Weekly Review
Mon-T Weekly Review — w/e 1 May 2026
Three from four, the desk discovers that silence is sometimes a strategy and sometimes just silence, and crude oil reminds everyone the war is not over.
Weekly Review
Three from four, the desk discovers that silence is sometimes a strategy and sometimes just silence, and crude oil reminds everyone the war is not over.
Weekly Review
One from eight, the worst scorecard in MAD history, and the Iran ceasefire reminds everyone that wars don't end on schedule.
Weekly Review
Six from eight, crude oil's ceasefire collapse delivers -14.78%, and the S&P 500 breaks records while the Nasdaq watches from the NO CALL sidelines. Again.
Weekly Review
Six from six, the Aussie dollar finally gets its MOTW, and crude oil crashes 14% while the desk watches from the cheap seats.
Weekly Review
The pipeline went dark, crude oil added another 12%, and the desk's bias sheet tells a story the synthesis never got to publish.
Weekly Review
Every bearish call on the board, a coin-flip scorecard, and gold's worst week since 1983 finally gets the MOTW it deserves.
Weekly Review
The Fed's hawkish hold detonated precious metals, the desk's crude oil pivot landed again, and eight NO CALLs watched the world burn.
Weekly Review
Ten from fifteen, the S&P bearish call lands, and the Iran war turns crude into a one-way street while wheat gets winterkilled by reality.
Weekly Review
Iran blew a hole in the Middle East and an even bigger one in the desk's metals thesis. Seven from fifteen, and crude oil just wrote the trade of the year.
Weekly Review
Fourteen from fifteen, silver does it again, and the desk finally stops fighting the crude oil tape.
Weekly Review
The desk is back, silver smashes through R1, and the FX complex reminds everyone that currencies have feelings too.