September 26, 2026 Switchgear lead times now exceed 60 weeks, transformer waits stretch to four years The conversation about the…
Staples Giants Squeeze Profits as Shoppers Feel Broke
September 26, 2026 Volume is stalling, sentiment is near a cycle low, and P&G margins still hold near 50%. The…
Unsexy Trade System: 838/879 Winners
September 26, 2026 Bonus Content: Iran’s Hormuz Offer Hits Brent at $104. Here’s Which Stocks Move First. A note from…
Whitney Tilson: “A New Kind of Civil War Begins in Less Than 100 Days”
September 26, 2026 Bonus Content: Gaming REITs Are Yielding Near 8%. Institutions Are Taking Note. A note from our friends…
Why June 22nd Changed Your Savings
September 26, 2026 Bonus Content: The Xi Visit Is Over. Monday’s Trade Paper Moves Markets. A note from our friends…
#1 Target for Trump?
September 26, 2026 Bonus Content: The Fed Just Hiked. Two Data Releases This Week Decide October. A note from our…
Accenture Reports Thursday. Your AI Portfolio Hangs on the Answer.
If enterprises budget for AI but delay implementation, IBM to Infosys feel it first.
GD Just Won $71B in Submarine Contracts
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.