September 9, 2026 Bonus Content: Nvidia Holds $105B in Risk. A Credit Rating Could Change That. A note from our…
A Worldwide Gold Lockdown Is Now Underway
September 9, 2026 Bonus Content: Brent Hit $100 Overnight. Saudi Production Sites Are Now the Target. A note from our…
WaFd Shareholders Will Own Less of EverBank Than You Think
EverBank backers get majority control, and the 29% earnings boost hinges on synergies.
The ECB Hike Is Decided
September 9, 2026 The ECB Hike Is Decided. What Lagarde Says Next Is the Trade. First a note from our…
Bond Borrowers Vanished. Where Does $250B Go?
September 9, 2026 First a note from our friends at America\’s Gold Company_AGC(ad) Central Banks Are Quietly Walking Away From…
Western Digital Sold Out Its Entire 2026 Production. Wall Street Is Still Catching Up.
Hard drives are not glamorous. Never have been. That’s probably why this story isn’t getting the attention it deserves. Western…
BMY Reports July 30. The Patent Cliff Has a Counter-Argument.
Bristol-Myers Squibb trades at a forward P/E of roughly 8.6x. That’s a pharma giant with about $128 billion in market…
The FOMC Is Splitting in Real Time. One CPI Report Will Decide It.
Three Federal Reserve governors have now spoken inside of a week, and they are not saying the same thing. That…
The Copper Race Is Coming Back to North America
September 8, 2026 Bonus Content: JPMorgan’s $829M Equity Underwriting Quarter Has a Catch A note from our friends at i2i…