The Weekly Note

One email a week on what actually moved markets, and why it matters to what you own. No tips, no predictions, no jargon. Written by the founder of Oak Growth.

13 August 2026
Inflation behaved. Markets exhaled.
US inflation matched forecasts, the S&P closed near a record, and SpaceX's first lock-up expiry lands.
Why this exists. Most market coverage assumes you already understand the mechanism — that rates set the discount rate, that a supply shock and a demand shock are different things. This note explains the chain each time, in plain English, and says so plainly when nobody knows the answer. One email, every Friday.