September 4, 2026 Bonus Content: The Yen Hit 156. The Sept. 18 BOJ Decision Could Shift Everything. A note from…
Category: Newsletters
A Trump Strategic Signal Jim Rickards Says Most People Missed
September 3, 2026 Bonus Content: Broadcom’s AI Revenue Surged. The Stock Fell 6%. Here Is Why Margin Is Now the…
One Fed Governor Just Changed the Rate Outlook
September 3, 2026 Waller broke from the hike camp. September 11 CPI decides everything. The most consequential 90 minutes in…
Software Is Breaking Down vs. QQQ. Watch IGV.
September 3, 2026 IGV fell 3.5% vs. QQQ -1.3%. That spread signals rotation, not broad tech risk. Three sessions. CrowdStrike…
Your Structured Trade Checklist
September 2, 2026 Bonus Content: Manufacturing Is Expanding, But Prices Are the Problem A note from our friends at Profits…
Not Oil. Not Solar. The Source Utilities Haven’t Priced In.
September 3, 2026 Bonus Content: Two Oil Supertankers Hit Near Hormuz. What It Means. A note from our friends at…
The Next Gilded Age Is Starting Now
September 2, 2026 Bonus Content: CRM Trades at 20x Earnings While Agentforce Accelerates A note from our friends at The…
Elon Musk’s long-range plan enters its concluding stage
September 2, 2026 Bonus Content: The Pentagon Is Rebuilding Its Missile Magazines. LMT and GD Are the Factory Floor. A…
21 Banks Are Building a Dollar Stablecoin
September 2, 2026 21 banks, one token, and a direct conflict with their own fee income. The stablecoin market stood…
August Gas Prices Hit a Record. Q4 Earnings Will Pay the Bill.
September 2, 2026 A record August at the pump is now a portfolio problem, and divergence is visible in airline…