https://rujjwalsharma.com/ A physician's notes on markets, medicine, AI, consciousness, and the ideas connecting them, plus an evening brief every day. en-us Sun, 04 Oct 2026 19:10:15 -0400 https://rujjwalsharma.com/archive#2026-10-04 https://rujjwalsharma.com/archive#2026-10-04 Sun, 04 Oct 2026 23:10:15 +0000 Today, Briefly Brazil heads to a runoff as Flávio Bolsonaro outruns the polls; Iran rejects US terms as the rial hits a record low. Markets: S&P 500 ▲ 0.73% · Nasdaq ▲ 1.19% · Dow ▲ 0.49% · 10Y 5.28% · WTI $91.11 · As of Fri close, Oct 2 (no session Sat–Sun) https://rujjwalsharma.com/archive#2026-10-03 https://rujjwalsharma.com/archive#2026-10-03 Sat, 03 Oct 2026 23:10:03 +0000 Today, Briefly Iran braces for renewed fighting as Trump weighs 'a decision'; Brazil votes Sunday; markets rest on Friday's rally. Markets: S&P 500 ▲ 0.73% · Nasdaq ▲ 1.19% · Dow ▲ 0.49% · 10Y 5.28% · WTI $91.11 · As of Fri close, Oct 2 (no session Sat) https://rujjwalsharma.com/posts/a-reflection-on-choice https://rujjwalsharma.com/posts/a-reflection-on-choice Sat, 03 Oct 2026 12:40:20 +0000 Maya, about consciousness We overestimate the difference between the path we chose and the paths we didn't, because we can imagine those alternatives but never live them. https://rujjwalsharma.com/posts/art-of-medicine https://rujjwalsharma.com/posts/art-of-medicine Sat, 03 Oct 2026 03:21:56 +0000 Inside the system From percussion to CT scans and pocket ultrasounds, and now AI: a physician on bedside skills, the tools that are replacing them, and who pays. https://rujjwalsharma.com/archive#2026-10-02 https://rujjwalsharma.com/archive#2026-10-02 Fri, 02 Oct 2026 23:10:28 +0000 Today, Briefly Payrolls rise just 29,000, ending October hike bets; Nasdaq jumps 1.2% but yields climb; G7 releases 100M barrels. Markets: S&P 500 ▲ 0.73% · Nasdaq ▲ 1.19% · Dow ▲ 0.49% · 10Y 5.28% · WTI $91.11 · As of Fri close, Oct 2 https://rujjwalsharma.com/archive#2026-10-01 https://rujjwalsharma.com/archive#2026-10-01 Fri, 02 Oct 2026 02:32:52 +0000 Today, Briefly Brent tops $100 as Iran talks stall, yields retreat from highs; Broadcom to lend Anthropic $42B; Nike sinks. Markets: S&P 500 ▲ 0.19% · Nasdaq ▲ 0.04% · Dow ▲ 0.04% · 10Y 5.24% · WTI ~$93 · As of Thu close, Oct 1 https://rujjwalsharma.com/posts/where-does-money-come-from https://rujjwalsharma.com/posts/where-does-money-come-from Thu, 01 Oct 2026 00:34:13 +0000 Connecting the dots A sequel to “What is money, really?”: how new money actually enters the economy through bank lending, why it can be undone, and why markets behave like weather. https://rujjwalsharma.com/archive#2026-09-30 https://rujjwalsharma.com/archive#2026-09-30 Wed, 30 Sep 2026 23:07:27 +0000 Today, Briefly Cool PCE cuts October hike odds to ~37%, but the 10-year hits 5.29%; Micron posts record $54B quarter; FTC probes AI labs. Markets: S&P 500 ▼ 0.25% · Nasdaq ▲ 0.24% · Dow ▼ 0.86% · 10Y 5.29% · WTI ~$90 · As of Wed close, Sept 30 https://rujjwalsharma.com/posts/grooves-not-blank-pages https://rujjwalsharma.com/posts/grooves-not-blank-pages Wed, 30 Sep 2026 03:43:39 +0000 Maya, about consciousness A reflection on free will: why we are born with grooves, not blank pages, and the four layers that shape who we become. https://rujjwalsharma.com/archive#2026-09-29 https://rujjwalsharma.com/archive#2026-09-29 Tue, 29 Sep 2026 23:17:40 +0000 Today, Briefly Oil falls 4% but the 30-year yield hits a 2002 high; AI CEOs sign a voluntary White House accord as Trump renames AI 'super intelligence'. Markets: S&P 500 ▼ 0.17% · Nasdaq ▼ 0.09% · Dow ▼ 0.26% · 10Y ~5.26% · WTI ~$89 · As of Tue close, Sept 29 https://rujjwalsharma.com/archive#2026-09-28 https://rujjwalsharma.com/archive#2026-09-28 Tue, 29 Sep 2026 02:31:18 +0000 Today, Briefly Stocks close lower a 2nd day as the 10-year hits a 19-year high and Trump rejects Iran's Hormuz offer. Markets: S&P 500 ▼ 0.77% · Nasdaq ▼ 0.92% · Dow ▼ 0.67% · 10Y ~5.24% · WTI ~$93 · As of Mon close, Sept 28 https://rujjwalsharma.com/archive#2026-09-27 https://rujjwalsharma.com/archive#2026-09-27 Mon, 28 Sep 2026 03:13:36 +0000 Today, Briefly Trump rejected Iran's seven-day plan to end the war and reopen the Strait of Hormuz. Markets: S&P 500 ▲ 0.51% · Nasdaq ▲ 0.48% · Dow ▲ 0.93% · 10Y ~5.18% · WTI ~$92 · As of Fri close · S&P futures ▼ 0.2% Sun eve https://rujjwalsharma.com/posts/more-than-we-measured https://rujjwalsharma.com/posts/more-than-we-measured Sun, 27 Sep 2026 14:57:35 +0000 Inside the system, and connecting the dots What a diabetes drug, a painkiller, and an antacid teach us about the body as a system, and how little we still know. https://rujjwalsharma.com/posts/time-begins-with-movement https://rujjwalsharma.com/posts/time-begins-with-movement Sun, 27 Sep 2026 14:57:35 +0000 Maya, about consciousness A short reflection on time: why it begins with movement, from subatomic vibration to thought, and ceases when all movement stops. https://rujjwalsharma.com/posts/what-is-money https://rujjwalsharma.com/posts/what-is-money Sun, 27 Sep 2026 14:57:35 +0000 Connecting the dots What is money, really? A single $20 bill, four neighbors, and a thought experiment that gets stranger the longer you sit with it.