The basics How a week works Read, answer, seal, and let Friday judge. The two rules that make a week clean. 3 min read · 3 questions Reading a bottle The weekly move, the colours, and why a rising VIX is red. 4 min read · 3 questions The six questions What each row of the shelf measures, and the question it answers. 5 min read · 3 questions Conviction and the noise band Why a small move counts as nothing, and what conviction does and does not mean. 3 min read · 3 questions Reviewing a week Process over outcome: what to look for after Friday, and how to write one line. 3 min read · 2 questions Thinking traps Five ways a good read goes wrong, and the habit that catches each one. 4 min read · 3 questions The Storm Glass The optional call on the week's biggest release: how it works and how to think about it. 3 min read · 2 questions Deeper Volatility and credit The VIX, its curve, and why credit spreads often move first. 5 min read Rates and the dollar The 2-year yield, the curve, and why a sharp dollar can tighten everything. 5 min read Real yields, breakevens and gold Splitting a move in rates into inflation fear and real tightening. 5 min read Financial conditions and risk appetite NFCI, Bitcoin and oil: is money loose and looking for risk? 4 min read Breadth and leadership Is the whole market moving, or a handful of giants? 4 min read Big releases The Fed, CPI, jobs and PPI: why some days carry more risk than others. 4 min read Inflation reports: CPI and PPI Headline and core, month and year, and why "expected" matters more than "high". 5 min read The Fed and the FOMC Rate decisions, the statement, the press conference and the dots. 5 min read The jobs report Payrolls, unemployment and wages, and why good news can be read two ways. 4 min read When stocks and bonds move together Why the usual links between markets can change, and what that means for reading rows. 4 min read Going against the shelf, and your record Contrarian calls, calibration, and learning from your own numbers. 4 min read