

Nathan Grey

Week Ahead

The Jersey Is in the Rafters. Here Is What Happens Next.

May 3, 2026

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7 min read

The Jersey Is in the Rafters. Here Is What Happens Next.

Greg Abel raised Warren Buffett's jersey to the rafters in Omaha yesterday, then signaled patience on $400 billion in cash, telling the world that the greatest value investor in history doesn't see enough compelling value at today's prices to deploy aggressively

Nathan Grey

Week Ahead

48 Hours. Iran Is Reloading. The Market Doesn't Care Yet.

Apr 20, 2026

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6 min read

48 Hours. Iran Is Reloading. The Market Doesn't Care Yet.

The Nasdaq's 13-day winning streak — the longest since 1992 — ended quietly today as Iran fired on commercial vessels in the Strait over the weekend, publicly announced it spent the ceasefire reloading its missiles, and pulled out of a second round of talks, calling Washington's demands 'childish' with the ceasefire now expiring Wednesday at 6:32 p.m. ET.

Nathan Grey

Week Ahead

The Talks Failed. The Blockade Began but Markets Held Anyway

Apr 13, 2026

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10 min read

The Talks Failed. The Blockade Began but Markets Held Anyway

The Islamabad talks collapsed after 21 hours of historic direct negotiations — the first between the U.S. and Iran since 1979 — sending oil back above $100 and triggering a U.S. Navy blockade of Iranian port traffic, while markets somehow held on Trump's signal that Iran 'still wants a deal.'

Nathan Grey

Week Ahead

The Islamabad Accord Could End This War Tomorrow Night

Apr 6, 2026

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11 min read

The Islamabad Accord Could End This War Tomorrow Night

Markets are holding a cautious four-day winning streak as the Islamabad Accord — a formal 45-day ceasefire proposal brokered by Pakistan, Egypt, and Turkey — sits on the table with tomorrow night's April 7 deadline looming as the most binary market moment of the entire conflict.

Nathan Grey

Week Ahead

The Clock Is Ticking. Five Days to Find Out If This Is Real.

Mar 23, 2026

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11 min read

The Clock Is Ticking. Five Days to Find Out If This Is Real.

Markets staged a dramatic reversal today after President Trump announced a five-day pause in strikes on Iran — but indexes closed well off their highs as Tehran denied any talks ever took place. Here's what the closing numbers actually tell us, and why the next 120 hours may be the most important of the year.

Nathan Grey

Week Ahead

Fire, Oil, and a Reckoning: What’s Happening in the Markets Right Now

Mar 9, 2026

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10 min read

Fire, Oil, and a Reckoning: What’s Happening in the Markets Right Now

The Strait of Hormuz is effectively closed, oil is surging past $109 a barrel, and the U.S. economy just shed 92,000 jobs — all in the same week.

Nathan Grey

Week Ahead

Oil spiked. Stocks flinched. The real shock is the plumbing.

Mar 2, 2026

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5 min read

Oil spiked. Stocks flinched. The real shock is the plumbing.

Oil spiked and stocks slipped but the bigger risk is the “plumbing”: disrupted tankers and disappearing war-risk insurance that can keep prices elevated.

Nathan Grey

Week Ahead

Feb 16, 2026

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4 min read

President's Day Week Ahead

Today is Presidents Day, and U.S. markets are closed. But pauses like this are often when professionals step back, reassess positioning, and prepare for the next wave of data, earnings, and macro signals.

Nathan Grey

Week Ahead

Feb 2, 2026

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4 min read

Strength in the Quiet | Week Ahead Signals

Markets are starting the week in relatively stable condition as investors balance earnings momentum, inflation expectations, and central bank positioning.

Nathan Grey

Week Ahead

Jan 26, 2026

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4 min read

The Week Ahead Signals

U.S. markets are trading calmly as investors look ahead to a busy week of earnings, inflation data, and Fed commentary.

Nathan Grey

Week Ahead

Jobs Beat. Iran Deal Dead. Oil Above $103. Now What?

The Jersey Is in the Rafters. Here Is What Happens Next.

48 Hours. Iran Is Reloading. The Market Doesn't Care Yet.

The Talks Failed. The Blockade Began but Markets Held Anyway

The Islamabad Accord Could End This War Tomorrow Night

The Clock Is Ticking. Five Days to Find Out If This Is Real.

Fire, Oil, and a Reckoning: What’s Happening in the Markets Right Now

Oil spiked. Stocks flinched. The real shock is the plumbing.

President's Day Week Ahead

Strength in the Quiet | Week Ahead Signals

The Week Ahead Signals

Bread & Bull