The Oval Office produced a market-moving headline on Monday that most equity desks are still processing. President Trump told Fox…
Category: Newsletters
Trump Just Ignited a $1 Trillion Energy Boom
August 18, 2026 TLT at a 20-Year Low. Here’s the Trade. Featured: TLT at a 20-Year Low. Here’s the Trade. Sponsored…
CACI beat by 22%. Gartner by 16%.
August 18, 2026 Two Surging Stocks Built to Compound CACI and Gartner are surging for different reasons. Both have durable…
Trump Threatens Oman and the Last Off-Ramp
Gold was trading near $4,395 an ounce on Monday morning when President Trump told Fox News he would bomb Oman…
Who just sold $2.9 billion in one day?
August 17, 2026 Nvidia Is No Longer Just a Chip Company Featured: Nvidia Is No Longer Just a Chip Company Sponsored…
The biggest scam in America
Nvidia Is Down 14% From Its May Record. August 26 Is the Number That Matters. Record $81.6B revenue, a 21.8x…
Trump Threatens a Gulf Mediator. Read the Refiner Trade.
August 17, 2026 Trump Threatens a Gulf Mediator. Read the Refiner Trade. Brent jumped to about $90.9 on the Oman…
Berkshire Added $17B to Alphabet
August 17, 2026 Berkshire Added $17B to Alphabet Sponsored First a note from Base Camp Trading Hi Friend, Just wanted…
Berkshire Added Big to Alphabet
August 17, 2026 Berkshire Added $17B to Alphabet Sponsored First a note from Base Camp Trading Hi Friend, Just wanted…
The Fed Is Not the Bond Market’s Biggest Problem
August 16, 2026 The Fed Is Not the Bond Market’s Biggest Problem Sponsored First a note from Behind the Markets…