
Weekly Notes — October 10, 2026
It has been a rough week of being sick. I have slept a ton but thankfully, prior to going down and out, Cerebras provided a teaching moment, and driving in to work Friday at 4:30 a.m. provided another as I…

It has been a rough week of being sick. I have slept a ton but thankfully, prior to going down and out, Cerebras provided a teaching moment, and driving in to work Friday at 4:30 a.m. provided another as I…

I went back and forth this week to find a teaching moment within the news then the inflation report came out Friday and the market rallied on it. I want to spend a little time walking through those numbers because…