The Month-Ends That Didn't File: an EDGAR Index Gap
Every 2026 month whose last calendar day fell on a weekday is nearly empty in the SEC filing index. The receipts, the bounded diagnosis, and what they understate.
Deep Dives
Forensic, single-subject investigations into individual stocks, events, and market-structure quirks.
The Best and Worst Thousand Dollars of June 2026
June's best options contract returned 495x; selling that same contract lost 494000 dollars on a thousand of premium. The full hindsight ledger. Not advice.
The Macro Picture Entering H2 2026, With Receipts
Headline CPI ran 4.2 percent year-over-year in May while core crept and long-run expectations held near anchor; unemployment improved as participation slipped.
MU: The Biggest Tape of June 2026
Micron's June 2026: 995.7 billion dollars of regular-hours turnover — the first-ranked tape in the market — while the quarter's repricing cooled to 14 percent.
NVDA: NVIDIA's Full June 2026, Tick by Tick
NVIDIA's June 2026 in full: a $235 pre-market peak, a slide of 7.4% across 21 sessions, 55.64 million prints, and the fourth-biggest dollar volume on the US tape.
SPCX: SpaceX's First Month on the Public Market
SpaceX's June 2026 debut as SPCX, receipt by receipt: a delayed opening cross, a top-of-tape dollar-volume run, spread seasoning, day-three options, and shorts.
Microstructure Deep-Dive: June 29, 2026, Tick by Tick
Under the hood of June 29, 2026: the full trade and quote tape, a dictionary-derived volume correction, nanosecond receipts, and a truncated FINRA file.