Daily Finance & Markets Brief · August 14th · Storyflo
← Storyflo·storyflo · finance and markets· finance
Finance
Daily Finance & Markets Brief · August 14th
storyflo · finance and markets
Aug 14, 2026 · 7 min listen · Last updated August 14, 2026
From storyflo. This is your daily audio brief. Mason, August 14th. Quick read on what moved overnight — five stories, no fluff. Let's get into it. First, from The Daily Upside. How Retirement Savers Can Profit from Big IPOs. Nobody likes being left out, but following the crowd brings its own risks.
Listen · storyflo · finance and markets
Daily Finance & Markets Brief · August 14th
0:00-6:40
Pick your daily storyteller
Subscribe to match with Theo, Jessica, Chloe, Mason, Brock — your voice, every brief.
Audio pre-rendered by Storyflo · cached + delivered from the edge
How Retirement Savers Can Profit from Big IPOs
Nobody likes being left out, but following the crowd brings its own risks. Perhaps the biggest financial story of 2026 has been the initial public offering of SpaceX, and the pending IPOs of Anthropic and OpenAI, together expected to bring as much as $4 trillion in market cap to US equities over the next six to 12 months. The AI economy hype has some investors rushing into SpaceX stock, with many champing at the bit to buy Anthropic and OpenAI to build a sort of mini-tech index in their taxable brokerage account or IRA. Call it: AI IPO FOMO.
Treasury, IRS Propose Streamlining Rollovers From 401(ks) to IRAs
Sit. Stay. Now rollover. Good boy! Proposed guidance from the Treasury Department and the IRS is aiming to simplify the rollover process between retirement plans and individual retirement accounts. Instead of participants carrying much of the administrative burden, the new rules would have recordkeepers shoulder more of the work and facilitate electronic asset transfers. Direct rollovers are already possible, but the proposal would create standardized forms and procedures for financial institutions to coordinate transfers.
Welcome Avatar! The broader market backdrop is increasingly disconnected from crypto. The S&P 500 closed at a record high today as cooler inflation data reduced concerns around further rate hikes while Bitcoin is trading around $63,500. There’s no sugar coating it - crypto markets are weak right now. However, there are still companies making moves in toda…
After 6 days of tight consolidation, the Nasdaq finally broke out! Let’s take a deep dive into today’s price action, and then finish the week strong! HAGE 🍻 PPI came out lighter than estimates. PPI incoming tomorrow AM! 👇 US Investing Championship Record🏆 2026: -15.03% as of 7/31 2025: +39.1% 2024: +254.0% 2023: +103.5%
TTG EOD Market Review⚡: Positions, Themes & Global Trend Portfolio
Here is your end of day Market Recap: SPY RSP MDY IWM QQEW Break Out to New Highs Macro: Bonds TLT +0.6% / Dollar UUP -0.1% / VIX +1.6% Software IGV WDAY steals the show from Semis SMH which stalls at 50d MA CIBR Cyber makes a new high Refiners are in Beast mode VLO PBF PSX MPC 🧰 “Out of the Box” Proprietary Stock Screen🧰 Notes Regarding the Below Lists: Names trending above their Value Area on 3 different timeframes Uses Volume at Price — MarketWebs (MW) Trading System learn more Can be utilized to generate trade ideas 💡, names to watch / set alerts 🔔, and identify 🔍potential sector and…
Even After CPI and PPI Long-Term Treasury Rates Still Look Too Low
Despite an in-line CPI reading and a slightly weaker PPI reading, 10-year rates are flat for the week, while 30-year rates are actually up 2 bps. I don’t think many would have expected that, given all the worries around inflation we read about. To me, the recent rise in rates is about more than just inflation. It is perhaps about the normalization of the yield curve, given that it seems pretty clear at this point that the rate-cutting cycle is over. If that is the case, then it would seem that 10- and 30-year rates are too low relative to the 2-year Treasury and should be much higher.
The July inflation reports confirm that the ill wind of bad money continues to blow. On a Y/Y basis the CPI was up by +3.3% and the PPI, as reported this AM, was higher by +4.7%. And if you happen to glance at the upstream PPI for all commodities and goods in process—a measure of what is coming down the pike during the months just ahead—the Y/Y rise was +8.3%. Needless to say, those figures hardly comprise a case for Fed “easing”, notwithstanding the usual Wall Street talking head chatter this AM aimed at what amounts to picking pepper out of the fly shit.
The July inflation reports confirm that the ill wind of bad money continues to blow. On a Y/Y basis the CPI was up by +3.3% and the PPI, as reported this AM, was higher by +4.7%. And if you happen to glance at the upstream PPI for all commodities and goods in process—a measure of what is coming down the pike during the months just ahead—the Y/Y rise was +8.3%. Needless to say, those figures hardly comprise a case for Fed “easing”, notwithstanding the usual Wall Street talking head chatter this AM aimed at what amounts to picking pepper out of the fly shit.
$47M Revs; est. $54.4M $15.8M GP; est. $20.4M 34% GM; est. 37.4% ($3M) Op Income; est. ($3.3M) ($6.7M) NI; est. ($6.7M) ^ includes impact from deconsolidation Second quarter results include record biomass production of 246,000 pounds and cost of production of $122 per pound, significant quarter-over-quarter improvements. Company completed deconsolidation of its dual-use California business and celebrates uplisting to NYSE. Reaffirms full year 2026 wholesale cannabis biomass production forecast of approximately 1 million pounds.
Send this story to anyone — or drop the embed into a blog post, Substack, Notion page. Every play sends rev-share back to storyflo · finance and markets.