Early Start | VonTrend

Oliver Buchannon

Early Start

The rally missed something

Apr 10, 2026

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6 min read

The rally missed something

Seven straight days of gains. The best week since November. And only nine ships made it through the Strait of Hormuz in the past 24 hours.

Relief, meet reality

Apr 9, 2026

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6 min read

Relief, meet reality

The Dow’s best day since April 2025 lasted exactly one session. Iran is accusing the US of breaching the ceasefire, oil is bouncing back, and CPI lands tomorrow.

Read the calendar, not the chart

Apr 8, 2026

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7 min read

Read the calendar, not the chart

Futures are surging on a conditional ceasefire. Delta reports before the bell, FOMC minutes drop this afternoon, and Friday’s CPI lands in a market that just decided the war is over.

Who blinks first?

Apr 7, 2026

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5 min read

Who blinks first?

Four straight days of gains into a rejected ceasefire, FOMC minutes Wednesday, and the first CPI print with a full month of war-driven energy costs.

The dam breaks at 9:30

Apr 6, 2026

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5 min read

The dam breaks at 9:30

Three days of unpriced news hit the tape this morning. A new Tuesday deadline, FOMC minutes Wednesday, and Delta earnings in a $112 oil world.

The report nobody can trade

Apr 3, 2026

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4 min read

The report nobody can trade

March payrolls land at 8:30 AM into a closed market. Monday is April 6. The timing matters more than the number.

The cost nobody priced in

Apr 2, 2026

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4 min read

The cost nobody priced in

ISM input costs just hit their highest level since 2022. Oil is back above $105. And yesterday's rally is already gone.

Is the war trade already over?

Apr 1, 2026

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4 min read

Is the war trade already over?

The S&P just posted its best day since May. Oil gave back nearly $20 a barrel. And the ceasefire still does not exist.

Did Iran just blink?

Mar 25, 2026

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4 min read

Did Iran just blink?

The Strait is technically open again. For some ships. Under conditions. And Iran's military says the war continues.

The rally nobody trusts

Mar 24, 2026

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4 min read

The rally nobody trusts

Oil snapped back above $100. Gold just posted its 10th straight loss. And Netanyahu says the strikes continue.

$5.7 trillion expires today

Mar 20, 2026

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4 min read

$5.7 trillion expires today

Kuwait's largest refinery is burning for the second straight day. And it's triple witching.

Oil: $114 and climbing

Mar 19, 2026

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4 min read

Oil: $114 and climbing

The Dow just hit its 2026 low. Powell says he's not leaving. Here's what happened.

Is 3.4% the wrong direction?

Mar 18, 2026

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3 min read

Is 3.4% the wrong direction?

The PPI print just landed hot. Powell speaks in hours.

Australia just blinked

Mar 17, 2026

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3 min read

Australia just blinked

A rate hike no one wanted, on the worst possible morning. Here's what moved.

Kharg Island, Jensen Huang, and the Fed — All in One Week

Mar 16, 2026

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3 min read

Kharg Island, Jensen Huang, and the Fed — All in One Week

Oil hub struck over the weekend. Nvidia keynote at noon ET. Fed on Wednesday.

Oil Hits $100 Again — and the Navy Won't Go In

Mar 12, 2026

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2 min read

Oil Hits $100 Again — and the Navy Won't Go In

The Strait stays closed, banks start cracking, and Adobe reports tonight.

Oracle Pops, Oil Won't Stop, CPI Plays It Safe

Mar 11, 2026

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2 min read

Oracle Pops, Oil Won't Stop, CPI Plays It Safe

The Strait is heating up and the market is stuck in the middle.

Oil, Oracle, and a Market Catching Its Breath

Mar 10, 2026

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2 min read

Oil, Oracle, and a Market Catching Its Breath

Futures dip, crude pulls back, and CPI is 24 hours away.

Mar 9, 2026

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2 min read

Oil is surging

Stocks are wobbling and inflation fears are back in focus.

Iran Claims Tanker Strike. Oil Rips Past $80. Three Sectors Are Catching Real Money.

Mar 6, 2026

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5 min read

Iran Claims Tanker Strike. Oil Rips Past $80. Three Sectors Are Catching Real Money.

Plus Broadcom defies the selloff, the AI chip export story nobody is talking about, and Berkshire starts buying again.

Market intelligence on the trends, sectors, and setups that move before Wall Street catches on.

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