Kalshi and Polymarket put Democrats around a 55-59% shot at the Senate. Allocators with two-year theses on managed care, energy,…
The “Secret City” That Built the Atom Bomb Is Back
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Elon’s “Final Phase” of his “Master Plan” is One of the Most Ambitious in Human History…
September 17, 2026 Bonus Content: Cigna Trades at 9x Earnings. Wall Street Is Paying Attention. A note from our friends…
The GLP-1 Giant Priced for Bad News
September 17, 2026 With a Capital Markets Day days away and the stock near a two-year low, traders need the…
Why Crude Is Not Done Moving
September 17, 2026 Saudi repairs ease the East-West shock, but Hormuz remains crippled and the Q3 supply deficit is not…
Intuit Grew Revenue 14% and Cut Its Workforce 17%. FY27 Guidance Is the Hard Part.
With the stock near $318 and 20 of 34 analysts rating it a Buy, the question is whether the AI…
Why Did Trump Just Ban America’s Most Powerful AI?
September 17, 2026 Bonus Content: Wall Street’s Top Bull Just Cut His S&P 500 Target A note from our friends…
Print this before your next trade
September 17, 2026 Bonus Content: The Fed Just Hiked. Now the Economy Has to Answer. A note from our friends…
Protect Your Bank Account with THESE 4 Simple Steps
September 16, 2026 Bonus Content: Warsh Hiked. Watch December. A note from our friends at Weiss Ratings(ad) Dear Reader, Starting…
Etsy’s AI Bet Is Real. The Consumer Headwind Is Too.
Oppenheimer’s $90 target cites shifting search behavior, but discretionary spending is the variable Wall Street can’t model away.