https://www.lumleytrading.com/newsletter Weekly macro and markets newsletter by William Lumley. en Sun, 28 Jun 2026 09:00:00 GMT https://www.lumleytrading.com/newsletter/the-setup-flipped https://www.lumleytrading.com/newsletter/the-setup-flipped Sun, 28 Jun 2026 09:00:00 GMT Issue 004: the friendly setup from last week flipped. Inflation came in hot, the ceasefire broke and oil is back in play, the AI trade cracked with Apple down and Micron fading, and I am closing the SpaceX short into confirmed index inclusion. https://www.lumleytrading.com/newsletter/spcx-one-to-short https://www.lumleytrading.com/newsletter/spcx-one-to-short Tue, 23 Jun 2026 09:00:00 GMT Issue 003: I shorted the largest IPO in history and have already banked most of it, a US and Iran framework cracked oil and closed my crude trade at a loss, the weekend un-did half the peace, and two income trades get paid to wait. https://www.lumleytrading.com/newsletter/the-oil-hedge-did-its-job https://www.lumleytrading.com/newsletter/the-oil-hedge-did-its-job Mon, 15 Jun 2026 09:00:00 GMT Issue 002: banking the crude war-hedge, why silver and now a smaller gold position are the real trades, MCD's plan into the 289 to 295 area, and a week framed by the Fed on the 17th and a US and Iran deal expected Friday the 19th. https://www.lumleytrading.com/newsletter/the-desk-note-001 https://www.lumleytrading.com/newsletter/the-desk-note-001 Wed, 10 Jun 2026 09:00:00 GMT Issue 001 — a rebuilt lumleytrading.com with a live Trade Log, in-depth research and a full trading manual, plus what to expect from The Weekly Rundown every Sunday.