Energy Transfer LP (ET) — the peer cohort

Long reads

• Earnings Season — The Bar Meets Its First PrintsWeekly Signal · 12 Jul 2026

101 and glossary

• Extended-Hours TradingGlossaryTrading before the 9:30 ET open (pre-market, from 4:00) and after the 16:00 ET close (after-hours, to 20:00) on electronic venues.

Dailies

• Oil hits $100 and Europe sells off 2% — Wall Street opens with memory chips up and almost everything else downDaily Pulse · 9 Sept 2026Third, the rest of the day's calendar: Apple's product event at 1 pm ET, the 10-year Treasury auction at 1 pm ET on the day the yield sits at its highest since 2023, and the Treasury's announcement of the size of its expanded debt buyback…
• Samsara jumps 15%, Zscaler beats and goes nowhere, bitcoin tops $81,000 — Wall Street’s best day in a month lands the night before the jobs reportMorning 10 · 4 Sept 2026Asia is mostly green ahead of the first jobs report of the Warsh Fed at 08:30 ET.
• Chips up, software down: Nvidia leads a split rebound while the bond market catches its breathMidday 10 · 2 Sept 2026
• Bitcoin's overnight break of 80,000 fades back under Monday's own close, while SOXX's bounce holds through the session and IEF clears the bond veto's third test at 93.51.Morning 10 · 26 Aug 2026IBIT split the other way: it closed Tuesday at 44.72, up 0.18%, its second consecutive close above the 44.5 reclaim line even as spot kept sliding after IBIT's own 16:00 ET print.
• Tokyo reversed the silent selling overnight — Seoul joined, then faded at the closeMorning 10 · 10 Aug 2026the compression meets its referee midweek: July CPI Wednesday 08:30 ET (survey median +0.1% m/m after June's −0.4%), PPI Thursday.
• TSMC prints +45%, the rotation pays the whole chain — and the bond coil leaks into the refereeMidday 10 · 10 Aug 2026Tonight's close against the line is the honest read; the referee reports Wednesday 8:30 ET, survey median +0.1% on the month.
• SOXX breaks its floor on FOMC day — the sell-off spares only the testersMidday 10 · 29 Jul 2026The third leg of the chip sell-off arrived in US hours and broke the line: SOXX through Tuesday's 480.50 flush-low with the Fed decision still ahead at 14:00 ET.