Investment notes

Investment

A weekly market notebook: macro signals, important dates, and a calm framework for watching what changes next.

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Weekly market watch

Week of June 1511 min read

A Rally With a Hawkish Shadow

Stocks climbed in a holiday-shortened week as oil cooled and technology led, but the Fed's message kept one hard question alive: what if the next move is still higher?

June 19, 2026

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Week of June 812 min read

SpaceX Lands on Wall Street

The largest IPO in history arrived during a week of hot inflation, violent oil swings, and a market still willing to pay dearly for a believable future.

June 12, 2026

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Investment | David's Notes