September 5, 2026 Construction spending at a three-year low, mortgage rates closing in on 7%, and Builders FirstSource ejected from…
Category: Newsletters
Memory Stocks Just Rallied Into a Rate Hike. That Is a Signal Worth Reading.
September 5, 2026 Memory Stocks Just Rallied Into a Rate Hike. SanDisk, KLA, and Micron surged Friday even as a…
Jeff Brown: How to access a Musk-backed AI startup before its IPO
September 4, 2026 Bonus Content: Micron Is at $1.1 Trillion. The Math to $2 Trillion Is Tight. A note from…
Inside the Trade Battle Trump Is Fighting for One U.S. Company
September 4, 2026 Bonus Content: The Consolidation Window Is Open. These Three AI Companies May Not Survive It. A note…
Critical to all traders
September 4, 2026 Bonus Content: Apple’s Engineer-in-Chief Faces His First Real Test A note from our friends at Media Pub(ad)…
How Institutional Desks Generate Income
September 4, 2026 Bonus Content: 162,000 Jobs. The Number That Changes Nothing Until Sept. 11. A note from our friends…
Bull market continuing… or structural correction ahead?
September 4, 2026 Bonus Content: Trump’s Embargo Threat Is the Wrong Lever for Rates A note from our friends at…
Xi Is Bringing CEOs to Washington. Watch What Gets Signed.
September 4, 2026 The September 24 White House visit is less about diplomacy than about which sectors get unlocked Twenty…
The August Jobs Number Just Landed. Here Is What It Does to Rate Odds.
September 4, 2026 The August Jobs Number Just Landed With the Fed split and the 10-year near 4.78%, payrolls is…
Iran War May Stay Unresolved
September 4, 2026 Bonus Content: Iranian Missiles Hit Four Countries. Oil Is Up 9% Into Friday. A note from our…