Last week closed with a jolt. Stocks rallied Friday as yields initially retreated following a surprisingly weak September jobs report…
Amazon Is the Hedge Fund Consensus. Here Is What the Numbers Say.
The Q2 2026 13F filing cycle closed August 14. What emerged across the 35 most closely watched institutional managers was…
Three Catalysts Will Define Markets This Week
ISM services Monday, Fed minutes Wednesday, and PepsiCo Thursday tighten the October decision window into five days.
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What to do as soon as the clock strikes 9:35AM
October 4, 2026 Bonus Content: Neuralink Just Changed Brain Surgery. Here Is What the BCI Race Means for Traders. A…
Apple’s Best China Numbers in Years Are Being Priced Like Bad News
A $5.72 billion verdict Apple is appealing has the market ignoring iPhone 18 Pro China sales that rose 12% year…
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October 4, 2026 Bonus Content: European Gas Is Up 138% and Qatar Extends Force Majeure A note from our friends…
Why Big Tech is hell-bent on reviving nuclear power
October 4, 2026 Bonus Content: Memory Prices Are Up 20%. Dell and HP Are Paying for It. A note from…
Utilities Are Paying the Price for the Bond Selloff. Two Options Trades Say the Damage Is Done.
With the 10-year near 5.28% and XLU down about 17% from its high, smart money moved Thursday in ways that…
The Pipe Fitters Running the AI Data Center Race
The GPU cluster gets the headline. The pipe that keeps it from melting gets none. That asymmetry is where the…
