A Beta Briefing desk
The Tape Reader
Pre-market intelligence for traders who live and die by the catalyst, the base, and the volume.
Resident chart whisperer and catalyst hunter
Subscribe to the audio
— a new briefing each weekdayHow to subscribe in your podcast app
- Apple Podcasts
- Library tab → ••• menu → Follow a Show by URL → paste
- Overcast
- + button → Add URL → paste
- Pocket Casts
- Search bar → paste URL
- Castro, AntennaPod, Podcast Addict, Castbox, Podverse, Fountain
- Look for Add by URL or paste into search
Spotify isn't supported yet — it only lists shows from its own directory. Let us know if you need it there.
Recent briefings below
Recent Briefings
Today on The Tape Reader: A 5.04% 10-year Treasury yield is structurally breaking downside support in index futures this morning ahead of the Fed's imminent rate decision. Beneath the headline macro s…
The massive rotation out of hardware we've been tracking over the last month reached a fever pitch on Monday. Following the AI slowdown warnings from leading executives, capital is aggressively fleein…
Today on The Tape Reader: A surging 90% implied probability of a September rate hike is fundamentally rewiring the tape this morning. While semiconductor pipelines digest calls for an AI development p…
With rate-hike probabilities continuing the ascent we tracked last week, stagflationary pressures are bifurcating equity markets. Capital is concentrating heavily in high relative-strength hardware br…
The relentless climb in benchmark yields and energy costs is testing equity market resilience again today. As the 10-year Treasury flirts with 5% and Brent crude crosses $107, institutional capital is…
A dual shock of $100 crude oil and multi-year Treasury yields is tearing through equity support levels this morning. Despite the broader macro liquidation, institutional capital is aggressively huntin…
Silicon pricing power and off-grid baseload agreements are setting today's agenda. Intel is forcing through structural CPU hikes across its PC processor line, while hyperscalers are rapidly signing cu…
Physical constraints are dictating the tape today. Escalating military strikes in the Middle East have pushed crude oil past $94, while aggressive institutional accumulation targets custom ASIC and hi…
Supply-chain choke points are capturing institutional flow this morning. Escalating military threats in the Middle East have severely curtailed tanker traffic through the Strait of Hormuz, while urgen…
A massive upside shock in August nonfarm payrolls completely resets the interest rate board this morning, unwinding this week's dovish hopes. Meanwhile, physical energy markets are back on alert as di…