Most analysts anchoring Nvidia’s path to a $10 trillion market cap treat it as a revenue story. Get to roughly…
Rivian Raised Its Delivery Target. Now the R2 Has to Deliver.
Thursday evening was ugly almost everywhere. Amazon fell after hours on a soft margin outlook. Intel dropped on weak guidance.…
Why the Fed’s Hawks Trust the ECI More Than the Jobs Report
Every Friday morning has a headline number. Today’s is different. The Bureau of Labor Statistics releases the Q3 2026 Employment…
Brent at $116 Is the Market’s Answer to Tehran and Washington
Two official accounts of the Strait of Hormuz cannot both be true. Iran’s armed forces said Thursday that four tankers…
Euro Shorts Are at a Record. Inflation Data May Test Them.
The European Central Bank spent Thursday debating a rate hike before voting unanimously to hold. Twenty-four hours later, the inflation…
Nvidia Needs $600B in Revenue to Reach $10T. Vera Rubin Changes the Math.
Most analysts anchoring Nvidia’s path to a $10 trillion market cap treat it as a revenue story. Get to roughly…
Prediction Markets Are Pricing Stocks Now. That Changes Everything.
The question traders should be asking is not whether prediction markets will survive. It is whether traditional equity markets are…
Google Hasn’t Been This Cheap Since 2012
October 30, 2026 Two days, a combined 14% lower. The valuation hasn’t been here in 14 years and the capex…
What if a trade goes completely backwards and you could have still targeted $520?
October 30, 2026 Bonus Content: Nvidia’s Real Bottleneck Is Not Compute. It’s What Connects It. A note from our friends…
Quick heads-up on your copy
October 30, 2026 Bonus Content: Inflation Is Rising Again. The Fed Is Already Split. A note from our friends at…