The Trading Post | 07.24.26

July 24, 2026

Good morning,

Oil broke the century mark, Trump rebuilt the tariff wall, Alphabet and Tesla revived AI-spending anxiety, rising yields dragged Fed-hike chatter back from the dead, and Intel delivered its fastest revenue growth since 2011.

Let’s jump in.

Yesterday’s Post-Market Performance

As of 07.23.26 market close.

Market News

  • Oil Hits Triple Digits: Brent settled above $100 as escalating Middle East tensions threatened global supply and shipping routes, putting energy stocks in play while airlines and transports quietly reached for the antacids. Reuters

  • Trump Rebuilds the Tariff Wall: New duties targeting 60 economies replaced the temporary global tariff set to expire July 24, raising fresh risks for retailers, import-heavy manufacturers, and globally exposed supply chains. Reuters

  • AI Spending Tests Investor Patience: Alphabet’s rising capital expenditures and cash burn renewed concerns about when massive AI investments might produce equally massive returns, while Tesla added another layer of pressure to the megacap trade. Reuters

  • Fed-Hike Chatter Returns: Surging oil prices and rising Treasury yields pushed traders to consider whether the Fed’s next move could eventually be tighter rather than easier, because apparently inflation needed another comeback tour. CNBC

Earnings We’re Watching

  • Travelers Companies, Inc. (TRV) - Friday (BMO)

  • Truist Financial Corporation (TFC) - Friday (BMO)

Trade Ideas

Agnico-Eagle Mines Limited (AEM), Amazon.com, Inc (AMZN), Baidu, Inc (BIDU),
Hut 8 Mining Corp. (HUT)

iShares Russell 2000 Index Fun (IWM), Microsoft Corporation (MSFT), Oracle Corporation (ORCL), Taiwan Seminconductor Manufactu (TSM)

UnitedHealth Group Incorporated (UNH), Agnico-Eagle Mines Limited (AEM), Amazon.com, Inc (AMZN), Baidu, Inc (BIDU)

Want to learn how we trade these? Learn the setup we call the “High Volatility Switchback” trade.

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Daily Moment of Zen

❝

In trading and in life, it’s not about being right - it’s about not blowing up.

Marcus Aurelius

Why It Matters:

Marcus Aurelius never traded a surprise Fed headline, an overnight oil spike, or a stock that ignored flawless earnings and dropped 12% anyway—but he understood the problem.

Traders cannot control the market’s reaction, the next headline, or whether an institution decides to unload three million shares directly into their breakout. They can control position size, entries, exits, and whether one losing trade becomes an emotionally sponsored disaster.

Strength in trading is not predicting every move. It is accepting that the market owes you nothing, then following your process anyway. Control the risk. Control the response. Let the market continue its daily tradition of being completely unreasonable.