Read First Light after work
Wall Street is shut and the Asian session is where the overnight moves happen. One concise briefing lays out the wrap, the calendar, and the day’s ideas.
First Light · Friday, 9 October 2026
A daily, marked-to-market briefing on gold, FX and crypto — read from Australia while the US sleeps through the Asian session. First Light lands in your inbox each trading morning.
Published every trading morning since 12 June 2026 · 79 briefings on the public record · every idea tracked, win or lose
Simulated paper account — launched 6 May 2026 with a notional $10,000, every idea tracked win or lose. Simulated results have inherent limitations and do not represent actual trading. Past performance is not a reliable indicator of future results. See the full record →
Wall Street is shut and the Asian session is where the overnight moves happen. One concise briefing lays out the wrap, the calendar, and the day’s ideas.
Each idea comes with entry, stop and target levels — the order mechanics, so a plan can sit working overnight while you’re asleep.
Wake up to the outcome. Every idea is then marked to market on the public paper book — win or lose, no cherry-picking.
Oil jumped again on fresh attacks on Gulf shipping, and borrowing costs in the US are sitting near their highest in over twenty years — a combination that tends to squeeze shares, crypto and gold at the same time. The US dollar has the upper hand, so my lean today is to sell bounces rather than chase dips. The one trade already working for us is the short on USDJPY, which is up more than a full "R" (a unit of risk) with half the position banked.
Overnight wrap, the day’s calendar, and a handful of specific ideas with levels. Market commentary, not advice.
Every idea tracked on a simulated paper book — no screenshots of the good days only. Public and continuous.
Numbers over adjectives. Calibrated conviction, honest about losses. The tone of a research desk, not a hype channel.
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