September 25, 2026 The orders are real. The bottleneck is Electric Boat, and Wall Street is only starting to price…
Bond Yields Hit 20-Year Highs. Here Is What Stops the Rout.
September 25, 2026 The 30-year at 5.50% and October hike odds at 77.5% are rewriting the risk calculus for every…
Alphabet, Amazon, and Meta Are Spending Buybacks on Data Centers
When big index holdings lose spare cash, buybacks and dividends are at risk.
Forecaster with 99.8% Accuracy Makes Shocking Prediction
September 25, 2026 Bonus Content: Small Caps Are Trading Like Bonds. Mid-Caps Are Not. A note from our friends at…
Why do these seven companies agree on this?
September 25, 2026 Bonus Content: Oil Hit $108 Then Fell Back. Refiners Are the Trade Either Way. A note from…
Akamai Got $11.6B From Anthropic. It Also Gave Away a Piece of Itself.
The warrant Akamai handed its biggest customer changes the risk profile of this deal in ways the stock move alone…
SELL toxic AI companies before November 15th
September 24, 2026 Bonus Content: United Airlines’ Premium Cabin Is Outearning Expansion A note from our friends at The Oxford…
The 7-point checklist that saves bad trades
A note from our friends at Profits Run(ad) Quick one. You can grab my Smart Trade Options Checklist free today…
Gold Is Up 25% and Goldman Wants You to Buy More
With the 10-year near 5% and Goldman calling $4,900, how much gold does a disciplined portfolio actually need?
Washington Is Studying a Diesel Export Ban
September 24, 2026 Treasury Secretary Scott Bessent’s feasibility review puts about 1.6 million barrels a day of exports in the…