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.
Forecaster with 99.8% Accuracy Makes Shocking Prediction
September 25, 2026 Bonus Content: Small Caps Are Trading Like Bonds. Mid-Caps Are Not. A note from our friends at…
Why do these seven companies agree on this?
September 25, 2026 Bonus Content: Oil Hit $108 Then Fell Back. Refiners Are the Trade Either Way. A note from…
Akamai Got $11.6B From Anthropic. It Also Gave Away a Piece of Itself.
The warrant Akamai handed its biggest customer changes the risk profile of this deal in ways the stock move alone…
SELL toxic AI companies before November 15th
September 24, 2026 Bonus Content: United Airlines’ Premium Cabin Is Outearning Expansion A note from our friends at The Oxford…