August 6, 2026 The Next $435B Energy Empire Featured: Circle’s Q2 Numbers Just Hit. The Real Trade Is Arc. Sponsored The…
Bessent Says the K-Shape Is Dead. The Data Disagrees.
August 6, 2026 Bessent Says the K-Shape Is Dead. The Data Disagrees. Sponsored First a note from Golden Portfolio In…
Cook Just Moved the September Hike Odds. August 12 Is the Next Vote.
Fed Governor Lisa Cook's Anchorage speech closes the window on patience. The July CPI reading, due August 12, now decides…
Cook Just Moved the September Hike Odds. August 12 Is the Next Vote.
August 5, 2026 Cook Just Moved the September Hike Odds. August 12 Is the Next Vote. Fed Governor Lisa Cook’s…
AMD Is Up 121% This Year. A Beat Tonight Won’t Be Enough.
The Q2 number is almost beside the point. The H2 ramp is what decides everything.
Your Book Is Inside
August 5, 2026 Burry Cashed Out. The Real Bet Remains. Featured: Burry Cashed Out. The Real Bet Remains. Sponsored In case…
SpaceX Is Building a Wireless Carrier
August 5, 2026 SpaceX Is Building a Wireless Carrier Sponsored First a note from Stansberry Research The SpaceX S-1 has…
BP Is Using War Profits to Rebuild Itself
The $5.7B quarter is real. The question is what BP looks like when the shooting stops.
Palantir grew 15X. This company did 32X.
August 4, 2026 Lucid Beat Revenue. Free Cash Flow Is the Alarm. Featured: Lucid Beat Revenue. Free Cash Flow Is the…
Apple Crossed $9B in India. That’s Not the Real Story.
Six stores, a manufacturing empire, and an $870 iPhone in a country where per-capita GDP is about $2,700.