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TBFG Weekly Brief: July 26
Monday 20 – Saturday 25 July 2026. Market data as of Friday’s close, 24 July 2026
Jul 26
3
TBFG Weekly Brief: July 19.
Monday 13 – Saturday 18 July 2026. Market data as of Friday's close, 17 July 2026.
Jul 19
2
1
TBFG Weekly Brief: July 12.
Market data as of Friday July 10 close. Analysis, not financial advice — do your own homework.
Jul 12
7
1
TBFG Weekly Brief: June 29 to July 05.
The Independence Day Freeze, the OPEC+ Supply Spigot, and the Tariff-Eve Rebalancing
Jul 6
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The Boring Finance Guy
3
2
TBFG Weekly Brief: June 15 - 21
The Warsh Hawkish Shock, The $80 Brent Pullback, and the Great Central Bank Standstill
Jun 21
•
The Boring Finance Guy
3
2
TBFG Weekly Brief: June 08 - 14
A 12.5% Tariff Wall, the Run Past 7,600, and the Strike Norway Talked Down
Jun 14
•
The Boring Finance Guy
1
2
TBFG Weekly Brief: June 01 - 07
The 10% Tariff Shockwave, De-Escalation Realities, and Sovereign Labor Truces
Jun 7
•
The Boring Finance Guy
1
TBFG Weekly Brief: May 25 - 31
The Stagflation Ghost, The "Second Estimate" Reality, and Corporate Margin Moats
May 31
•
The Boring Finance Guy
1
TBFG Weekly Brief: May 18 - 24
The Computational Vault, Sticky Inflation, and the Sovereignty Premium
May 25
•
The Boring Finance Guy
1
2
TBFG Weekly Brief: Strategic Vault
May 11 - May 17: The Strategic Vault, The Consumption Firewall, and The Sovereign Gas Lever
May 17
•
The Boring Finance Guy
1
TBFG Weekly Brief: Protectionist Pivot & Capex
May 04 - May 10: The Protectionist Pivot and the "Capex" Confirmation
May 10
•
The Boring Finance Guy
1
1
TBFG Weekly Brief: AI Infrastructure & Protectionist Shield
April 27 - May 03: The AI Infrastructure Arms Race & the Protectionist Shield
May 3
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The Boring Finance Guy
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