Market Guide
018 min read · Interest rates · Nasdaq · Valuation
Why Bond Yields Move the Nasdaq
A practical framework for understanding how discount rates, duration and expectations reshape technology valuations.
ReadIndependent writing · Istanbul / Cambridge
Markets, technology and the global economy.
Evidence-led notes on US equities, Nasdaq, technology and macro.
Cambridge MBA ’27 · Boğaziçi ’22 · CFA Society Boston
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US equitiesNasdaqTechnologyMacroeconomics
Daily Market Capsule
0719 July 2026 · Oil · Geopolitics · Semiconductors
Oil Surges, Nasdaq Falls
Brent rose to $88.10 as the Nasdaq fell 1.4%. I examine whether June’s inflation relief can protect markets from the renewed pressure in oil and semiconductors.
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View all writingOil Surges, Nasdaq Falls
Brent rose to $88.10 as the Nasdaq fell 1.4%. I examine whether June’s inflation relief can protect markets from the renewed pressure in oil and semiconductors.
The S&P 500 Holds Support, Chips Stay Weak
The S&P 500 held its main support while damage in the Nasdaq 100 and semiconductor shares remained. The next test is whether relief in oil and rates can offset technology selling.
The End of “If It Has AI, Buy It”
Micron showed strong AI-memory demand, but the Nasdaq 100 did not fully price the optimism. Markets are shifting from buying every AI outlay to asking who can turn spending into profit.