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Category: Newsletters
Chips Down 5.9%, Software Up: What the Rotation Means
Monday’s session was not a technology selloff. It was a surgical reallocation inside technology, and the numbers make that precise.…
Bank of America Flags a Fee Drop. JPMorgan Steps Up Next.
BofA CEO Brian Moynihan guided Q3 investment banking fees to $1.6-1.8B, roughly 10-20% below the Street’s ~$2B estimate. BAC closed…
Trump’s Dinner Surprise
September 15, 2026 Bonus Content: Microsoft’s $329B Lease Pile Is the Real Story Behind 38GW A note from our friends…
One Nasdaq Has Spent 25 Years Preparing for a Market Set to Grow 118%
September 15, 2026 Bonus Content: Wall Street Is Split on Apple at $326 A note from our friends at i2i…
An 8,000X oversubscription could reset robotics stocks (Invest by 9/17)
September 14, 2026 Bonus Content: EQIX Just Raised Its Growth Floor. The Real Trade Is in the Interconnection Math. A…
137 Nations Are Bypassing the U.S. Dollar
September 14, 2026 Bonus Content: McKesson’s $15B GLP-1 Quarter Proves the Margin Story Is Real A note from our friends…
Saudi Arabia Has Six Days of Oil Left at Yanbu. Here Is What Traders Must Watch.
Two events landed overnight that, taken together, remove the last functioning buffer between global crude markets and a genuine supply…
Progressive’s Growth Rate Has Been Cut in Half
September 14, 2026 Net premiums written growth slowed from 12% to 5% in H1 2026 as housing weakness caps the…
Retail Sales and the Fed Land on the Same Wednesday
Wednesday, September 16 carries two market-moving events separated by five and a half hours. The Census Bureau publishes advance August…