September 26, 2026 Switchgear lead times now exceed 60 weeks, transformer waits stretch to four years The conversation about the…
Author: Active Trader Daily
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.