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Newsletter · By Humphrey Yang · English · Official site

Indexed issues, last 90 days
16
Latest publication
Sep 30, 2026
Audience
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Earliest in this view
Aug 5, 2026

Latest issues

  1. Issue · Sep 30, 2026

    📉👨‍💻 Few Jobs but Few Layoffs Too (opens the original)

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    Happy Wednesday all,The labor market is showing more signs of cooling as job openings fall and consumer confidence weakens, giving the Fed another reason to watch Friday’s jobs report closely. Meanwhile, regulators are taking a harder look at increasingly sophisticated investing strategies, just as retail markets continue expanding into new territory.In today’s Hump Days, we look at the latest cracks emerging in the labor market, the IRS crackdown on a fast-growing ETF tax strategy, and Robinhoo

  2. Issue · Sep 27, 2026

    🤖🧠 The Biggest Bet in US Economic History (opens the original)

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    <img alt="" class="sizing-normal" height="204" src="https://substackcdn.com/image/fetch/$s_!5tE4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F07b729bd-0e

  3. Issue · Sep 23, 2026

    📉🔎 Analysts Turn Negative on US Profits (opens the original)

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    Happy Wednesday all,The US economy is showing surprising strength even as higher rates and energy costs put more pressure on markets. Business activity just reached its fastest pace in years, but that resilience is also fueling inflation concerns and making the Fed’s path increasingly complicated.In today’s Hump Days, we look at why strong economic data could keep rates higher, the first turn lower in Wall Street earnings expectations in nearly six months, and the debate over whether restricting

  4. Issue · Sep 21, 2026

    🤖😈 AI Continues to Hack: Latest Update (opens the original)

    Excerpt · Positive tone

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    <img alt="" class="sizing-normal" height="204" src="https://substackcdn.com/image/fetch/$s_!5tE4!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F07b729bd-0e

  5. Issue · Sep 16, 2026

    🇺🇸📈 US Household Incomes at All Time High?! (opens the original)

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    Happy Wednesday all,Markets are adjusting to a new interest-rate environment after the Fed’s latest move, with the 10-year Treasury yield now above 5% and borrowing costs continuing to climb across the economy. At the same time, new data shows American household incomes reached a record high last year, even as affordability remains a major concern for consumers.In today’s Hump Days, we break down what 5% Treasury yields could mean for stocks, the latest picture of American household finances, an

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